Who Are You?

Middle or Senior Management


As a middle or senior manager you are probably achieving a good income for yourself and your family and depending on the company you may be on a superannuation scheme or you may be responsible for saving towards retirement yourself.

In the first instance and while you are still working we are able to help you with an NZFP Game Plan that will give you an understanding as to what you require in order to have the lifestyle and reach your goals and objectives for your retirement.

As you move towards retirement you may need help in taking your superannuation or savings and converting it into capital that you are able to draw from on a regular basis to do the things that you want to do.


Some common questions people in management ask us


How much do I need to save to enjoy a comfortable lifestyle?

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.


How do I move from working to retirement?

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 works. 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 the practicalities when moving from earning wages and income to being self-sufficient and using your accumulated capital.

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.


Can you help me get on the right track?

No matter whether you want an NZFP Game Plan to help you save so you can accumulate assets or experiences or you want to take a structured approach to saving for retirement, the game plan will put you on the right track. By working with us we can ensure that your goals and objectives are taken into account and a pathway is set for you.


Where to next


You can find more information on what an NZFP Game Plan is, what is in an NZFP Game Plan or what 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.

:: Find out More

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.

:: Find out more

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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