Retirement Planning

Do you have a clear vision of your future financial and lifestyle goals?

Identifying what's important to you and how to achieve it can be challenging without the right guidance.

At RSM, we develop retirement strategies based on your needs.  

Developing a retirement plan that meets your needs and tailoring ongoing service relies on getting to know you and learning what you want to accomplish.

Retirement planning is the proactive steps you take to make sure you can live the lifestyle you aspire to when you retire.

FAQs

How can RSM help with your retirement planning?

We have retirement planning experts across NZ who would love to help you achieve your retirement goals. We will work with you to:

  • Evaluate your current investment strategies
  • Calculate your existing assets, including super amounts
  • Devise an achievable strategy
  • Show you how to execute it
  • Meet with you annually to re-evaluate it

A dream is only a dream until you take practical steps to make it happen.

At RSM, we can show you how to take the right steps at the right time so you can see your retirement dream come true.

Start your retirement journey and book your free consultation with an RSM retirement planning expert.

HOW CAN WE HELP YOU? 

Contact us by phone 0800 774 623 or submit your questions, comments, or proposal requests.