How much do I need?

What you need to do today for a comfortable retirement

For many of us our focus is on day to day living and its associated expenses. Saving for a rainy day, or for our future retirement can be challenging. Most of us don't even know how much money we will need for our retirement. And what about debt - shouldn't we repay that first?

This pragmatic and insightful workshop will answer these questions including:

  • How much will I need
  • Where will the money come from
  • Getting rid of debt
  • The mortgage trap
  • Kiwisaver and other options

This is a fantastic opportunity for people of any age and lifestage.

Jenny Graham, our specialist Authorised Financial Adviser and Chartered Accountant will take you through a worked example so you can see how to apply these strategies and tools to your personal financial situation.

We welcome clients and non-clients - there is no obligation and no sales pitch - just the opportunity to learn something new, talk with Jenny or simply get some inspiration. It's one of the ways we like to give a little back.