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Kia ora,
You’re at an important stage in your financial journey, where the right fund may make all the
difference. Whether you’re planning for your children’s education, considering a career change,
or simply looking to enhance your financial security, it’s essential to ensure that your investments
align with your long-term goals. |
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| Mercer offers you the choice of seven investment options and you can split your
KiwiSaver funds across multiple options. |
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We encourage you to use Mercer’s Fund Selector Tool to check if your investment
option is still right for you. The right investment option should match your attitude to
risk, financial goals and timeframe. |
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| We offer free support from our Financial Advice Team. After you complete this form,
our team will reach out within two business days. |
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| Is your fund aligned with your goals? |
| You may be better off with a different investment option at varying ages and life stages. |
| The risk indicator for each option below is based on a scale of one to seven, with one being the
lowest risk (potentially lower returns) and seven being higher risk (potentially higher returns)* |
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| Why choose a higher-risk investment option? |
| If you have a long investment horizon and don’t plan to access your Mercer KiwiSaver scheme
funds in the next 10-15 years, a higher-risk investment option may be a good option for you. With
time on your side, you may embrace the potential for volatile returns and capitalise on the power
of compound interest. Consider exploring Mercer’s Sustainable Growth, High Growth, or Shares
investment options to help you maximise your investment potential. |
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| Why choose a less-risky investment option? |
| If you need to withdraw your funds within the next three years, it’s wise to consider investment
options such as the Mercer Cash or Mercer Sustainable Conservative. These funds prioritise capital
stability ensuring your savings remain secure as you approach your financial goals. |
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| A bit in between? |
| If you’re looking to invest in a diverse mix of assets while still seeking a bit more risk than a
conservative approach, Mercer’s Sustainable Moderate option may be a suitable choice. For those
wanting a slightly higher level of risk, the Mercer Sustainable Balanced investment option may be
a better choice to help you achieve your financial goals. |
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| Whether you're an aggressive investor, prefer a safer approach, or fall somewhere in between,
we have an investment option for you. |
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| To check if your
investment option is
right for you, use our
Fund Selector Tool. |
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| Check your balance,
update your details and
track how your investment
is performing. |
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| You can change your investment option anytime by signing into your online account or calling
0508 637 237. |
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| Small changes could
add up to thousands. |
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| Important Information |
| Please do not reply to this email, as it has been sent from an unmonitored email address. If you are not the intended recipient of this message, please contact our Helpline on 0508 637 237. |
| This email was prepared and sent by Mercer (N.Z.) Limited (Mercer). The communication has been published as a general information service and does not take account of the investment objectives, financial situation and/or particular needs of any person. Before making any investment decision, you should take financial advice as to whether your intended action is appropriate in light of your particular investment needs, objectives and financial circumstances. Neither Mercer nor any of its related parties accepts any responsibility for any inaccuracy. You can view the Mercer KiwiSaver scheme Product Disclosure Statement here. Click here to Unsubscribe. Click here to view our Privacy Policy. |
| © 2024 Mercer (N.Z.) Limited. All rights reserved. |
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