Investment advice that
sets you up you for an
awesome retirement.
Saving for retirement is critical to enjoying a good life after you stop earning an income. We’re passionate about helping our clients optimise their retirement planning.
We provide honest and unbiased advice on exactly how much money you need for retirement, and help you with a plan to get yourself there.
Craig is a Certified Financial Planner and has over 20 years’ experience, helping hundreds of people with ongoing investment advice leading up to and during retirement.
We are fully independent, and the only agenda we’re focused on is yours.
Most people don't give retirement much thought until around middle age or even later in life. Unfortunately, with inflation and the current economic uncertainty, planning for your later years should really begin as soon as you start earning a salary. But it’s never too late to create a plan.
There are generally four distinct phases around retirement: pre-retirement, early retirement, mid-retirement, and late retirement. Understanding these phases can help you envision the retirement process and what’s required to live comfortably at each stage.
Many people are unsure when they can retire and assume it's further off, when in reality, you may be able to retire sooner. (This is particularly true for small business owners and those with investment property.) Our retirement advisors take an all-inclusive look into your financial situation to help you realise your goal of early retirement with sound financial advice and practical steps.
Get a personalised, achievable road-map for your golden years.
Using KiwiSaver for your retirement
If used correctly, KiwiSaver is a great scheme, providing New Zealanders with a solid boost in later life. But, as with any retirement plan, it's important that you do your homework and select the right fund based on what you want your life to look like when you retire.
With so many KiwiSaver providers to choose from as well as multiple schemes within those providers, it isn't easy to decide at face value. So before committing to any plan, it's essential to weigh the fundamental benefits and potential risks of each scheme.
With Craig's depth and breadth of investment management expertise and vast KiwiSaver insight, we can advise on which funds and structures are best for your current situation and align with your long-term goals. Get in touch today!
We love helping
Kiwis enjoy their
retirement years.
Pre-Retirement
Planning
We are independent financial advisors and can provide a comprehensive financial service, specialising in pre-retirement planning.
We believe that economic wellbeing includes preemptive retirement planning, including looking at the right mortgage setup, and protective measures such as health insurance and life insurance.
Take the uncertainty out of long-term financial planning. Give us a call for open investment advice that prepares you for a long and active retirement.
Let’s Chat!
Ready to meet? Just fill in this form
- we’ll get back to you within 24 hours!
Or if you’d rather chat now, call or text message Craig:
Text 027 667 2537
Call 0800 672 537
We're available Monday to Friday 8am - 6pm and Saturdays 9.30 - 12.30.
We’re based in Tauranga, Bay of Plenty
but cover the whole of New Zealand.
The WealthHealth team are not only mortgage brokers, we’re also full financial advisors offering Insurances, KiwiSaver fund assistance and much more. We’re based in Tauranga, but help people right across New Zealand.