Are you undertaking regular client KiwiSaver reviews?

Revisiting a client’s details, risk profile and KiwiSaver contributions whilst reassessing their current KiwiSaver plan and providing a trail of this can seem like a daunting task. It can seem as though you are starting from the beginning with a client, but it doesn’t have to be time-consuming and undertaking a review has several benefits.

The benefits of regular KiwiSaver reviews

Relationship building and client retention

You might have heard the old rule of thumb that it costs five times as much to get a new client than it does to keep a current one. One way to increase client retention is to build positive relationships with your clients, and a regular review gives your client peace of mind that you are keeping an eye on their investment and builds perceived value.