Retirement plans need a check-up too
We check a lot of things in life.
But our retirement plans? They often get left until later.
A complimentary Retirement Check‑Up gives you a second set of eyes on your plans and confidence you’re on the right track. Register your interest today.
Take our Retirement Personality Quiz
Retirement looks different for everyone. Discover the kind of retirement you’re working towards and what that could mean for your priorities, lifestyle and planning.
Retirement planning in uncertain times
Watch the replay
Join Oliver Stones as he explains how market volatility works, why it happens, and the practical steps you can take to build a flexible retirement plan that helps you stay confident and focused on the long term.
Read our Retirement, Your Way eBook
Our free Retirement, Your Way eBook is a practical guide for New Zealanders approaching retirement, helping you sense‑check where you’re at and understand how the pieces fit together over time.
What's involved in a Retirement Check-Up?
A Retirement Check-Up is designed to give you a clearer picture of where you stand today, what retirement may look like financially, and what you may want to do next.
Getting started
A simple first step
Your journey begins when our team gets in touch to book you in with a retirement expert. This is followed by a short questionnaire to help us understand your situation.
Understanding you
Getting clear on what matters most
In your first conversation, you’ll talk one‑on‑one with a retirement expert about your goals, priorities, and what’s on your mind, building a clear picture of where you’re at.
Shaping your plan
Bringing your plan together
After your first conversation, you'll receive a draft retirement plan tailored to you. During your second conversation, you and your retirement expert will talk through your options and shape the plan together.
Whether retirement is close or a way off, a Retirement Check‑Up can help you make informed decisions with confidence.
Now is a good time to get a Retirement Check-Up
Register your interest in a Retirement Check-Up and one of our retirement team will be in contact to help you get started.
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