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Fisher funds hardship withdrawal

Fisher Funds KiwiSaver Plan Product Disclosure Statement - 6 2026

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The document outlines the process for applying for a Significant Financial Hardship Withdrawal from the Fisher Funds KiwiSaver Plan. It details eligibility criteria, the types of expenses that can be covered, and the information required to complete the application. The Supervisor, Public Trust, will assess applications based on community standards for minimum living expenses. The document also includes sections for personal details, financial information, and identification requirements.

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Click ‘Get Form’ to open it in the editor.
Begin with Section 1, where you will enter your personal details including your title, name, address, and contact information. Ensure all fields are completed accurately.
In Section 2, provide your payment details. Enter your bank account information and upload proof of your bank account as specified.
Move to Section 3 to describe your significant financial hardship. Clearly explain the circumstances leading to your application and specify how much you wish to withdraw.
Complete Section 4 by detailing your household income, expenses, assets, and debts. This section is crucial for assessing your application.
In Section 6, select your preferred identification method and ensure you provide the necessary documents as outlined.
Finally, review all sections for completeness before submitting the form via email or post as instructed.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can I withdraw my KiwiSaver Fisher funds?

You can apply to withdraw funds from your KiwiSaver account, except Government contributions and the Kickstart. Withdrawals are not guaranteed and are subject to the approval of the Supervisor. How long can it take if I apply for a Serious Financial Hardship withdrawal?

What products require a product disclosure statement?

It includes things like shares, credit cards, loans or bonds. This Act also governs the preparation and content of a PDS. A PDS is a type of disclosure document. It informs consumers of key product knowledge, the risks attached and costs involved.

What is a KiwiSaver statement?

If youre a member of the BNZ KiwiSaver Scheme, youll receive an annual statement each year. It contains a summary of whats happened in your BNZ KiwiSaver Scheme account for the financial year (1 April to 31 March).

Is Fisher Funds KiwiSaver good?

Based on past performance alone, for the past five years, Fisher Funds has continuously performed higher than the average KiwiSaver fund after fees and taxes. You can check your investment performance through the Fisher Funds KiwiSaver login.

How to withdraw KiwiSaver Fisher Funds?

How do I make a withdrawal? In most cases, youll just need to complete the relevant withdrawal form. The process for making a withdrawal from your KiwiSaver will change based on the type of withdrawal you are making and the KiwiSaver product you are part of.

fisher funds withdrawal online

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Is Fisher Investments a good idea?

Fisher Investments is a highly reputable financial and investment services firm that helps wealthy clients improve their portfolios and manage their finances better. However, its requirement of a minimum portfolio value of $500,000 may be a barrier to entry for many people.

Is Fisher Funds a good KiwiSaver?

In general, the returns of Fisher Funds managed funds in the last 5 to 10 years have been higher than the average KiwiSaver returns. As of 1st July 2023, Fisher Funds no longer charge account nor performance-based fees.

Who is the best performing fund manager in NZ?

Our View: Milford is, based on independent Sorteds SmartInvestor data, a top-performing New Zealand fund manager managing over $17 billion in (mostly) growth-focused funds. With a proven track record, Milford offers both direct access to their funds and availability through financial advisers.