Retirement and Superannuation
A retirement plan will help make sure that you will have enough income when you want to stop working and "put your feet up". We will ask about when you want to retire, the annual income you want to have and whether you expect to receive New Zealand or other Superannuation.
We will analyse the extent to which your current savings will provide income for you and what the shortfall (if any) is going to be. If you need to save more we will identify the amount and also provide you with the most appropriate investment products for your particular circumstances.