PLAN YOUR RETIREMENT with CONFIDENCE
Retirement is one of life's biggest transitions. Whether it's a few years away or just around the corner, having a clear plan can help you move into the next stage of life with confidence.
The key question isn't simply how much you've saved. It's whether your savings, investments, KiwiSaver and other assets can support the lifestyle you want, for as long as you need them to.
At Stewart Group, we help you understand where you stand today, what your future could look like, and the steps needed to make retirement work on your terms.
As independent, fee-only financial advisers, our advice is focused solely on what is best for you.
HOW MUCH IS ENOUGH?
There is no one-size-fits-all answer.
The amount you'll need in retirement depends on the lifestyle you want, where you live, your health, family circumstances and the goals you have for the years ahead.
That's why retirement planning is about more than targeting a savings balance. It's about understanding your future income needs and creating a strategy designed to support them.
PLANNING FOR A LONGER RETIREMENT
New Zealanders are living longer than ever, and it's not uncommon for retirement to last 25 years or more.
While NZ Super provides a valuable foundation, many people want greater flexibility and financial security than NZ Super alone can provide.
We help you understand how your KiwiSaver, investments and other assets can work together to generate sustainable income throughout retirement, helping ensure your money lasts as long as you do.
RETIREMENT ADVICE TAILORED TO YOU
Whether retirement is decades away or just around the corner, having a clear plan can make a meaningful difference to your financial future.
For those in the wealth-building stage of life, we help align KiwiSaver, investments and financial decisions with your long-term retirement goals. For those closer to retirement, we help you understand whether you're on track, how much income you'll need, and how to structure your assets to support the lifestyle you want.
As independent, fee-only advisers, we provide objective advice designed around your goals, not financial products. And once you've retired, we continue to support you with ongoing investment and retirement income planning, helping you navigate the years ahead with confidence.
READY TO START PLANNING?
Whether retirement is just around the corner or still a few years away, a conversation today could make a significant difference to your future.
Book a free discovery meeting and find out how independent, fee-only advice can help you retire with confidence.
EXPERT GUIDANCE, TAILORED TO YOU
Get advice on KiwiSaver and overseas pension transfers.
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KiwiSaver is an important part of many retirement plans, but it's only one piece of the puzzle. We can help ensure your KiwiSaver strategy aligns with your wider financial goals, risk profile and retirement plans.
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If you've worked in Australia, you may have accumulated superannuation that could potentially be consolidated with your retirement savings in New Zealand. We can help you understand your options and whether a transfer is right for your circumstances.
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If you've lived and worked in the United Kingdom, you may still have pension benefits there. We can help you understand your options, navigate the complexities of overseas pensions and determine the most appropriate approach for your retirement planning.
