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ACCOUNT BALANCE
GET THE RIGHT ADVICE
Balance estimate disclaimer
If using this estimate for a withdrawal, please note that in order to calculate your withdrawal amount, we will use the unit prices available at the time we process the withdrawal. You will not receive a unit price for a date earlier than the date your withdrawal form is received (note unit prices for each business day are generally available two business days later). Payments may take up to five business days to process from when we receive the required withdrawal form. In some circumstances, withdrawals will take longer to process if your withdrawal form is not fully complete or your withdrawal requires additional approval.
Unit prices can change daily i.e. these can go down or up. This means that if you are making a full withdrawal the total amount you receive may vary from any earlier balance estimate provided. At the time of the withdrawal you may have had other deductions processed to your account balance, such as for tax and fees. Unit prices can be viewed when you sign into your account online at www.mercerfinancialservices.co.nz.
While all reasonable efforts have been made to ensure the information contained in this estimate is correct, the Manager reserves the right to correct any error or omission. You should not enter any commitments based solely on the information contained in this estimate.
If you require further information about your account, please contact us.
As at {}
Unit prices calculated {}
$
Dont stress. We cant display all your details above, click below for a full summary.
View other account balances
your account balances
Topping up your account is easy
The more you contribute to your FlexiSaver account, the more it will grow. To make contributions, you can transfer as much or as little as you would like via online banking. You can also set up a recurring automatic payment.
BALANCE SUMMARY
Over Time Information Estimations Contribution caps
Investment earnings - Any income or losses achieved by your investment.
Net Investment - Any contributions received, minus any withdrawals, fees and taxes.
The graph displays a maximum of 7 years. If you have been with the fund for more than 7 years, the graphs’ first net investment figure may include investment earnings from previous years.
Figures are as at #
This is an estimate based on the amount you have drawn in the past 12 months, and does not consider your personal objectives, financial situation or needs. For personal financial advice, please contact us to speak to a financial adviser.
You can put as much as you like into your super, but the amount for which you receive tax concessions is limited by contributions caps.
leaving service benefit
Balance estimate disclaimer
If using this estimate for a withdrawal, please note that in order to calculate your withdrawal amount, we will use the unit prices available at the time we process the withdrawal. You will not receive a unit price for a date earlier than the date your withdrawal form is received (note unit prices for each business day are generally available two business days later). Payments may take up to five business days to process from when we receive the required withdrawal form. In some circumstances, withdrawals will take longer to process if your withdrawal form is not fully complete or your withdrawal requires additional approval.
Unit prices can change daily i.e. these can go down or up. This means that if you are making a full withdrawal the total amount you receive may vary from any earlier balance estimate provided. At the time of the withdrawal you may have had other deductions processed to your account balance, such as for tax and fees. Unit prices can be viewed when you sign into your account online at www.mercerfinancialservices.co.nz.
While all reasonable efforts have been made to ensure the information contained in this estimate is correct, the Manager reserves the right to correct any error or omission. You should not enter any commitments based solely on the information contained in this estimate.
If you require further information about your account, please contact us.
ACCOUNT STATEMENTS
Available statements will show here.
Select a statement...
RETIREMENT BENEFIT
Based on your current balance in this account, we estimate
$
super balance in {}, at age #
$
retirement income p.a.
of retirement income
of what you need
allowing for a NZ Super estimate
What are the assumptions?
$
$
$
Factors relating to your membership period and account balance mean we can’t show you a retirement estimate here. In future you may see a retirement estimate as your circumstances change.
GET THE RIGHT ADVICE
For full details of your defined benefit please contact us. A Mercer financial adviser can help you understand your entitlements so you can make the right choices to meet your personal needs.
READY FOR RETIREMENT?
Retirement is one of the key milestones in our lives. It is important that we take steps to understand what actions we can take before and after we retire to live more comfortably in retirement.
Click on 'Tools' to use the ‘Retirement Income Simulator’, which can help you understand what your retirement income could look like and how long it might last.
ACCOUNT ACTIVITY
Invest right today, to be better off in the future
Match your investments to you - change your investment option to suit your life. Check out your choice of investment options here.
Keep your tax rate up to date
Your tax rate can make a difference to your savings - check yours is correct.
CURRENT INVESTMENTS
FAQs
MERCER MAGAZINE
Get your dose of Mercer Magazine and stay up to date with the latest content in health, wealth and career.
MERCER MAGAZINE
Get your dose of Mercer Magazine and stay up to date with the latest content in health, wealth and career.
Your future contribution strategy is : {}
The result of your Risk Attitude quiz is : {}
Take a look at your current investment options and understand them better. Explore the Mercer KiwiSaver scheme investment options here and the Mercer FlexiSaver and Mercer Super Trust investment options here.
To find out more about Investments please contact our Helpline.
Invest in yourself
Make your investments work for you. Request a call back
ADVICE
INSURANCE
CONTRIBUTE NOW
To make contributions, you can transfer as much or as little as you would like via online banking. For Mercer KiwiSaver scheme simply search for ‘Mercer KiwiSaver’ and for Mercer FlexiSaver search for ‘Mercer FlexiSaver’ as a new payee and follow the prompts on your internet banking. You can also contribute via direct debit. You can find the direct debit form in the documents tab under ‘member forms’ on your online account.
If you are a Mercer Super Trust member, you generally contribute to your plan through deductions from your pay. Your employer may also contribute on your behalf.
Depending on the rules of the plan you are in, you may be able to make regular or lump sum contributions over and above the contributions deducted from your pay. To find out if you can make voluntary contributions, please call our Helpline team on 0508 637 237.
