Our Process
Invest in your tomorrow, today!
At Kauri Wealth, simplicity is key. Unlike other advisors, we don't charge for our services, eliminating the need for lengthy meetings or unnecessary add-ons. Our process is straightforward yet highly effective:
Three Step Advice Process - All completed in 20 Minutes
1
Flexible Consultations
Our team is available to meet with you at your convenience, we work all hours including afternoons and evenings, and can meet in person or online.
2
Optimizing Your KiwiSaver
Together, we'll assess and adjust your KiwiSaver account to maximize its performance and align it with your goals. This can all be achieved in 20 minutes.
3
Yearly Check-Ins
Every year we will check in with you, adjusting and tailoring your KiwiSaver situation to any changes in your goals and financial environment.