KiwiSaver Advice in Blenheim & Marlborough

Choosing the right KiwiSaver fund can make a significant difference to your long-term financial future. At In-House Mortgages, we provide personalised KiwiSaver advice to help you select the most suitable fund, contribution level and investment strategy based on your goals, timeframe and risk comfort.

Whether you're saving for your first home, retirement, or long-term wealth, we help you make informed decisions with confidence.

Why KiwiSaver Advice Matters

Many people stay in default funds or choose a provider without fully understanding:

• risk levels

• fees

• long-term returns

• fund performance

• withdrawal rules

A properly structured KiwiSaver strategy can potentially grow your balance faster and align your investments with your life goals.

Our KiwiSaver Advice Services

We help clients across Blenheim and Marlborough with:

• KiwiSaver fund comparisons

• Growth vs conservative fund selection

• Contribution rate guidance

• First home withdrawal planning

• KiwiSaver transfers between providers

• Long-term retirement strategy

Our advice is tailored — not generic — so your KiwiSaver works for you, not the other way around.

KiwiSaver & First Home Buyers

Your KiwiSaver may help you purchase your first home sooner. We can guide you through:

• eligibility rules

• withdrawal amounts

• deposit strategies

• combining KiwiSaver with home loans

Because we are also mortgage advisers, we can integrate your KiwiSaver strategy into your property plan.

Independent & Client-Focused Advice

Our recommendations are based on your needs, not a one-size-fits-all approach. We take time to understand your:

• financial goals

• investment timeframe

• income situation

• risk tolerance

This ensures the advice you receive is appropriate for your circumstances.

Who We Help

We assist:

• first-home buyers

• professionals

• families

• investors

• self-employed clients

Whether you're starting KiwiSaver, reviewing it, or switching funds, we can help.

Get KiwiSaver Advice

If you're unsure whether your KiwiSaver is in the right fund or performing as well as it could be, we can review it with you.

Book a consultation today and get clarity about your KiwiSaver strategy.

Disclaimer:
KiwiSaver and investment advice is provided in accordance with New Zealand financial advice regulations. Any recommendations are based on information you provide about your financial situation and goals.