Fisher Funds KiwiSaver Plan Product Disclosure Statement - 6 2025

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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?
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.
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).
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 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.
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People also ask

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.
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.
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.

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