Kiwisaver Form - Finsol Financial Advisers

When do you plan to make a significant withdrawal from your KiwiSaver account, for example, to purchase a first home or for retirement?

Within 2 years

In 2-5 years

In 6-10 years

In 11-20 years

More than 20 years

How do you feel about balancing volatility and returns?

I want to minimise volatility and I'm willing to accept low returns

I am comfortable with moderate levels of volatility in order to generate moderate returns

I'm comfortable with high levels of volatility as I'm seeking higher returns

Based on your knowledge of investing, would you consider yourself:

Very inexperienced

Inexperienced

Experienced

Very experienced

What would you do if there was a 20% fall in value of your KiwiSaver?

Be worried and look to change to a more conservative fund

Calmly wait for my portfolio to recover

Who is your current KiwiSaver provider?

What type of fund are you in?

Cash

Conservative

Balanced

Growth

Aggressive

What is your employee percentage or voluntary contribution amount?

When it comes to how you want your money invested:

I would prefer an ethical and sustainable approach

I’m not bothered either way

I would prefer a conventional approach

Would you like some exposure to digital assets like Bitcoin?

Yes

Who is your Finsol Adviser?

Anything else?

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KiwiSaver investorprofile questionnaire