Kapiti Financial Advice Limited – KiwiSaver and Investment

Kapiti Advice

Providing you with expert advice, recommendations, and support to help with your KiwiSaver savings and investment needs.

KiwiSaver

Whether towards home purchase or for retirement planning, we can help you make the most out of your KiwiSaver savings.

Investment

Book your free meeting and we'll take the time to find out about your financial goals and how we can help you achieve them.

Retirement

We can advise you on how to manage your savings as retirement approaches, and to provide an income during retirement.

John Bolsover

At Kapiti Financial Advice Limited we pride ourselves on providing our clients with expert advice, recommendations, and support to help them with their KiwiSaver savings and investment needs.

We are committed to providing excellent service along with informed and reliable advice appropriate for our clients’ needs, so that we can be confident that we have found the right solution for you, our client.

Monthly View

Global share markets rose during February despite tensions escalating

The escalation of tensions in the Middle East is a continuation of geopolitical events since the beginning of the year.

Nevertheless, global share markets rose during February. Emerging markets, Europe and Japan were once again among the better performing regions.

The US sharemarket was weighed down by uncertainty surrounding the larger technology companies as concerns over the level of their capital spending continue to linger.

Software and services companies’ share prices have fallen materially as investors reassess their prospects amid rapid advances in Agentic Artificial Intelligence.

Geopolitical shocks are unsettling, but not uncommon. Historically, the impact of geopolitical shocks on markets has tended to be short-lived, unless they develop into economic shocks.

Investors should focus on their longer-term goals, remain patient during short-term market fluctuations, and maintain a portfolio aligned with their objectives and risk tolerance.

Sound Financial Advice

John Bolsover at Mortgage Link Kapiti helped my partner and I arrange a mortgage for our first home. This can be a confusing and stressful process, but John made it clear and easy. He pairs extensive financial knowledge with a high degree of integrity and empathy- this made us very comfortable in the decisions we made. It is clear that John is not only a professional in this area, but has a distinct passion for providing sound advice. I would not hesitate to recommend John’s services to others in the situation of buying a first home, or those requiring any form of financial advice. He will certainly be our first choice going forward.

Chris (Kapiti)

I found mortgage link to be very efficent friendly knowledgeable and professional. John was clear when giving advice and made sure we understood what was happening. He communicated really well with us through the whole process, which made the whole ordeal that much easier for us. Highly recommend.

Jade (Kapiti)

I received great professional and friendly service from John Bolsover of Mortgage Link Kapiti when he assisted my wife and I in choosing the most appropriate home loan renewal option when one of our loan accounts were due to roll over last month. John’s insightful recommendations that suited our families current financial situation including various ‘what if’ economic outlook scenarios that may play out within the 8 month – 1 year made the decision a more comfortable task for us, especially in these unprecedented times. All of his recommendations were backed up with clear financial analysis and John always responded immediately to any of our questions at all times, nothing was a problem for him. Above all, John’s integrity, which we always value when seeking professional services of any kind, shone brightly throughout the entire process. Thank you John.

Seta (Wellington)