Fact Find

- Investments & Kiwisaver

Moana Financial Services

KiwiSaver & Investment Fact Find

A comprehensive intake form so we can prepare personalised, well-informed advice for your KiwiSaver and investment needs. This form takes around 15–20 minutes to complete.

Your privacy matters. All information you provide is used solely to prepare your financial advice. It is collected in accordance with the Privacy Act 2020 and our Privacy Policy. We will never share your details with third parties without your consent.

1. About you
2. Income & work
3. Assets & debts
4. KiwiSaver
5. Investments
6. Goals
7. Risk profile
8. Consent
Step 1 of 8
About you
Tell us a bit about yourself so we can address you properly and ensure our advice meets your circumstances.
Personal details
Children or others who depend on your income
Contact details
Optional at this stage; required if proceeding to advice
Prescribed Investor Rate
Step 2 of 8
Income & employment
Helps us understand your earning position and your KiwiSaver eligibility.
Employment
Income
Investment income, rental, dividends, etc.
Partner's income (if applicable)
Step 3 of 8
Assets & debts
A snapshot of your financial position. Approximate values are fine.
Assets you own
Debts you owe
Monthly expenses
Excluding mortgage / rent
Step 4 of 8
Your KiwiSaver
Tells us where you are now so we can identify opportunities.
Membership
Contributions
On top of salary deductions
25c per $1 contributed, max $260.72/yr
Past experience
Yes
No
Planning to
Very satisfied
Satisfied
Neutral
Unsatisfied
Step 5 of 8
Other investments
Outside of KiwiSaver, what other investments do you currently hold?
Existing investments

Tick all that apply:

Your investment experience
Very limited — I'm just getting started
Basic — I understand KiwiSaver and term deposits
Moderate — I understand shares, bonds, and diversification
Advanced — I actively follow markets and manage my portfolio
Step 6 of 8
Your goals
Help us understand what you're working toward, both short-term and long-term.
Primary goal for this advice
Plan for a comfortable retirement
Save for a first home
Optimise my KiwiSaver
Grow my wealth / investments
Reduce risk / preserve what I have
Pay off debt faster
Save for children's education
Multiple goals (please describe below)
Specific goals
Retirement specifics
Step 7 of 8
Your risk profile
These questions help us understand your comfort with investment risk.
1. What is your primary investment objective?
Preserve capital — I don't want to lose any money
Steady, modest returns with minimal volatility
Balanced growth — I accept some volatility for better returns
Maximise long-term growth — I'm comfortable with significant fluctuations
2. If your investment dropped 20% in a single year, what would you do?
Sell everything immediately
Sell some and move to safer investments
Hold steady and wait for recovery
Invest more — it's a buying opportunity
3. How important is it to access this money at short notice?
Essential — I may need it any time
Fairly important — within a year or two
Not very — I can leave it for several years
Not at all — this is long-term money
4. What portion of your total savings does this investment represent?
Almost all of it — this is my safety net
A significant portion (over 50%)
A moderate portion (25-50%)
A smaller portion — I have other savings
5. Which statement best describes your attitude to risk and return?
I'd rather earn less and never see my balance go down
I prefer mostly stable returns with only small dips
I'll accept moderate dips for the chance of higher returns over time
I want the highest possible returns and accept large swings
Ethical preferences (optional)
Step 8 of 8
Confirmation & consent
A few final acknowledgements so we can process your information correctly.
Anything else we should know?
Privacy & consent

By submitting this Fact Find, you confirm that the information you have provided is true and complete to the best of your knowledge. Moana Financial Services will use this information solely to prepare personalised financial advice for you.

Your information will be stored securely in accordance with the Privacy Act 2020. We will not share your details with third parties without your express consent, except where required by law or to provide the advice you have requested.

You have the right to access and correct your personal information at any time. For full details, please refer to our Privacy Policy.

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Thank you!

Your Fact Find has been received. One of our team will review it carefully and be in touch within 1–2 business days to arrange your initial consultation.

A copy of your submission has been sent to your email for your records.

Book a free consultation with our team today
Book a free consultation with our team today