Our Process

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The Wealth Creation Steps = Grow

Step 5 – Retirement Planning

Many of us think retirement is a long way off! Consider this:

How many monthly pay cheques have you got left between now and retirement?

  • Ten years = 120?
  • 15 years = 180?
  • 20 years = 240?

How much are you saving for retirement? Have you started your KiwiSaver, have your spouse and children signed up and are they receiving the long term tax benefits?

Do you have a superannuation plan? What rate is this being taxed at?

How much can you save between now and retirement, and will this be enough?

Is there another way?

Have you considered residential or commercial property investment?

The sooner you start planning for your retirement the easier the journey will be. By meeting with one of our Apex Investment Advisers you can quickly identify your needs and make your retirement a dream rather than a nightmare!