Retirement plans for your lifestyle
We make it our priority to get to know you and your retirement goals so you can live the life you want in retirement.
Kiwisaver RECOMMENDATIONs
If it's the right fit for you, we can seamlessly integrate KiwiSaver strategy into your retirement plan. Beyond its role in wealth accumulation, KiwiSaver serves as a strategic resource for managing your retirement spending.
Lifestyle goals
Whether you are planning for your retirement, building a legacy of wealth, or would like to use your assets to generate an income, we can help you build a comprehensive investment strategy tailored to your goals.
Cash Flow Modelling
We use cash flow modeling to assist you in planning for retirement. Our retirement and KiwiSaver calculators create retirement income projections and drawdown forecasts.
Retirement Income & planning
We take into account your savings, accumulated assets, and anticipated liquidity events to create a retirement plan that aligns with your financial goals and provides long-term security.
Live the life you want in retirement
When it comes to planning for your retirement there’s a lot to consider: your age, where you live, your income, investments and goals to name a few. To get the most out of your assets come retirement — assets you’ve worked incredibly hard for - we recommend getting professional financial advice.
Whatever stage you’re at with your retirement planning, we can help you retire better so please complete our retirement planning quiz and get in touch for a no-obligation consultation.
We do our best Retirement Planning work with:
Aged 50+
Investors who are looking forward to retirement and want a comprehensive plan heading into it.
Ready for expert guidance
People who value expert help because retirement is too important.
lump sum investors
People who have over $500,000 to invest
You have questions…
“How can I turn my nest egg in to a paycheck?”
“How can I reduce my taxes in retirement?”
“Are my investments suitable for retirement?”
The Process
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Our first step is to understand where you are at now, so we can look ahead to where you are going. Complete our quick Retirement Planning Quiz
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Adam or Bruce will be in touch to discuss your high-level retirement goals.
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We will then arrange a time for you to sit down with us at our office located at 4/41 Newton Street, Mount Maunganui and craft your comprehensive retirement plan.
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After the meeting, we will prepare a report with your personalised strategy.
Like our recommendation? Great. Let’s push forward and implement your retirement strategy.