I want a Retirement Plan

How much do I need in retirement?

The short answer is "it depends".

The medium answer is: 75% of your current income.

The long answer is: let us help you work that out, how much you need invested the day you retire, and how much you need to be investing right now to reach that target.

Take a quick look at AMP's Blair Vernon being interviewed on The Paul Henry Breakfast Show talking about just this topic

 

What's in a Comprehensive Retirement Plan

Essentially, analysis and advice around:

  • Where you are now
  • Where you want to be and where you need to be (and any gaps)
  • The plan of how to get there

We work through your current situation; forecast your retirement requirements, and the put in a plan to help you reach that.

We don't just leave you there, we continue to hold your hand along the journey and assist you to stay on track as situations change.

The Comprehensive Retirement Plan includes an investment plan and an investment planning service.

Find out more here.

 

Looking for something more high-level?

We have designed the One Page Retirement Plan (1PRP) to provide you with a one-page snap-shot of where you are, how you are tracking, and whether or not you need to top up your contributions. Find out more here.