Retirement Planning

Comfortable retirements start with great retirement plans. 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 holistic financial planning. 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.

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Creating Certainty

Your Financial Plan may include the following:

Our advisers understand that each client is unique. We work to understand you and your family – and build a sustainable, long-term plan based on your values and retirement goals.

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: 

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How we help

Common questions we answer are:

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.

If you are ready to have a conversation about your situation and how we can help, schedule a call with one of our team now.