Confidence for the years ahead — and the freedom to enjoy them
Planning for retirement isn’t just about reaching a number. It’s about knowing you have enough — and that your money will work for you, not the other way around. Whether retirement is years away or just around the corner, we help you create a plan that turns uncertainty into clarity, and goals into a practical, achievable path forward.
How we help:
- Build your retirement roadmap – using detailed modelling to show what your future could look like under different scenarios.
- Optimise KiwiSaver and investments – ensuring your mix of growth, income, and liquidity supports your timeline and comfort with risk.
- Plan your income strategy – balancing security and flexibility so you can enjoy life without fear of outliving your savings.
- Protect what you’ve built – with insurance, estate planning, and tax-efficient structures that preserve wealth for the next generation.
- Review and adapt – because markets change, goals evolve, and a good plan keeps pace with both.
Our approach
We take a long-term view — grounded in clear data, transparent process, and genuine partnership. Our advisers help you make informed choices about when to retire, how much you’ll need, and how to transition confidently from building wealth to living from it.
Example:
A client couple in their early 50s wanted to retire within ten years but weren’t sure if it was possible. Through retirement modelling, investment restructuring, and a tailored draw-down plan, we showed them how to reach financial independence by 60 — with room to travel, support family, and enjoy life on their own terms.
