Retirement planning

How Much do I Need to Retire Comfortably?


We are living longer and healthier lives but many retirees worry that they will outlive their financial resources. An investment portfolio will provide a regular income as well as liquidity. Lump sums can be drawn down for unexpected costs such as home maintenance or health care expenses.


Our advisers can help you establish how much income you require for your desired lifestyle and how much capital you need to accumulate before you retire.


Sources of retirement income can include; KiwiSaver, NZ Superannuation, your investment portfolio, rental income or equity-release from a property. We can help you integrate these assets into an overall financial strategy to ensure your funds last as long as you do.


CASE STUDY: Turning a business into retirement income (Max & Frieda)



Call us on 0800 757 858 to discuss your retirement planning options.