The first step in preparing a great financial plan,
is to get clarity around what’s important to you
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Disclosure Statements

Expats

It can be hard to plan for retirement when you are relocating to different countries.

Tax

  • Dealing with taxation systems in different jurisdictions can make it difficult to plan for the long term.
  • Beware of unexpected tax consequences and consider alternatives.
  • Find out whether foreign superannuation schemes will still work for you once you are back in New Zealand.

Investment Planning

  • Adopt appropriate investment vehicles wherever you are.
  • Wrap up your investments in one consolidated account.

Retirement Planning

  • Consider where you would like to live once you stop work.
  • Find out how much you will need for the retirement lifestyle you want
  • Then work out how you can achieve it.
Expats