Switching to Simplicity Kiwisaver is... Simple

In this video, I demonstrate how easy it is to switch your KiwiSaver fund to Simplicity. Switching will take you less time than it will to watch this video. You don't even need to know who your existing KiwiSaver fund is with. 

I also touch on the importance of reading a fund's Product Disclosure Statement (PDS), selecting an appropriate investment option, and nominating the appropriate PIR (tax rate) for your Kiwisaver funds.

Note: this video doesn't include any personalised financial advice. Nor am I affiliated with Simplicity. 

Sonnie Bailey

Sonnie is the founder and principal of Fairhaven Wealth.

Before founding Fairhaven Wealth, Sonnie worked in the legal and financial services industries for over a decade.

Sonnie first became involved with financial advice as a specialist financial services lawyer. For many years, he was an “adviser of advisers”, reviewing thousands of advice files prepared by hundreds of financial advisers, and providing feedback in relation to the quality and appropriateness of advice; industry best practice; risk management; and regulatory compliance. He has published work in industry publications and spoken at various financial advice conferences.

Sonnie has also worked with banks, investment management firms, insurers, and derivatives providers.

Sonnie has worked as a private client lawyer, focusing on succession, estate planning and trusts. He ran his own legal firm in Australia before relocating to New Zealand. He has also acted in independent trustee and company director positions.

Sonnie is passionate about helping people achieve their goals and manage the risks to which they are exposed.

He has written extensively on his blog, New Zealand Wealth and Risk, which can be found at www.wealthandrisk.nz.

Sonnie is married to his wonderful wife Chrissy, and has two young children, Ben and Anna.