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your future.

What do you have in mind for your post-work life? And are your retirement savings on track to achieve your goals? Take the reins with our handy online tools, info guides and more. All designed to help you secure financial freedom and choice in retirement.
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3 Step Check-Up

Do you need to change any of your KiwiSaver or other retirement money settings? Find out with our 3 step retirement planning checkup.

Investment Volatility

Are you concerned about how the markets are affecting your retirement savings?  Our market volatility guide is designed to help put your concerns to rest.

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Do you need help with your KiwiSaver or other retirement finances? Get in touch to book a meeting, online chat or send us a message.

Market Volatility and Retirement Savings

Where are you in your retirement planning journey? Depending on your stage of life, some strategies can be timelier than others. Click below to choose your lifestage.

STARTING OUT? HERE’S HOW TO MANAGE MARKET VOLATILITY.

Are you in your late teens or 20s, and just starting out in your financial life? Volatility plays a different role at different stages of life. And it’s never too early to know and apply some key principles. Click below to see some steps you can take now.


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HOW TO MANAGE MARKET VOLATILITY AT THE ‘GROWING’ LIFE STAGE.

We call the lifestage between your early 30s and mid-40s ‘Growing’, because it’s usually when the financial seeds you’ve planted are starting to bud. The journey to retirement has well and truly started, and you need to make it as comfortable and fruitful as possible. Click below to see some ways to make the most of volatility, rather than hiding from it.
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HOW TO MANAGE MARKET VOLATILITY IN THE ‘CONSOLIDATING’ LIFE STAGE.

At this stage (usually between age 45 and 55, but it depends on individual circumstances), retirement is still some way off, but the planning gets more serious and details are refined.
To see how to make the most of market volatility at this stage in life, rather than avoiding it, click below.
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HOW TO MANAGE MARKET VOLATILITY WHEN NEARING RETIREMENT.

If your planned retirement is less than 10 years away, you may be concerned about the impact of volatility on your savings. But market volatility can still be your friend, even at this stage of life.
So, click below to see some key things to think about, to manage volatility without giving up on growth.
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HOW TO MANAGE MARKET VOLATILITY IN RETIREMENT.

After decades of hard work and planning, here they are – your golden years. So, how can you manage market volatility and make your nest egg go the distance? Click below to see some key things to do.
Hidden member only content, please login to access

 

Market Volatility and Retirement Savings

Where are you in your retirement planning journey? Depending on your stage of life, some strategies can be timelier than others. Click below to choose your lifestage.
Starting

STARTING OUT? HERE’S HOW TO MANAGE MARKET VOLATILITY.

Are you in your late teens or 20s, and just starting out in your financial life? Volatility plays a different role at different stages of life. And it’s never too early to know and apply some key principles. Click below to see some steps you can take now.


Hidden member only content, please login to access

Growing

HOW TO MANAGE MARKET VOLATILITY AT THE ‘GROWING’ LIFE STAGE.

We call the lifestage between your early 30s and mid-40s ‘Growing’, because it’s usually when the financial seeds you’ve planted are starting to bud. The journey to retirement has well and truly started, and you need to make it as comfortable and fruitful as possible. Click below to see some ways to make the most of volatility, rather than hiding from it.
Hidden member only content, please login to access

Consolidating

HOW TO MANAGE MARKET VOLATILITY IN THE ‘CONSOLIDATING’ LIFE STAGE.

At this stage (usually between age 45 and 55, but it depends on individual circumstances), retirement is still some way off, but the planning gets more serious and details are refined.
To see how to make the most of market volatility at this stage in life, rather than avoiding it, click below.
Hidden member only content, please login to access

Nearing Retirement

HOW TO MANAGE MARKET VOLATILITY WHEN NEARING RETIREMENT.

If your planned retirement is less than 10 years away, you may be concerned about the impact of volatility on your savings. But market volatility can still be your friend, even at this stage of life.
So, click below to see some key things to think about, to manage volatility without giving up on growth.
Hidden member only content, please login to access

In Retirement

HOW TO MANAGE MARKET VOLATILITY IN RETIREMENT.

After decades of hard work and planning, here they are – your golden years. So, how can you manage market volatility and make your nest egg go the distance? Click below to see some key things to do.
Hidden member only content, please login to access

3 step retirement savings checkup

Find out if your retirement settings need adjusting with our 3 step checkup.
What to Know
KiwiSaver Checkup
Retirement Savings Calculator

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Help is at hand

A quick KiwiSaver-question? We're here to help. Is it time to take a good look at your financial plan? We can help there too. From simple queries through to advice for retirement, investment, and financial planning, we welcome you to get in touch.

Help is at hand

A quick KiwiSaver-question? We're here to help. Is it time to take a good look at your financial plan? We can help there too. From simple queries through to advice for retirement, investment, and financial planning, we welcome you to get in touch.

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Like to grow your retirement saving savvy? Read on…

Understanding risk, planning your savings, how retirement planning needs change through life, and much more. You name it, you’ll find a helpful read here.