Retirement Planning


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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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%.

UK Pensions

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.


Investing In Futures

Saving You Time
Saving You Money
Putting You First

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