Call Us 0508-468-378 | Login to My Vault
Call Us 0508 468 378 | Login to My Vault | Our Duty of Care | Retirement Guide
Embrace financial planning to find comfort and security in retirement
A financial adviser empowers you to fulfil your retirement goals and start the next chapter with confidence
Hoping to retire comfortably, without any worries about your finances? Do you want the ability to support your children as they reach major milestones – such as studying at university, or buying their first home?
Maybe living out your days on a tropical island is more your thing...
We all have goals and aspirations for our retirement – and financial planning can help you make those dreams a reality.
Helping you create and sustain financial wellbeing
At New Zealand Financial Planning, we acknowledge and celebrate that every person’s journey is different.
That’s why our advisers take the time to understand your hopes, dreams, and ambitions – so that our financial advice is personalised with an action plan to help you achieve those goals.
We guide you to make informed financial decisions, giving you the opportunity to experience a comfortable, secure, and fulfilling retirement!
Our team of advisers will tailor a plan to suit your values and priorities
New Zealand Financial Planning has offices in Auckland, Wellington, Christchurch and Dunedin, each with a team of passionate financial advisers who are dedicated to supporting you.
Our advisers work with you to identify and make the most of your resources to create a financial plan that will help you sustain a fulfilling lifestyle in retirement.
Check out our resources
to learn more about financial planning
Your retirement planning checklist
Take care of the important things that you cannot afford to lose:
- Your health and ability to care for those you love
- Have you got enough life and disability insurance?
- Do you take good care of your stresses, fitness and eat a healthy diet?
- Do you have documented Enduring Powers of Attorney?
- Your assets and precious belongings
- Are there any possible risks that might not be covered by insurance?
- Have you clearly documented your wishes and intentions in regards to your assets?
- What physical protection, backups, records and security do you have in place?
- Your income
- Do you understand your cash flows and regular budgets - do you know how much you earn, spend and have available to save or invest?
- Do you keep a rainy day fund to cover unexpected expenditure should your income suddenly cease?
- Your future lifestyle
- Do you know what you want this to look like, where you’ll be and how much it will cost to fund it?
- Have you got a nest egg put aside to pay for some of your future plans?
- Do you know the impact that even low inflation may have on your future spending needs?
- Have you thought about what is really important to you and what you would like the freedom to do in the future?
If these questions have inspired you to develop your retirement plan, or perhaps you have realised that there’s a lot to be done to secure your finances, then it’s time to speak to a financial adviser.
We’re here to help you. With expertise, resources, and a genuine interest in your goals, our team of financial planners will get you started and support you throughout the financial wellbeing journey.
The financial world can be overwhelming. We clear a path through the ‘noise’ to guide you towards your goals and greater financial security
Experience the holistic benefits of financial planning with our dedicated advisers. Get in touch
today
Contact Us
At NZFP, we partner with you to help you create and sustain financial wellbeing to enjoy life.
Freephone: 0508 468 378
Email:
[email protected]