Win 4 times with Excelins and KiwiSaver
1. Learn and Win
Great advice:
- Are you in the right fund?
- Are you contributing enough?
- Are you getting the maximum Member Tax Credit?
- Do you know if you’re on the correct PIR (tax rate)?
I do this for all new clients, plus I do an annual check for every client.
2. Talk and Win
The provider that I use, Generate KiwiSaver, has a six-monthly draw, where one lucky person wins $4,000 of vouchers, plus there are 10 vouchers of $100 each.
To qualify, all you have to do is refer someone who is between the ages of 18 and 65, to have a discussion with me. They are not required to join Generate for you to qualify.
3. Relax and Win
The Generate promotion is nationwide. I get all of my clients by word of mouth, therefore I have my own promotion as well. This is run quarterly and 3 lucky people will each get a gift voucher for an hour-long Thai massage. The same rules apply, but the odds of winning are much greater. When was the last time you lay down for an hour?
4. Give and Win
Every new KiwiSaver client results in a $10 donation to the Omokoroa Fire Brigade First Response unit. So not only are you helping yourself, you’re helping others.
I’m based in Omokoroa, but with the web I can help people anywhere in New Zealand. My goal is to educate people about KiwiSaver and to help them grow their retirement savings.
So who do you know who could benefit from some great advice? The worst that can happen is that they’ll know a lot more about KiwiSaver than they do now. So whichever way you look at it, everyone WINS!
To enter either the Generate draw or the Excelins draw, simply email me the name and phone number of the person. You might want to get their permission first!
Mark Lynch is a Registered Financial Adviser and is able to provide Class advice on KiwiSaver. A Disclosure Statement is available free upon request.