Financial Advice

Before making financial or investment decisions, it is recommended that you contact a suitably qualified financial adviser.

If you already work with a financial adviser, feel free to reach out to them. Mercer's financial advice team can provide specific advice in relation to your savings in SIL and general information on other types of financial products. They can help with:

• choosing an investment fund that matches your short-, medium-, and long-term savings goals
• understanding and working through your contribution options
• saving for your first home, including selecting the right investment option and maximising your contributions
• a pre-retirement check-up to help you plan how to manage your SIL investment in retirement
• making withdrawals once you become eligible, including guidance on managing your SIL account and understanding your options
• KiwiSaver, offering general information on how to get the most out of your KiwiSaver savings

There is no individual charge to you for this service.

You can complete an online form to arrange a call back from Mercer's financial advice team or arrange a call back via the Helpline team by calling on 0800 405 845.

Further detail on the service is available via Mercer's financial advice disclosure statement.