Life is always changing

As your Financial Adviser, I have a ‘Duty of Care’ which requires me to regularly review your KiwiSaver, ensuring it continues to suit your needs throughout life’s different stages.

Please take the time to answer the following questions … your answers will be sent directly back to me to review.

KiwiSaver Duty of Care

Change in circumstances?

Since we last spoke, have you (tick all that apply):

Update to contact details (if applicable)

Address
Address
City
Region
Postcode
Country

Investment timeframe

What is your current goal for your KiwiSaver?:
(Choose one)

Client Declaration

I have completed the above checklist and confirm that:
(Choose one)

Cole Murray Financial Advisers like to take a few steps back and look at the big picture

Our comprehensive range of financial services includes:

Mortgages & Loans

Home and Business

Investments

Wealth Generation

Insurance

Health & Life
Domestic & Business