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 an Authorised Financial Adviser (AFA) and former lawyer with experience in the financial services and trustee industries. Sonnie operates Fairhaven Wealth (www.fairhavenwealth.co.nz).