Who Are You?

Salaried or Waged Employees

Many New Zealanders that seek our advice are salaried employees working in a variety of industries. They are people that have recognised that they want to take a more planned and structured approach to saving for retirement or recognise that they require help around the best financial solutions for them personally. Whatever the reason, NZFP is able to assist you to achieve your lifestyle goals.

Some common questions wage and salary earners ask us

How much do I need to save to enjoy my lifestyle in retirement?

While there are a number of factors, the primary factor in determining how much you will require is the lifestyle that you wish to enjoy in retirement. We are able to provide you with an NZFP Game Plan that clearly demonstrates the various factors and provides you with a method of being able to reach the amount you require.

Can I afford to save what I need to?

People often believe that they aren't able to save a sufficient sum of money to achieve their goals. An NZFP Game Plan will show you the amount you need for your lifestyle requirements and then put in place strategies to help get you on track to achieve that.

How do I make the most of my surplus income?

Having discretionary income is fantastic but making it work for you is the key. When we produce An NZFP Game Plan for you we are able to work through different scenarios as to determine where the surplus would be best applied. Following these strategies will help you in achieving your goals and objectives.

How quickly am I able to save for my retirement?

This is dependent on a lot of factors such as your current and future incomes, lifestyle costs and the time until you retire. While it is always easier to start earlier in life an NZFP Game Plan can show you the way forward.

Where to next

You can find more information what an NZFP Game Plan is, what is in an NZFP Game Plan or and the types of Game Plans we provide 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 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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What types of Game Plans are available?

There are a number of Game Plans available to suit your life stage. Click on one of the examples below to see what they are about.

:: Getting Yourself Set Up
:: Becoming Financially Independent
:: Self-Sufficiency in Retirement
:: Business Owners Game Plan
:: Investment Plan for Trusts

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