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1-065 Recorded Webinar 
Understanding and Maximising Your Kiwisaver
Duration: Approx. 25 mins
If you have a Kiwisaver account that you never look at, or that makes your head swirl with confusion, you are not alone! Maybe you had no idea what to choose for your Kiwisaver so you just went with a default option.

We may be experts when it comes to teaching young children. But we often bury our heads in the sand and put our own financial health and long-term plans on the back burner. And let's face it, we work hard for our income so we need to make sure we are making the most of it.

Make this the year that you get clarity about managing your own money and future security. Watch Marc Proctor to learn;

  • Why managing your Kiwisaver account matters in the long term.
  • What are your options and which is going to be the best choice for your Kiwisaver account based on your personal circumstances.
  • Common mistakes people make with KiwiSaver
  • How to maximise the value of your KiwiSaver over time.

*N.B. This webinar does not provide personal financial advice.

Presented by Marc Proctor
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About the Webinar Presenter

Marc Proctor

I have been a Chartered Account and Financial Adviser since 1993 when I was working for Coopers & Lybrand in Palmerston North, which later became PriceWaterhouseCoopers. Since then I have worked for Westpac in a number of client facing roles where I gained a good understanding into how banks think. I have obtained a number of qualifications over the years. I obtained my BA(Hons) in Accounting in London, from what is now known as London Metropolitan University, I then qualified as a Chartered Accountant in Palmerston North, I have subsequently obtained a Diploma in Business Studies (Personal Financial Planning) from Massey University, and then a Graduate Diploma in Financial Planning from FINSIA in Sydney. I have recently become a Certified Practicing Accountant and am a member of CPA Australia. I am now the Director of Bullot & Rankine Limited, and Chartered Accounting practice based in Auckland.

We specialise in working with business, to help them grow, and understand their cash flow, so they can manage their growth in a sustainable manner. Utilising our modelling software, we can look into the future, highlight where pinch points maybe, and help put in place action plans before they become an issue. We work with customers throughout New Zealand and are happy to meet face to face as well via video. I enjoy working with clients to understand their financial goals, their aspirations and the dreams they may have, and working with them to put in place a plan that will take them on a journey to achieve these goals. I enjoy the long term aspect of this and meeting with clients on a regular basis to review the progress and then celebrating when the goals are achieved Outside of work I enjoy cooking, travel and am an enthusiast of Fiat 500 Cars. I am a lifelong supporter of Watford FC, and follow their progress each day.

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