Retirement planning

A variety of financial and lifestyle issues face most employees during their working lifetimes and more particularly as they approach retirement. Employees will benefit from specialist advice to help them understand the options and ensure they make sound informed decisions.

We have retirement planning specialists who have worked with employers for many years to assist their employees in this way. They have developed training programmes and interactive workshops that cover a wide range of issues.

We can provide independent advice on:
• improving understanding of financial matters,
• planning for the changes that retirement brings,
• how KiwiSaver works,
• employee benefit communication.

We can provide personal consultations to employees who are retiring or facing redundancy.

There is no promotion of any financial products. All of our advice is generic.