Who Are You?
I need to fast track my savings
While we encourage people to start saving towards retirement earlier rather than later because it is easier, we recognise that this isn't always the case. Some people do start later in life.
If you are in this position and believe that you may need to fast track your savings, then we are able to help you understand what your lifestyle requirements for the future are likely to be, the income required to support it, the savings needed, and finally a strategy in order to achieve it.
Common questions asked by people needing to get on a fast track
How much do I need to save to enjoy my lifestyle in retirement?
While there are a number of factors, the primary factor on how much you will require is the lifestyle that you wish to enjoy retirement. We are able to provide an NZFP Game Plan that takes into account all the key factors and provides you with a method of being able to accumulate the amount you require.
Can I afford to save what I need to?
People often believe that they aren't able to save such a large amount of money but usually this isn't the case. An NZFP Game Plan will show you the amount you need for your lifestyle requirements and then put in place strategies to help you achieve that.
How quickly am I able to save for my retirement?
This is dependent on a lot of factors including current income, future income, lifestyle costs, time until you retire to name but a few. While it is always easier to start earlier in life an NZFP Game Plan will show you the way forward.
How do I protect myself and my family?
There are a number of options to consider depending on which areas of life you are wishing to protect. Insurance will help protect you against loss of items (including health and income) that are important to you and having a trust set up can help protect assets you are accumulating. An NZFP Game Plan will help you protect those things you value.
Where to next
You can find more information on the Becoming Financially Independent Game Plan, what an 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 'Becoming Financially Independent' Game Plan
Being able to do the things you want to when you retire or slow down in your working life is all about having capital ready to replace those ongoing wages or salary. This is achieved by having an accumulation plan in place to put money aside as and when possible.
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.
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.