The Retirement Guys offer the full spectrum of financial planning and advice. Jim and Martin have helped hundreds of individuals, couples and families over more than two decades in the industry.
As our name suggests, we specialise in building great retirement plans and ensuring you’re on track for the lifestyle you really want.
Our key services are listed below.
Personal Retirement Planning
- We help nail down what you really want to do, and by when, so you can make the best financial decisions to get there
- We build a professional ‘roadmap’ for your financial future, that supports the life (and lifestyle) you want to live now and into retirement
- We can independently review any of your existing investments and/or Kiwisaver to ensure they align with your retirement plan
- We help you stay on track with ongoing support when you need it, including tackling any unexpected events or changes in your goals
Independent Investment Advice
- We are entirely independent advisers, so we can give you truly unbiased advice on the best financial decisions for you
- We can review any of your existing investments and/or Kiwisaver to ensure they align with your retirement plan
- We can set up and help manage any new investments that you want to make as part of your plan
- We can help you understand more about different types of investments opportunities, and how they can play a part (or not) in supporting your individual income and lifestyle goals
KiwiSaver Strategy & Reviews
- We can independently review your existing KiwiSaver provider, and fund and compare these to other options, to ensure you are in the best fit for you
- We can help you make any changes to your KiwiSaver provider and/or fund you decide on
- We can review your KiwiSaver periodically and/or as your goals change, to ensure you’re always in the right fund
- Note: as entirely independent advisers, we are not tied to any specific KiwiSaver provider, so you know that any advice we give you is purely in your best interests
Start with a Free Chat?
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.