Planning for
Retirement
If you’re retiring within 10 years, you’re entering a time of transition and adjustment, and there’s a lot you need to get right.
This plan clarifies the right time for you to stop working and move from earning to drawing down.
Perfect for executives and business owners, or individual investors, Planning for Retirement is holistic, operates over 30+ years and is stress-tested against real scenarios.
From $2,500 one-off plan fee, plus $50/month ongoing support.
Strategies
Full retirement income modelling
KiwiSaver drawdown strategy
Investment allocation optimised for retirement
Stress-testing against market crashes and longer retirement
NZ Super timing analysis
Estate planning review including EPOAs and Wills
How we work with you
Initial Consultation – 30 min
A relaxed chat to hear your thoughts and questions. No cost, no commitment.
Discovery – up to 2 hours
We discuss your goals, finances and concerns. The deeper our understanding, the better our advice.
Research & Analysis – 2 weeks
We find opportunities in your current assets, debt, cash flow, investments, insurance, KiwiSaver, business and tax.
Recommendation – 2 hours
We walk you through the plan that suits you best, ensuring you understand everything.
Implementation
Once you’re happy, we sort the details, bring in other specialists if needed and keep you updated.
Ongoing Support
We meet regularly to review your plan and make sure it’s working for you.
Jeshal helped us work out how to use our investments and KiwiSaver to buy a home for our son and his family. His advice gave us the confidence to actually do it — to help our family now, when they need it most.