Self-Sufficiency in Retirement

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As a country, we are developing new attitudes towards retirement with many choosing to continue to work but with reduced hours and the expectation of a continued standard of living without too much fuss. Whatever your situation, you will at some point choose to slow down and the income from wages or a salary will not be available to cover all of your lifestyle expenses. The key is having a clear plan to take the investment capital you have accumulated and turn it into a regular stream of funds to pay for your lifestyle.

Use this plan if...

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• You would like to know how to move easily from working to retirement and how to replace your income.
• You need a plan on how much you are able to spend and when.
• You want to clearly understand your options, create a clear plan and peace of mind to enjoy life.

Game Plan Emphasis

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While we explore every component in the delivery of a Game Plan our experience has shown that the components highlighted here are areas where we place emphasis at this stage.

Some Other Issues

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A NZFP Financial Game Plan also solves some other key issues for people at this stage in life. They include:

1. Whether you have enough money to fund your chosen lifestyle.
2. The mechanics of shifting from a regular income to using your investment capital.
3. What options you have in retirement to do the things that you want to.

NZFP is able to help clarify these through a clear Self-Sufficiency in Retirement Game Plan and with a regular review process, ensure you keep on track to achieving your goals for financial self-sufficiency.