The following checklist is a good place to start:
- Read the Fund’s Product Disclosure Statement carefully and other documents.
- Set long-term savings goals. If you need help, visit www.sorted.org.nz/tools/goal-planner. Keep a record of your goals and frequently review them – annually is a popular choice.
- Seek financial advice. You can find a list of financial advisers on the Financial Markets Authority website, or contact MoneyTalks at www.moneytalks.co.nz
- Choose an investment option. Align your long-term savings goals with the investment option that best reflects how you feel about risk. Find out what type of investor you are at www.sorted.org.nz/tools/investor-kickstarter.
You can apply now by completing the Membership Application Form at the back of the Product Disclosure Statement and return it to Human Resources/Payroll.
It’s as easy as that!
If you have any general questions about the Fund or the joining process, call the Fund helpline on 0508 266 787.