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I need to start moving to retirement

This is a fundamental stage for a lot of people. While they don't have a problem with the concept of eventually stopping work, the actual process of shifting into a position where one lives day to day off savings without any other income can be challenging. You may have access to a superannuation scheme, rental properties, your own savings or a number of other investment assets and you now need to work out how they are going to sustain your lifestyle going forward.

The Self Sufficiency in Retirement Game Plan is able to walk you through this situation and the mechanics of how this works.

Common questions asked by people needing to transition

How do I move from paid employment to being self-sufficient?

Hopefully you would have worked with NZFP prior to this stage in life and we would have been helping you prepare and understand how this plays out. If you haven't, then NZFP is able to help you understand firstly what the investment capital you have saved will allow you to do and secondly understand the mechanics of moving from receiving an income, to being self-sufficient and using your capital to fund your spending needs.

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 explore various options for you and more importantly give you the freedom to enjoy life.

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.

The 'Self-Sufficiency in Retirement' Game Plan

As a country, we are developing new beliefs around retirement with many choosing, and others needing, to continue to work for many years, albeit on reduced hours in some cases. Whatever your unique circumstance, at some point you may choose to slow down and the reduced income from your wages or a salary may not cover your lifestyle expenses.

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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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