Fund Finder Tool - KiwiSaver Risk Profiler

Use our Fund Finder tool to help you decide which Westpac KiwiSaver Scheme fund is right for you. It’s simple and quick. Answering a few easy questions should help you figure out your attitude to investment risk, and get you thinking about two key things:

  1. Your current plans for your KiwiSaver savings – buying a first home or retirement?
  2. When do you plan to do this?

The results are just a guide and based on information of a general nature. They should not be treated as personalised financial advice.

If you’d like advice, you can talk to a Westpac Financial Adviser, who will take your particular financial situation and goals into account to help you choose a fund. If you don’t make a choice when you first join the Westpac KiwiSaver Scheme, your investment will automatically go into either the Conservative Fund, or if you were allocated to the Westpac KiwiSaver Scheme by Inland Revenue, the Default Fund. You can change your fund any time.

For each question select the option that most closely reflects your views on investing:

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BT Funds Management (NZ) Limited is the scheme provider and Westpac New Zealand Limited is the distributor, of the Westpac KiwiSaver Scheme.

The information above is subject to changes to government policy and law, and changes to the Westpac KiwiSaver Scheme from time to time.

Investments made in the Westpac KiwiSaver Scheme (Scheme) do not represent bank deposits or other liabilities of Westpac Banking Corporation ABN 33 007 457 141, Westpac New Zealand Limited or other members of the Westpac group of companies. They are subject to investment and other risks, including possible delays in payment of withdrawal amounts in some circumstances, and loss of investment value, including principal invested. None of BT Funds Management (NZ) Limited (as manager), any member of the Westpac group of companies, The New Zealand Guardian Trust Company Limited (as supervisor), or any director or nominee of any of those entities, or any other person guarantees the Scheme’s performance, returns or repayment of capital.

For a copy of the product disclosure statement or more information about the Scheme, contact any Westpac branch or call 0508 972 254 or from overseas +64 9 375 9978 (international toll charges apply). You can also download the product disclosure statement.