Retirement and financial planning: are you ready?

The importance of effective retirement
and financial planning

While Kiwisaver has gone a long way to help Kiwis plan for retirement, it may not provide the income you need to support the lifestyle you desire at retirement. If you live to the average life expectancy, retirement is the equivalent of planning a 20+ year holiday. Even though many of us feel daunted by the scale of this planning, it needs urgent attention before it’s too late.

If, like most Kiwis, you don’t want to crunch the numbers, we’ll source the right retirement and financial planners to formulate a plan that provides the retirement lifestyle you desire.

The keys to success

Think about your financial goals throughout life.

Look at our accounting resources page for retirement tools and calculators.

Determine how much weekly income you’ll need when you retire.

Review your insurances to see if you have adequate cover against financial burdens.

Whatever your age, start today.

How we help you to achieve your goals

We’ll show you how to avoid the pitfalls that prevent people from retiring on-time and guide you to the right person to formulate an easy-to-follow plan, so you don’t need to feel anxious about saving. If you have other financial goals, we’ll source the right financial advice to help you achieve them.

Connect With Us

If you have any questions, feel free to contact us. We look forward to meeting you.

Borrie Financial Group Ltd

Contact the friendly team at Borrie Financial Group Ltd today to find out how we can help you achieve your financial goals.