Our one hour seminar covers a range of topics to enable you to:

  • Improve your overall current financial position
  • Identify specific areas you need to review
  • Increase your knowledge of finance matters

We have designed a checklist based on three broad life stages:

  • 20’s – 30’s
  • 40’s – 50’s
  • 60’s onwards – planning for retirement and living off savings

The areas being covered are:

  • KiwiSaver
  • Home Ownership
  • Mortgage and lending arrangements
  • Income and Cashflow
  • Life, Living and General Insurance
  • Asset Protection Estate Planning
  • Family Trusts
  • Retirement Planning
  • Investing

Register to: invest@keplergroup.co.nz or 03 214 6300