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

How often would you tend to worry about your KiwiSaver balance?

How do you feel about balancing risk and return?

Protecting my investment portfolio from a fall in value at any time is more important to me than achieving high returns:

You have an investment balance of $10,000. If your balance dropped in value in one year, how are you likely to feel?

Who is your current KiwiSaver provider?

What is your approx. fund balance?

What is your employee percentage or voluntary contribution amount?

Would you prefer a Socially Responsible KiwiSaver fund?

Who is your Finsol Adviser?

Anything else?

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