In this inaugural episode of Building Cents for Life, I sit down with Jose to demystify KiwiSaver and explore how it can be a powerful tool for financial growth.
Jose is a Mortgage and KiwiSaver Adviser with a rich background in personal finance. Having worked with leading organisations such as CANSTAR and various banks, Jose has a deep understanding of financial products and services. He now focuses on helping New Zealanders make informed decisions about their financial futures, with KiwiSaver being one of his core areas of expertise.
In this episode, we discuss:
Why KiwiSaver is a game-changer for first-home buyers and how to use it to achieve your homeownership goals.
The importance of fund choice and how it impacts your long-term returns.
Key strategies for self-employed individuals to make the most of KiwiSaver contributions.
The role of risk profiles in investment decisions and how to align your KiwiSaver fund with your financial goals.
The benefits of starting early and the power of compounding interest to grow your KiwiSaver balance over time.
This episode is packed with actionable insights to help you navigate KiwiSaver’s complexities and make decisions that align with your financial goals.
I’d love to hear your thoughts on KiwiSaver! How are you using it to meet your financial goals? Connect with me on Instagram or LinkedIn and let me know!
About Our Guest
Name: Jose
Role: Mortgage and KiwiSaver Adviser
About: With over a decade of experience in personal finance, Jose has worked across major banks in New Zealand, American Express, and CANSTAR. His passion lies in simplifying financial decisions and helping people understand the versatility of KiwiSaver. He is committed to empowering individuals to take control of their financial futures.
How to Connect with Jose:
LinkedIn: linkedin.com/in/jkgeorge/
Email: jose@tella.co.nz
About Your Host
Name: Jacques van Heerden
Role: Financial Adviser and Host of Building Cents for Life
About Me: As a financial adviser, I specialize in simplifying complex financial topics like KiwiSaver, insurance, and investments for New Zealanders. Through this podcast, I aim to empower listeners with actionable advice and insights from industry experts.
How to Connect with Me:
Website: www.newma.co.nz
LinkedIn:.linkedin.com/in/jacquesvanheerden/
Email: jacques@newma.co.nz
Links and Resources Mentioned
CANSTAR – A leading consumer finance research and ratings organization.
Barefoot Investor – The book mentioned as an example of compounding interest strategies.
Nigel Latta’s Money Series – A visual representation of compounding interest.
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Music by Oshan Jayakody from Pixabay