Fund performance and updates
See how all Mercer investments are performing over different periods. Find out now
INVESTMENT CHOICE
You can find out more about Mercer’s investment options here. You can review and switch between funds anytime without any charges.
Death benefit
This is the total benefit payable in the event of your death. This amount is inclusive of your super balance.
$
Death Benefit
As at
TPD benefit
This is the total benefit payable in the event you become totally and permanently disabled. This amount is inclusive of your super balance.
$
Total & Permanent Disablement
TTD Benefit
This is the monthly amount payable if you are totally but temporarily disabled, and after a waiting period. Please check policy details (in the PDS) for waiting/benefit periods and benefit offsets.
$
Total but Temporary Disablement
INSURANCE INFORMATION
Please read this important information about your insurance cover.
ACCOUNT BALANCE
GET THE RIGHT ADVICE
As at {}
Unit prices calculated {}
$
Dont stress. We cant display all your details above, click below for a full summary.
View other account balances
your account balances
Topping up your account is easy
The more you contribute to your FlexiSaver account, the more it will grow. To make contributions, you can transfer as much or as little as you would like via online banking. You can also set up a recurring automatic payment.
BALANCE SUMMARY
ACCOUNT STATEMENTS
Available statements will show here.
RETIREMENT BENEFIT
Based on your current balance in this account, we estimate
$
super balance in {}, at age #
$
retirement income p.a.
of retirement income
of what you need
allowing for a NZ Super estimate
What are the assumptions?
$
$
$
Factors relating to your membership period and account balance mean we can’t show you a retirement estimate here. In future you may see a retirement estimate as your circumstances change.
GET THE RIGHT ADVICE
For full details of your defined benefit please contact us. A Mercer financial adviser can help you understand your entitlements so you can make the right choices to meet your personal needs.
READY FOR RETIREMENT?
Retirement is one of the key milestones in our lives. It is important that we take steps to understand what actions we can take before and after we retire to live more comfortably in retirement.
Click on 'Tools' to use the ‘Retirement Income Simulator’, which can help you understand what your retirement income could look like and how long it might last.
ACCOUNT ACTIVITY
Invest right today, to be better off in the future
Match your investments to you - change your investment option to suit your life. Check out your choice of investment options here.
Keep your tax rate up to date
Your tax rate can make a difference to your savings - check yours is correct.
CURRENT INVESTMENTS
FAQs
MERCER MAGAZINE
Get your dose of Mercer Magazine and stay up to date with the latest content in health, wealth and career.
MERCER MAGAZINE
Get your dose of Mercer Magazine and stay up to date with the latest content in health, wealth and career.
Your future contribution strategy is : {}
The result of your Risk Attitude quiz is : {}
Take a look at your current investment options and understand them better. Explore the Mercer KiwiSaver scheme investment options here and the Mercer FlexiSaver and Mercer Super Trust investment options here.
To find out more about Investments please contact our Helpline.
Invest in yourself
Make your investments work for you. Request a call back
ADVICE
INSURANCE
CONTRIBUTE NOW
To make contributions, you can transfer as much or as little as you would like via online banking. For Mercer KiwiSaver scheme simply search for ‘Mercer KiwiSaver’ and for Mercer FlexiSaver search for ‘Mercer FlexiSaver’ as a new payee and follow the prompts on your internet banking. You can also contribute via direct debit. You can find the direct debit form in the documents tab under ‘member forms’ on your online account.
If you are a Mercer Super Trust member, you generally contribute to your plan through deductions from your pay. Your employer may also contribute on your behalf.
Depending on the rules of the plan you are in, you may be able to make regular or lump sum contributions over and above the contributions deducted from your pay. To find out if you can make voluntary contributions, please call our Helpline team on 0508 637 237.
Fund performance and updates
See how all Mercer investments are performing over different periods. Find out now
INVESTMENT CHOICE
You can find out more about Mercer’s investment options here. You can review and switch between funds anytime without any charges.
$
Death Benefit
As at
$
Total & Permanent Disablement
$
Total but Temporary Disablement
INSURANCE INFORMATION
Please read this important information about your insurance cover.
Disclaimer Estimations Contribution caps
The estimate shown here is based on the following information about you:
• Your age and period to retirement (in whole years)
• Your account balance
It also includes assumptions about:
• Investment earnings
• Inflation
• Employer contributions
• No voluntary contributions
• Your partner status
• Your desired retirement income
This is an estimate based on the amount you have drawn in the past 12 months, and does not consider your personal objectives, financial situation or needs. For personal financial advice, please contact us to speak to a financial adviser.
You can put as much as you like into your super, but the amount for which you receive tax concessions is limited by contributions caps.
Balance estimate disclaimer
If using this estimate for a withdrawal, please note that in order to calculate your withdrawal amount, we will use the unit prices available at the time we process the withdrawal. You will not receive a unit price for a date earlier than the date your withdrawal form is received (note unit prices for each business day are generally available two business days later). Payments may take up to five business days to process from when we receive the required withdrawal form. In some circumstances, withdrawals will take longer to process if your withdrawal form is not fully complete or your withdrawal requires additional approval.
Unit prices can change daily i.e. these can go down or up. This means that if you are making a full withdrawal the total amount you receive may vary from any earlier balance estimate provided. At the time of the withdrawal you may have had other deductions processed to your account balance, such as for tax and fees. Unit prices can be viewed when you sign into your account online at www.mercerfinancialservices.co.nz.
While all reasonable efforts have been made to ensure the information contained in this estimate is correct, the Manager reserves the right to correct any error or omission. You should not enter any commitments based solely on the information contained in this estimate.
If you require further information about your account, please contact us.