Investment
Enjoy your wealth
We find our clients all have interesting lives and particular passions – whether travel, theatre, car collecting or training for a challenging sporting event. Impending retirement shouldn’t mean that these interests will need to be curtailed. Quite the opposite.
Enjoy and Sustain Wealth
You have worked hard to build your wealth and you now you are looking to secure your future making sure you have sufficient to meet your needs and interests and to protect your assets.
Your financial or investment plan will map out how your financial resources will support you when you no longer wish to work and how best to pass on your wealth to the next generation. The plan we develop with you will answer such questions as:
- How much money will I need? How can I top-up my savings?
- Will my money last in my lifetime? Is NZ Super or my work pension enough?
- How do I protect the purchasing power of my money?
- I can access Kiwisaver at age 65 – what are my options?
- Which investments are best for my circumstances?
- Should I keep my rental property?
- Will I be okay if my partner predeceases me? I want to provide for my children too.
We have an Investment Management Service that takes care of your investments so that it is hassle free and gives you peace of mind to enjoy your life.
Your Financial Plan
Creating your lifestyle in retirement will benefit from a clear financial plan. You will also benefit from a regular review to monitor your progress and to make adjustments, for example if investment or taxation rules change. Your financial plan will:
Assess
Where are you now? Take stock of your unique situation.
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Priortise
Identify your immediate must-haves and risks. What do you have to achieve?
Strategise
Map out how to stay financially independent. Consider scenarios and options. What could go wrong?
Prosper
Keep you on track with reviews and action points when things change.