In this class you will have access to professional financial planning software to help learn the basic process from a retirement specialist while you complete your own retirement projection report. Open group discussions on many topics, cost of living increases, health care, KiwiSaver, superannuation, NZ super, taxation, making your money last, how much each family will need and more. Learn how to stop working earlier and know what you are working towards.
Note: Education only - no specific products or services will be discussed but basic types of different products and how they each work is included.
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 either by email or text. Courses are usually cancelled, when necessary, 1-2 working days prior to the scheduled start date.