KiwiSaver Advice – Price Guide

We’re making it incredibly easy to get expert financial advice about your KiwiSaver investment. And best of all, our online advice won’t cost you anything!

FREE

$0
 

  • Targeted, automated online KiwiSaver advice
  • We check your investor risk profile
  • We recommend the best 2 rated funds.
  • We arrange to transfer your KiwiSaver account
  • We continually monitor your KiwiSaver account, with ongoing advice and updates so you can relax
  • See how your retirement is shaping up with inbuilt retirement forecasts.

PERSONALISED

$249
one off fee

  • 1-1 time with qualified financial adviser.
  • All of your KiwiSaver questions answered.
  • Personalised KiwiSaver advice that is specific to your situation.
  • We continually monitor your KiwiSaver account, with ongoing advice and updates so you can relax.
  • See how your retirement is shaping up with inbuilt retirement forecasts.

FREE FOR HOME BUYERS

$0
 

  • Targeted online advice suitable for first home buyers.
  • Plus all of the other benefits of our free online KiwiSaver advice service.
     
*In addition to the fees and charges outlined above, we may receive a fee or commission from some KiwiSaver fund providers.
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Investment Portfolios – Price Guide

Getting started with an investment portfolio has never been so affordable. Start building your future today and all you’ll pay is $1 each month for investments under $2,000.

Online investment
account

0.50%
Of portfolio value p.a.*

  • Only $1 per month for investments under $2,000.
  • Select an investment portfolio to suit your style.
  • See how much your investment could be worth.
  • Easy to track & manage your investment online.
  • Automatic portfolio re-balancing.
  • Cost and tax efficient investing.

Personalised investment
advice

0.75%
Of portfolio value p.a.*

  • All the benefits of our online investment platform, plus advice from a financial adviser.
  • 1-1 time with a qualified financial advisor.
  • Receive personalised financial advice for your situation.
  • Available for investment amounts over $10,000.
  • Easy to track & manage your investment online.
  • Automatic portfolio re-balancing.
  • Cost and tax efficient investing.
*Minimum charges apply. A portion of this fee is subject to GST. Brokerage may be charged on some transactions. Personalised advice may incur additional fees depending on the services you require. You can find a full breakdown of fees here.
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Contact Us

E : info@ilumony.com
A : Auckland, New Zealand
P : 0800 890 121

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* A copy of our disclosure documents are available on request, via the contact details provided.