Are you dreaming of leaving the 9‑to‑5 behind but worried about how to fund your retirement? This practical program will guide you through the essentials of planning for a financially secure future.

Learn about key topics such as the cost of living, healthcare, KiwiSaver, NZ Superannuation, wages, and taxes. Explore strategies for making the most of your savings, setting realistic financial goals, and understanding your family’s future needs.

You’ll also gain insights into the different types of financial products and their benefits, giving you the confidence to make informed decisions. By the end of the program, you’ll be equipped with the knowledge to take meaningful steps toward a comfortable and stress‑free retirement.

Disclaimer: The information in this course is provided for educational purposes only and does not constitute financial advice under the Financial Markets Conduct Act 2013. None of the information contained within this course is intended to constitute an advertisement or solicitation to buy or sell any financial instruments or to participate in any particular saving or investment strategy.  Information discussed in the context of this course does not take into account any person’s particular financial situation or goals, nor does course content constitute advice of a legal, tax, accounting or other nature. We recommend that students seek advice specific to their circumstances from their adviser before making any investment decision.

Testimonials:

• Excellent content, very thought provoking, essential for my family and life - November 2023

Please note: All courses need a minimum number to go ahead. If your course does not have enough enrolments, we regret that we will have to cancel and will let you know by email - please check your emails, including your spam folder, regularly. Courses are usually cancelled, when necessary, 1-2 working days prior to the scheduled start date. Please ensure you are aware of our terms and conditions before completing your enrolment. Note there is NO refund if you cancel less than 5 working days in advance of a class starting.