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.
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:
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.