Retirement planning
No two people’s retirement plans are ever identical. Everyone has different goals and plans for their retirement, from the sort of lifestyle you enjoy and where you'd like to live, to planning for the unexpected.
We've helped thousands of New Zealanders to plan within their financial means, so we understand all the things you need to weigh up. With our experience and expertise, you'll have a plan that’s built to last a lifetime.
We can help you retire better through…
Investing
We can help you build an investment portfolio that’ll meet your individual needs, and that you both understand and feel comfortable with. Not only do we have our own in-house investment products, but we also work with other major providers.
Learn moreKiwiSaver
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 Scheme is suitable to help you meet your retirement aspirations.
Learn moreInsurance
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 and retirement goals.
Learn moreUK pension transfers
Our team has been transferring pensions from the UK to NZ for over 25 years. We will help you decide whether you should transfer your UK pension or if it is best to keep it in the UK. We’re so confident you’ll have a great experience with our team that we offer free assessments and advice.
Learn more
