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Tag: retirement planning

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When you reach 65 you don't have to close your KiwiSaver account. Talk to a Wealth Adviser on what is the best thing to do for your situation.

Reached 65! What shall you do with your KiwiSaver?

Approaching 65 is an exciting milestone for KiwiSaver members — it’s when you gain full access and control over the retirement savings you’ve built throughout

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Creating a retirement plan with a Financial Adviser can help you get the retirement you dream of.

Getting started with a retirement plan

Successful retirement planning is a key part of being prepared for life after work.  Haven’t given much thought to your plans for retirement? You’re not

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What is KiwiSaver and how does it work?

What is KiwiSaver and how does it work?

Keeping your KiwiSaver top-of-mind makes sense. If you’re familiar with the basics, but could do with expanding your KiwiSaver knowledge, read on for things to

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Is a term deposit the best investment strategy?

Are term deposits the best way to invest?

Term deposits have been the go-to “safe” investment for generations of New Zealanders. You put your money in, know exactly what you’ll get back, and

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How much do you need for your retirement savings.

Is it true that you need $1M to retire?

You may have heard that you need a million in the bank to retire, but as with everything else financial, it all depends on your

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Using an Investment Adviser to help you with your future financial plans to grow your wealth.

When should you get an Investment Adviser and what do they do?

Although anyone can invest money themselves, we often see many people lack the information or access to a diverse range of products to do it

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Why are woman less better of in retirement than men?

The retirement gap: Why women are falling behind

As of 2023 women typically have about 25% less money in their KiwiSaver accounts than men*. We often hear about the gender pay gap, which

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A Wealth Adviser can help you with your KiwiSaver, retirement plans and investment plans.

How a Wealth Adviser can help you?

A Wealth Adviser is someone who can give you advice on your investments, including KiwiSaver. Sean Folan our Wealth Adviser talks about how he supports

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Getting Financial Advice is for everyone. Not just the wealthy.

Don’t let the name Financial Adviser scare you

When you think of a Financial Adviser, you might picture someone helping rich folks manage their money. But guess what? Financial advisers are for everyone,

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