Financial Adviser Wellington
Saving Kiwi’s retirement one conversation at a time
Financial Services I can help you with.
KiwiSaver Adviser
Australian Pension Transfer
If you have worked in Australia, there are things to consider if you leave or bring your Australian Super back to NZ.
Investment Services
You work hard so your money should work hard for you too! I have access to great investment options outside of KiwiSaver.
Why work with me?
I believe in helping people create the retirement they are dreaming about and taking a personal approach.
Everyone’s ideal retirement is different, which is why I tailor your retirement pathway to suit you!
Talking about finances often falls into the “too hard” basket, so I’m here to make those conversations easy. There are no dumb questions.
Together we can sit down and look at creating the best possible outcome for you
“Saving Kiwi’s retirement, one conversation at a time” is my mantra and absolute mission for Retirement Taylor made!
Every conversation I have helps me empower every day Kiwi’s to make informed decisions about their retirement and what they want that to look like. I love what I do!”
– Ailsa Taylor, Founder
“Ailsa provides a friendly, professional service. She made the time to talk to me about my finances, socially-responsible investing and my retirement goals. I trust her advice and I’m confident she will help me get the most out of my Kiwisaver fund. Thank you Ailsa!”
Jenny Wishart
“Ailsa is integral, knowledgeable and professional and genuinely wants you to get the best result from your Kiwisaver.She breaks financial speak into laypersons terms to ensure you get the best bang for your buck tailored to your needs.Highly recommend her services.”
Diane Shaw
Are you making the most of your KiwiSaver?
Book a no obligation review today
Who I’m able to help
Young Families
Enrolling your child (or yourself) in a KiwiSaver scheme doesn’t cost anything. I can walk you and your family through your options and how to best support your family and their future!
UK pension transfer
Have you worked in great Britain? Have you considered the impacts of leaving or bringing your UK pension back to New Zealand?
Australian super transfer
Have you worked in Australia? Have you considered the impacts of leaving or bringing your Australian Super back to New Zealand.
Savvy Professionals
As a professional, KiwiSaver offers you a number of great benefits, such as: an annual Government contribution of 50 cents for every dollar you contribute, up to a maximum of $521.43 per year (if eligible)!
Employers
As an employer, I can help you by providing free financial advice to your staff, setting up a $50,000 accidental death cover for staff (t&c’s apply), and making sure your staff are not losing out by being stuck in a default fund!
Are you making the most of your KiwiSaver?
Book a no obligation chat today
