Retirement Planning
Comfortable retirements start with great retirement plans to ensure your money puts you on track to meet your future financial goals. We help you plan for your future so you can live your best life.
Fulfilment through clarity
Live Your Best Life
Our team of financial advisers have decades of experience in financial services, with a deep focus on financial planning and wealth management. When planning for retirement, we consider your entire financial situation including any current investments, your KiwiSaver scheme or other savings accounts, property, and retirement savings. We help you build a long-term plan which will allow you to successfully navigate retirement, simplify your financial situation, and manage your ‘nest egg’ before you reach the current retirement age of 65.
With people living longer and the cost of living rising, it’s crucial to ensure you can live comfortably in retirement and help you achieve your financial goals.
Downloadable Guide
So You Think You Are Ready to retire?
Cambridge Partners have joined forces with internationally renowned retirement lifestyle expert, Barry LaValley, to produce this definitive book – a must-read for anyone looking to retire in the next 15 years. Great retirements don’t happen by accident. They are created with good financial advice and retirement planning. Enter your email below to receive your free retirement planning eBook:
Your Financial Plan May Include The Following:
- Goal planning and cashflow modelling
- Investment strategy recommendation
- Portfolio tax planning
- Estate and asset planning
- Risk management
Before Retirement
In the years leading up to retirement, you are actively working and growing your wealth with your future goals in mind. Decisions made during this phase can have a significant impact on the flexibility and choices available to you later in life. A structured approach helps ensure your investments are working efficiently and remain aligned with your long-term plans.
Early in Retirement
The early years of retirement are often the most active. Many people travel, spend more time with family, or pursue long-held interests. A well-structured plan helps provide confidence that your spending is sustainable, while still allowing flexibility to enjoy this stage of retirement.
Later in Retirement
In later-stage retirement, priorities often shift toward healthcare, aged care support, and estate planning, with greater focus on long-term sustainability, adapting investment strategies, and ensuring income continues to support your lifestyle.
Creating Certainty
Our financial advisers understand that each client and their financial situation is unique. We work to understand you and your family – and build a sustainable, long-term plan based on your values and retirement goals.
How we help
Common Retirement Questions We Help Answer
- How much do I need to retire comfortably?
- What sort of retirement income will I need when my salary stops?
- Am I able to retire early? Should I retire early?
- Will we be able to help the kids? When should we do this?
We help you seek a clear plan that provides peace-of-mind, and which will allow you to focus on the things that are most important to you. And when your circumstances change, we are always there to help realign your plan to your new situation and objectives.
Take the First Step Today
If you are ready to have a conversation about your situation and find out how we can help, schedule a call with us now.
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