Checklists

Checklist for truth

Kiwi Story

Tama was about to invest $100,000 in a savings product recommended by his adviser, when he chanced upon ...

Tips

  1. Make a plan and review it regularly, at least every two years or whenever your financial circumstances change.

Retirement village checklists

Equity release checklists

Questions to ask before joining your company super scheme

Like any investment or saving decision you make, you need to find out as much as you can about your company super scheme before deciding whether it's the best option for you.

Glossary: investment

Questions for your adviser

Advisers are required to tell you what fees they receive but these don’t cover all the fees associated with a product (such as monitoring, administration and trustee fees).

Advice checklist

You can get investment advice from a range of providers including financial planners, insurance companies, sharebrokers, banks and financial advisers.

Glossary: investment

Mortgage Checklists

Use these checklists to make sure you're getting the information you need.

Questions to ask a lender