Financial and Retirement Planning

I need to plan my retirement and maintain my lifestyle

Financial & Retirement Planning

Why Would You Plan for a Better Financial Life Experience?
Simply because you want a better life. Approximately 85% of New Zealanders will finish working and receive a government pension of less than $14,000 per year to live on for the rest of their lives. This alone is a strong reason to plan for your retirement and avoid becoming another statistic in this unfortunate reality. Of the remaining 15% of Kiwis, only 4% will have income in excess of $44,000 per year.

Good advice doesn’t cost – it pays! To get professional financial and retirement planning does not mean you have to be born with a silver spoon in your mouth to be part of the 4%. Plan and act to build a portfolio of investments and you will have more money and better choices come retirement.

What is Financial Planning?

Financial Planning is all about you! Where you want to end up in life, how much time you have to get there, and the resources you have available to you right now. It’s about taking all of these variables and creating a tailored plan to get you where you want to be.

First Things First

Not sure where to start, who to trust or who to talk about your options with? In an initial no obligation consultation, a Goodlife adviser will put all these worrying questions at ease as well as uncovering what you truly want to achieve. We are here to help you, no matter what your income, goals or plans. The first step is making the call! Contact us now.

Time for Action

After the initial meeting, our responsibility is to fully analyse your situation and come up with a plan. We do this through investment simulations based on your personal circumstances. Using various software tools, we arrive at a structured and easy to follow plan, ready to be presented to you and is yours to keep. We answer all your questions and provide you with a full explanation of the strategies that we’ve recommended for you.

Then it’s time to take action to achieve your goal of a comfortable and secure retirement. The action you take will provide the income you need for your retirement years.

Monitoring & Annual Reviews

It is standard practice for Goodlife to be in contact with you regularly. However, each year on the anniversary of becoming a client we will meet back up with you to do a review and update financial plan. We want to be there with you every step of the way as your plan unfolds and you realise your dreams and goals.

Each year the investments you own will grow in value. You may have an opportunity to realise some of these values as you near the end of your working years. You can use increasing investment values to support family members with aspirations of home ownership or education. The ultimate objective is to reach your target net worth which will provide you a passive income and fund your retirement.

Contact us for advice today.

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