Are you undertaking regular KiwiSaver reviews?

Client KiwiSaver reviews are often pushed to the backburner, especially if they are a lengthy manual process. Are you disadvantaging your business more than you realise by not doing them?  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 [...]