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.

Course Outline

1. Building Your Lifelong Retirement Strategy

2. Navigating NZ Super & Legislative Shifts

3. Preparing for Health Changes & Potential Incapacity

4. Interactive Q&A discussion.

Who Will Benefit: This program is specifically designed for:

• Kiwis aged 45–65 seeking a structured, forward-looking financial roadmap.
• Couples coordinating their transition into retirement together.
• Property owners evaluating options around downsizing or debt restructuring.
• Anyone seeking clarity on whether their current KiwiSaver and overall savings are on track.
• Individuals looking to prepare for future health considerations and estate requirements.
• Parents exploring safe, equitable ways to provide financial assistance to the next generation.

What You Will Gain by completing this program, you will walk away with:

• A comprehensive retirement framework.
• A sustainable lifetime cash-flow roadmap extending to age 90+.
• A practical estate planning checklist.
• Safeguards covering cognitive decline or incapacity contingencies.
• A balanced approach to assisting family members safely.
• An actionable, step-by-step strategy for your immediate next moves.
• The confidence to transition out of the workforce once and enjoy a financially secure future.

Sessions are delivered in an engaging, approachable atmosphere utilizing practical case studies and real-world examples.

In 2026, this class is held as a 2-day Saturday workshop on the following dates: 

Term 4: 31 October, 14 November

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.