• Faithfully Helping New Zealanders Secure their
    Financial Goals for Over 130 Years.
  • We Understand the Importance of
    Planning for a Secure Financial Future.
  • Experts in Private Wealth
    Management Services
  • Helping Families Plan Their Financial Futures,
    For Over 134 Years.
Let us help you to live your retirement dream

A happy retirement is about more than just money. Although money will indeed help, so will some planning to achieve the lifestyle you’ve envisioned.

Retirement planning with experienced Private Wealth Advisers

Success at this wonderful life stage will come from the harmonisation of cashflow and lifestyle, and we would like to be there assisting you to achieve those goals.

Trustees Executors will help you with:

Retirement planning

Cashflow planning for those short and long term goals

Understanding KiwiSaver entitlements

Ensuring the orderly transfer of assets to the right people

Protecting you, should your health circumstances change

Our experienced Private Wealth Advisers will analyse and quantify your retirement needs, factoring in your current and projected income and assets and other goals or priorities that you may have. Planning for issues such as inheritances and survivorship is also important.

We will cover potential short falls in your retirement plan and show you ways to address them so you can achieve the retirement lifestyle you desire.

 

A happy retirement is about more than just money. Although money will indeed help, so will some planning to achieve the lifestyle you’ve envisioned...

How much money do you need?

When determining how much money is needed for retirement many people tend to underestimate how long they might live. Our increasing longevity means we are in danger of outliving our retirement capital fund, if at age 65 we only plan for another 15-20 years.

The Retirement Planning guides at sorted.org.nz are a good start to understanding how much money you may need based on how long you will be in retirement and where and how you would like to live when you are retired.

Sorted also lets you calculate how much money you may need to check if you are financially on track. Please click here to use the Sorted Retirement Planner.

 

How to get there?

Once you have an idea of what your retirement objectives are, our experienced Private Wealth Advisers can help you plan for your retirement or if you are already retired we can review your existing investment portfolio.

 

If you would like to arrange a free consultation with one of our Private Wealth Advisers please call 0800 809 962 or email enquiries@trustees.co.nz

A disclosure statement is available from your adviser on request and free of charge