KiwiSaver & Retirement Planning Seminar
Join Adam & Ben at the Compound Wealth office for a KiwiSaver & Retirement Planning Seminar.
Wednesday 18 September 2024
Drinks and nibbles from 5:30pm
Seminar starts at 6:00pm
Compound Wealth, 4/41 Newton Street, Mt Maunganui
Imagine a world in which you could start investing in KiwiSaver and grow it over time to cover all your retirement spending needs (based on the most recent New Zealand Retirement Spending Guidelines). It’s possible, but nearly no one will achieve this objective. For many, KiwiSaver will only cover a fraction of their retirement spending needs, and they’ll need to make up the gap another way. In this session, we’ll talk of some of the changes you can make to your KiwiSaver strategy to double or triple your balance by retirement age and set yourself up for comfort and choice.
The seminar will take place at 4/41 Newton Street, so mark your calendars and come ready to absorb some financial wisdom. Don't miss out on this opportunity to take control of your financial future!
Key Topics:
- Understanding KiwiSaver: Addressing common concerns and myths
- The power of choice: Double or triple your expected retirement income
- The bucket approach: Structure your KiwiSaver investment throughout retirement
- The importance of good advice: Q&A with financial experts Adam & Ben.
Ben Brinkerhoff, Head of Advice, Consilium
Ben Brinkerhoff, Head of Advice at Consilium, will discuss the significance of KiwiSaver for long-term financial security. He’ll delve into topics such as optimal contribution rates, benchmark retirement outcomes compared to other countries, and provide insights on effective asset allocation strategies.
Adam Stewart, Director and Owner of Compound Wealth, will focus on the critical aspects of retirement planning. His presentation will cover retirement drawdown strategies, the importance of projection planning, and how to effectively manage your retirement savings for a secure future.
Adam Stewart, Director and Owner, Compound Wealth
Wednesday 18th September 2024
Drinks and nibbles from 5:30PM | Seminar starts at 6:00PM
Compound Wealth, 4/41 Newton Street, Mount Maunganui
Whether you want to optimise your KiwiSaver investments or need clearer retirement planning, this seminar offers practical advice tailored to your needs. Seats are limited, so please reserve a spot early to secure your seat. Or you can email zoe@compoundwealth.co.nz to confirm your attendance. We look forward to seeing you there!
If you are unable to attend this seminar, we will be having more seminars in the future that we’d love to see you at. If you can’t wait for a seminar you are more than welcome to contact us at any time! If you want to know if your KiwiSaver fund or retirement strategy is both being maximised and suitable for your personal situation, follow the links below to our KiwiSaver or Retirement advice page.
Compound Wealth are based in Mount Maunganui, Tauranga and offer KiwiSaver, Investment & Retirement Financial Advice to clients all over New Zealand.