better futures.

We have one straightforward purpose: To help Kiwis make sound KiwiSaver and financial planning decisions, to achieve financial freedom and security in retirement.
Imagine a world in which every single person on the planet has free access to the sum of all human knowledge.
Jimmy Wales, Founder of Wikipedia


Decades of experience, that we’re here to share.

The Retirement Platform has been created by 3 qualified and licensed financial advisers with many years of experience. To put it simply, we’re enthusiastic proponents of sharing knowledge and expertise – as widely as we can – to help more New Zealanders achieve their retirement aspirations. When it comes down to it – it’s about helping you secure financial freedom, security and choice in your post-work life.
We created this platform to put you in the driver’s seat of assessing and considering your ‘numbers’ and options and we make ourselves readily available for any advice queries – big or small.
In a nutshell,  we want to ensure that you can access quality, considered information and advice to support your financial and retirement planning goals.

David has over 30 years’ experience in IT and financial services around the world including almost 20 years in the financial advice sector in New Zealand.  David is responsible for creating the web infrastructure that underpin our platforms.

His broad experience in the financial advisory space includes working both as a practitioner and providing advice and IT and investment consulting services to the advice sector in New Zealand.

David’s considerable experience is supported by strong academic credentials including an MBA and a graduate diploma in Personal Financial Planning.

Working in the industry since the 1980’s, Miles has experienced three financial crashes and understands the need for patience and a balanced and unbiased view to assist clients to not become too anxious or panic and sell assets at the wrong time.

As one of a small number of people in New Zealand with both CLU (Chartered Life Underwriter) and CFP (Certified Financial Planner) qualifications, and a MBA Miles has the the foundation of knowledge to offer quality advice.

Based in Wellington, John specialises in cashflow planning and risk management for families and businesses throughout New Zealand.

A qualified financial adviser, John has been providing financial planning and advice to clients for over 20 years.

A passionate advocate for lifetime cashflow planning as a framework for developing financial and risk management plans, his influence extends to the services on the retirement platform; the cashflow planning principles John uses in his day to day advice practice provide the foundation for our tools and retirement planning advice service.

David Yates

FSP Number. 667151
Some blurb about David