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

Retired

Our retired clients want a stable cash flow and a worry free retirement.

Income

  • Will NZ Superannuation be enough for you?
  • Will you need income from investments as a stop gap before age 65?
  • Establish a range of investments to generate a stable cash flow.

Security

  • Youíve worked hard to accumulate money so you donít want unnecessary investment risk.
  • You want to take care of inheritance issues.
  • You may also want to find out if a family trust will work for you.

Hassle free

  • Simplify your financial arrangements.
  • Find an adviser you can trust and enjoy a worry free retirement.

Your Portfolio

Retired