Retirement Strategy

Many of us all look forward to the time when we do not have to go off to work each day.

Once we reach the retirement age, currently 65, we receive NZ Superannuation. Whether we can sustain our lifestyle on the superannuation payment is an outcome of the lifestyle each of us aspire to in retirement. . If your needs are greater than say $20,000 p.a. then the income will need to be topped up from your investments. The question will be: have you accumulated sufficient capital over your working life to live off the income, or will a draw down on capital be required? Our Retirement Income Strategy will provide the answers for each client based on their needs, goals and objectives.

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