Plan for the golden years

Whether you have dreams of cruising the Mediterranean or living the simple life, it’s best to start planning for retirement now, not five years before you want to retire.

Have your money working smarter

A strong investment portfolio coupled with the right advice will have your hard-earned money working smarter for you, and can help you save for the most important things in life. A good financial plan is not ‘one size fits all’, it is based on your goals and your individual circumstances.

What investment plans and options are you looking at?

  • KiwiSaver - KiwiSaver is was created to encourage New Zealanders to save for their retirement. It is a voluntary savings scheme contributed to by you, the government and your employer. The type of fund you chose should be based on your age and your goals. Choosing the correct fund could mean thousands of dollars more in your retirement fund. It is also important to have the correct PIR rate
  • Retirement planning - Whether you're starting out in your career, you're a seasoned worker or you're nearing retirement the future is something you can't avoid. You need to start planning now to get the lifestyle you want when you retire
  • Investments - Investment can provide you with income either in lump sum payments or ongoing payments. The investment strategy that is right for you will depend on your current situation, debt, loans and future goals