The KiwiSaver Experts.
At MoneyGuide, we’re on a mission to help Kiwis take control of their financial future. KiwiSaver decisions can be overwhelming – we’re here to make it easy.
Our expert advisers offer independent, personalised advice to match you with the right KiwiSaver fund and provider for your goals and stage of life. And we’re in it for the long haul, checking in to make sure your fund keeps up as life changes.
With MoneyGuide, you can take the worry out of managing your KiwiSaver. Best of all, our services are completely free.
Meet the MoneyGuide team.
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Rory Butterfield
Managing Director
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Andrew Phillipps
Director
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Sophie Turner
Marketing Manager
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Ryan Ellison
KiwiSaver Adviser
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Eileen Katoa
KiwiSaver Adviser
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Tom Alexander
KiwiSaver Adviser
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Aaron Bayliss
KiwiSaver Adviser
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James Annals
KiwiSaver Adviser
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Dillon Du Plooy
KiwiSaver Adviser
Servicing Kiwis nationwide
from Auckland’s North Shore.
Frequently Asked Questions
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As independent KiwiSaver advisers, our role is to ensure our clients KiwiSaver funds are doing the best they can.
We do this by analysing your needs, comparing your existing fund against the market, and then recommending the best fund and provider for you.
We also ensure the transfer happens smoothly and will keep in touch for regular reviews over time. -
There is no cost to our clients for our service. We are compensated for the work we do by the provider we recommend.
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We take care of this for you! After finding the most suitable fund, we will set you up with the new fund and provider on your behalf.
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In most cases, transferring your KiwiSaver fund to a new provider comes with no fees.
However, there are two providers that charge an exit fee: Booster ($30) and AON ($35).
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No, your employer pays both your employee and employer contributions to the IRD, who then forward them to your KiwiSaver provider.
When you switch providers, the IRD is automatically notified and ensures your contributions are sent to the correct provider.