Retirement Planning

CREATING EXTRAORDINARY RETIREMENTS

The sooner you start, the more you will have. Let’s talk about how and when your retirement dreams will be funded and set a plan in motion to get there.

Retirement planning is exciting. It’s time to write the happy ending to your life story. We take the time to understand the dreams you have for life beyond your working years and apply basic maths to work out how much you’ll need to achieve that.

But that’s just part of the service. Beyond the planning and saving, we look at how that money will provide and endure for your forecasted retirement years, so you can enjoy it but still stay on track with your goals.

Whether it’s travel, a lifestyle change or leaving a legacy, everyone’s wishes are different. But one thing is the same for us all – the sooner you start, the more you will have. Get in touch for a free consultation.

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We have worked with Savvy Wealth on mutual clients and have always found their service excellent and advice focused on good client outcomes.

Sound Wealth Planning is pivotal to the financial well-being of every client. As Insurance Advisers at Rees-Thomas Financial, we regularly refer our clients to Dieter for their Wealth Planning needs. His professionalism and expertise is always well received by our clients.

Dieter is a person of principle and character. He stands by what he says he will do and acts with integrity. Having engaged with him professionally and in less formal settings, I feel confident referring to him for investment advice and look forward to an ongoing, strong relationship.

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Making Decisions Based On Facts

Planning & Protecting
Your Best Future

Understanding Market Volatility

Volatility properly understood, simply refers to the random distribution of big ups and downs around a relentlessly upward sloping long-term trend line.

Valuable Facts About The S&P 500

Annual returns came within 2% of the market long-term average of 10% in just 6 of the last 95 years. The average annual return over 95 years is 10%.

Wealth Management

Our holistic advice means you’ll have a clear understanding of your goals which will drive the plan which the portfolio is designed to deliver on.

KiwiSaver Assistance

Get help understanding your KiwiSaver account so you can choose the right provider and fund to work towards your retirement savings goals.

Retirement Planning

Savvy Retirement Planning helps people find the comfort, confidence and knowledge to enjoy retirement without worrying about money.

SAVVY WEALTH ®

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Investing In Futures

Saving You Time
Saving You Money
Putting You First