When it comes to planning for your retirement there’s a lot to consider: your age, where you live, your income, investments and goals to name a few. To get the most out of your assets come retirement - assets you’ve worked incredibly hard for - we recommend getting professional financial advice.

At NZBritannia, we have over 25 years’ experience helping New Zealanders, with a proven track record in retirement and financial planning. We’re also specialists in transferring UK pensions to NZ.

Whatever stage you’re at with your retirement planning, our team of qualified Financial Advisers can help you retire better.

Retirement calculator

Will you be retirement ready?

In just a couple of minutes, our calculator tool will give you an idea on how much you’ll have when you retire and whether you’re on track to meet your retirement goals.

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Retirement planning & financial advice

Our specialist advisory team can work with you to create a personalised retirement plan to help you reach your goals and keep on track - including insurance, KiwiSaver and estate planning.

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Couple in blanket watching sun rise over snow capped mountains

Investing

We can help you build a portfolio that’ll meet your individual needs, as we understand everyone’s situation is unique, and there’s a lot to consider when looking to secure your financial future. Not only do we have our own in-house investment products, but we also work with other major providers.

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KiwiSaver

Just being a KiwiSaver member doesn’t mean the job is done, there are a lot of other factors to consider too. Our team of expert Financial Advisers can advise you on which KiwiSaver fund is best to help you meet your retirement aspirations.

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Insurance

It's not just about having insurance cover, it's about having the right insurance cover. We make sure your insurance remains ‘fit for purpose’ with your changing needs. We have relationships with NZ's major life insurers, and can offer expert advice in a wide range of areas such as life, trauma, medical and income protection insurance.

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UK pension transfers

Our team has been transferring pensions from the UK to NZ for over 25 years. During this time, we’ve worked with over 500 different UK pension providers to transfer pensions for over 20,000 clients.

We’re so confident you’ll have a great experience with our team that we offer free assessments and financial advice.

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UK to NZ pension transfer guide

Planning your pension transfer has never been so simple with our free eBook.

Request your free eBook
“
Dean ensures we fully understand his advice, always in a respectful, courteous manner. His guidance is comprehensive and sound, and we’re happy to have him as our financial adviser. We've already recommended him to our son and workmates.
- Annie Andrews
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Excellent service and genuine concern for the best outcome. Would highly recommend Britannia Financial Planning to anyone, anytime!
- Jagdis Nathoo
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NZBritannia were upbeat and positive, encouraging me to follow simple guidelines that, when combined with their great product, would allow me to live comfortably in my retirement. Most importantly, they gave me peace of mind.
- Tricia Wilce
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Every time we meet with Wayne Becker to understand how our investments are managed, we are delighted to hear what is happening in a way that we easily understand. Wayne's approach is friendly and professional and he is able to demonstrate financial activities with words, numbers, and diagrams. Thank you, Wayne, and thank you NZBritannia.
- Stephen Colling
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I have used NZBritannia since arriving in New Zealand in 2002. I have found their advice and services to be relevant and helpful. They aren't there to push services but rather show a genuine concern for your financial position and future plans.
- Derek Good
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The staff and advisers are always pleasant and helpful. When we first had dealings with the company we were given time to think and decide without being pushed into doing any transaction that was suggested. We liked this approach and it made us feel comfortable. We would have no hesitation in recommending anyone to get in touch with the company.
- Joyce Horne