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Is KiwiSaver education too product-driven?

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Ksenia Stepanova | 21 Jan 2019, 11:24 a.m. Agree 0
"Money is not complex, and financial education is not nearly simple enough" – manager
  • George AFA | 22 Jan 2019, 04:54 p.m. Agree 0
    Spoken like a true fund manager....
    There is plenty of 'Simple' financial education out there if clients are prepared to find it
    Just like our health (5 veg, fruit, nuts and 10,000 steps a day) we know what to do
    but intentions and results are different breast...

    As an Authorised Financial Adviser (AFA), disengagement of clients from their investments is my biggest challenge
    (there are other things to think of kids, holidays, the next weekend)

    If I can get my clients to think about their KiwiSaver investments in the early years
    the potential for higher long term results are greatly enhanced for them.
    Financial education is a ongoing process for my clients and yes it can be kept simple...

    and.. by the way other fund managers do
    have got some great 'simple' financial educational tools, you just need to be prepared to find them.
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