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KiwiSaver Advice

KiwiSaver Advice

Find out how to use Trail's new KiwiSaver Advice Process!

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By Erica and 2 others3 authors9 articles

What is KiwiSaver in Trail?
Understanding the KiwiSaver Fact Find & Risk Profile
How to View & Recommend KiwiSaver Funds
Setting up your KiwiSaver Statement of Advice Templates
Generating a KiwiSaver Statement of Advice for your Client
How to Complete your Provider Research for KiwiSaver Applications
How to Present your KiwiSaver Statement of Advice
Winning, Losing, or Archiving KiwiSaver Opportunities
KiwiSaver Graph Assumptions

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