Who Are You?

I need to manage my retirement.

As you move through your retirement there will be key milestones where you need to review your situation. We have recognised this and will be sure to help keep your finances on track throughout your retirement years.

Common questions asked by people needing to manage their retirement

How much can I afford to do?

People are often unsure what they are able to spend each year to achieve a balance between doing the things that they want to and having enough capital left to do the things they still have planned. NZFP is able to help you understand varying options for you and more importantly give you peace of mind by removing some of the financial uncertainties you may be faced with.

How do I ensure that my wishes are adhered to?

There are a number of ways that we are able to help you do this. The first thing however is to work with you and understand what those wishes may be and how they will impact your ability to do the things that you want to. Once we have that sorted, we can put in place strategies to make sure your wishes are respected.

Can I afford to provide a legacy to my children or grandchildren?

Over the last few years we have noticed a shift from people leaving lump sums to their children or grandchildren to providing more specific funds such as paying for the grandchildren's education. Whatever it is you wish to do we are able to talk and work through varying options that are available to you including how to ensure that any such gift is used for the intended purpose.

Where to next

You can find more information on the Self-Sufficiency in Retirement Game Plan, what a 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.

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