At G3, we see retirement as a new chapter, not just an end point. That’s why our planning starts with your vision for the future, whether it’s travel, hobbies, community involvement, or time with family.
We’ll help you answer “how much is enough?” so you can move from guessing to planning how and when to retire with confidence. Using realistic, data-backed modelling, we calculate what you’ll need to live the life you want and show you what steps to take to get there.
We’ll help you answer “how much is enough?” so you can move from guessing to planning how and when to retire with confidence. Using realistic, data-backed modelling, we calculate what you’ll need to live the life you want and show you what steps to take to get there.
Our goal is to give you clarity and peace of mind so you can look forward to your future without financial stress. Contact us to start planning a secure and fulfilling retirement with expert advice from independent financial planners who have your best interests at heart.
It's never too early to start planning for your retirement, especially if you have big plans for what you want to do with your free time. If you are in the early or mid stages of your career and are keen to know how much you might need to comfortably retire and how to get there, we can help.
We calculate your projected retirement income and help you understand what’s required to close any gaps. Then we'll help you to build a plan that balances preparation for retirement with ensuring you have enough for your current needs and immediate future.
If you are close to retiring but don't feel prepared enough, we can guide you through your choices.
That might include accessing savings, adjusting your investments or saving extra to bump up your returns.
And, unlike some advisors, we don't leave you once you've retired. You may have stopped working, but we'll continue to support you and ensure your financial goals being met.
With our guidance, you can adjust your strategy confidently, ensuring your plan continues to support your lifestyle before and during retirement.
If you've lived or worked overseas, you may be eligible to transfer your pension to New Zealand. We specialise in overseas pension advice, particularly UK and Australian pensions.
Complete financial advice
As well as looking forward to retirement, we can help you with investment advice and financial planning that sets you up for each stage of life.
KiwiSaver is a part of planning for retirement, so having the right KiwiSaver Scheme and investment fund choice for the time you'll be invested is important. However, there are also other savings and investment options that complement KiwiSaver and provide flexibility for different life stages.
Knowing which fund to invest in is usually the first hurdle as there are many providers and funds to choose from. Once the investment is chosen, knowing whether you should be in a conservative, balanced or growth fund is the next obstacle. Everyone has a different risk profile - some value slow, steady, dependable gains, while others enjoy more volatility. We can assist you in working out where you sit along the graph. You then need to choose your level of contribution.
Everyone’s situation varies according to income, employment situations and other commitments. We can guide you on the best options.
