A workplace savings scheme to help your people meet their retirement goals.
Through our NZRT scheme, we can help you build a plan that suits your organisation and your people. NZRT can sit alongside your KiwiSaver offering, giving your people flexibility and freedom of choice.
• one-on-one financial advice sessions to help guide them to the right investment fund choices for their specific situation
• our Financial Literacy Education Programme provides onsite learning modules including:
◦ Goal setting and planning
◦ Insurance and wills
◦ Managing debt
◦ Saving and investing
• 24/7 access to our My AMP app to monitor their savings, update their preferences and see what their retirement might look like with our projections calculator
In most cases, when you leave your employer you can transfer to the Your Plan part of NZRT. You’ll be able to keep your savings invested as they are, but can also access your savings when you need them (minimal withdrawals apply). We can even set up regular withdrawal payments for you.
AMP Wealth Management New Zealand Limited is the issuer and manager of NZRT. The Supervisor is The New Zealand Guardian Trust Company Limited.
For more information, download the NZRT Product Disclosure Statement and NZRT Fund Update Booklet, ask your employer for a copy of your member booklet, or speak to your Adviser.
While care has been taken to supply information on this website that is accurate, no entity or person gives any warranty of reliability or accuracy, or accepts any responsibility arising in any way including from any error or omission. The content provided is intended to be used as information only and does not constitute personalised advice. Before acting on any of the information provided, we recommend that you seek advice which takes your individual circumstances into account.
A disclosure statement is available from your Adviser, on request and free of charge.