Cave Financial Services

KiwiSaver and Investments

KiwiSaver and Investments

Regularly investing in an investment portfolio or retirement account can lead to huge long-term benefits.

Investing is a great way of ensuring we have a level of income come retirement that we are happy with. Investing in KiwiSaver is an easy and affordable way of saving for your retirement, with the added benefit of employer and government contributions to boost your balance and fast-track you to achieving your goals.

Retirement is far from the only financial goal we have in life. Our other financial objectives may be buying a house, a car, going on a dream holiday, or helping our kids through school and University.

Investing in stocks and shares, funds, and property are an effective way to grow your savings to achieve your goals, or to produce a regular income and enrich your life.

We understand that the markets can appear complex and full or jargon, but we aim to take the confusion away and highlight the benefits of investing. At Cave Financial we offer a full investment advice service based on a unique 'evidence based' approach - it is great for those who are planning for retirement, investing large lump sums, or saving for future financial goals

KiwiSaver

Lump Sum Investing

Regular Ongoing Investing

IMPROVE YOUR INVESTMENT SUCCESS

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Drop us a line using the form below and we'll be in touch to talk through your insurance or financial needs.


"Michael has a wealth of information to share with regards to financial planning...he has always provided valuable information to both my clients and me without being a pushy sales person! "
Vijay Nyayapati

​Protect Your Biggest Asset – Your Home

Mon Oct. 7th 2019

As a newly minted homeowner, you probably know how important insurance cover is, for your house and its contents, and for your mortgage repayments. Your home is likely to be ...

Increase your chances of bridging the retirement gap with Opes' Property Academy

Thu Sept. 5th 2019

We are pleased to announce we have partnered with Opes Partners on their outstanding Property Academy. Director Andrew Nicol explains how this free online video course can help Kiwi's calculate ...

Tax Traders - A fairer deal for Tax Payers

Mon Sept. 2nd 2019

Tax Traders are an Inland Revenue approved intermediary, offering an easy and flexible solution to provisional tax compliance.