Who Are You?

I want to get on the right track

What we have found with a lot of people is that at some point in their life they decide that they need to take a planned and structured approach to long-term savings goals such as retirement. They want to get on the right track.

A Getting on the Right Track Game Plan is all about taking into consideration your current position, your future desired lifestyle, and exploring options so that we are able to produce a game plan that is most suited to your needs. Everyone is different and so taking a tailored approach to this is extremely important.

Common questions asked by people wanting to get on the right track

What level of capital do you require to fund your future lifestyle?

This is perhaps the question we get asked the most and depends on a number of factors such as retirement age, desired lifestyle, and life expectancy. Sometimes people are surprised that the amount required is more achievable than what they were thinking.

Can I afford to save the amount I need to?

While identifying a figure that you require is the first step, actually saving it is the key. For a lot of people this can be a fairly unnerving proposition. Together with an NZFP Game Plan, your adviser will help coach you through this and show you that it isn't as daunting as perhaps you were thinking.

Can you help me get on the right track?

No matter whether you want an NZFP Game Plan to help you save so you can accumulate assets and experiences, or you want to take a structured approach to saving, the game plan will put you on the right track. By working with us we can ensure that your goals and objectives are taken into account and a pathway is laid out for you.

Where to next

You can find more information on the Becoming Financially Independent Game Plan, what an NZFP Game Plan is and what is in an NZFP Game Plan on the right hand side. If you are ready to get going then using the details below find an office, find an adviser, or have us contact you.

The 'Becoming Financially Independent' Game Plan

Being able to do the things you want to when you retire or slow down in your working life is all about having capital ready to replace those ongoing wages or salary. This is achieved by having an accumulation plan in place to put money aside as and when possible.

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The NZFP Game Plan

Since New Zealand Financial Planning (NZFP) was formed some 25 years ago we have been able to help many New Zealanders create financial independence and manage their wealth, giving them the freedom to enjoy life. We achieve this through an NZFP Game Plan.

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The Components of an NZFP Game Plan

In order to construct a well-rounded and well thought out Financial Game Plan we explore a variety of areas that influence your ability to achieve your goals and objectives and ultimately your financial independence.

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