securing your financial future

SAVING – PRE RETIREMENT

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SAVING – PRE RETIREMENT
  • Is my investment strategy still suitable?
  • Are my assets properly diversified?
  • Should I buy a rental property or other business investments?
  • Can I reduce insurance?
  • When should I start to consider retirement planning?
  • What should I do with my lump sum inheritance?
  • Should I help the kids to buy a house or give them other financial support?
  • Should I bolster KiwiSaver contributions?
  • Will I be able to access New Zealand Superannuation?
  • Should I pay off mortgages or invest?
  • Do I need a Trust, Will or Powers of Attorney?