We know that sorting out personal finances and making investment decisions can be daunting, so we take a very down-to-earth, no jargon approach to building a retirement plan that works for you and your family.
We work with clients of all ages and stages of retirement and investment planning. It’s never too soon, or too late, to get a solid plan in place.
Whether you’re looking to travel the world, spend more time with family, or just have more financial freedom, we’ll help give you the confidence to know you’ll always have enough.
We help nail down what you really want to do in your life, and by when, so you can make the best financial decisions to get where you want to go.
We are independent advisers – with no ties to any specific investments – so we can give you truly unbiased advice on the best financial decisions for you.
We can independently review your existing KiwiSaver provider and fund, and compare these to other options, to ensure you have the best fit.
An endless array of investment opportunities are pushed 24/7 on television, radio, print, and online.
How do you know which one is right for you?
As independent advisers, you can trust that The Retirement Guys aren’t pushing any particular investment. We can look at every investment opportunity without bias or incentive, and assess whether it’s the right option for you to reach your retirement goals.
Simply put: we don’t work on commission – we only work for you.
We literally wrote the book on how to retire well in New Zealand. Retire Well is available in paperback and as an eBook.
Get your copy and find out how you can plan a great retirement, without having to be a billionaire.
We run retirement events and seminars for people looking to learn more about planning their retirement, and better understand their investment options.
We hold regular in-person and online events – find one near you.
We love sharing insights on retirement planning and investing in New Zealand. Our goal is to make retirement less scary, and more exciting, for everyday Kiwis.
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Interested in knowing a bit more about what we can help you with? Or maybe you have some specific questions about your situation? Get in touch any time.
