Retirement Planning

We guide our clients toward reliable financial solutions that will help them achieve their key goals.

for Your Future

The right retirement plan can simplify your life, reduce your exposure to financial risk, and enable you to enjoy the freedom of a worry-free retirement.

Areas of particular focus include:

  • Developing a lifetime cashflow model to meet life’s challenges and opportunities
  • Family gifting and intergenerational wealth transfer
  • Continuing employment/business involvement vs full retirement
  • Charitable giving and philanthropy
  • Determining which investment returns and risks to pursue or accept

So you think you are ready to retire?

What You Really Want to Know Before You Take the Leap.

Written by Barry LaValley, noted Canadian retirement planning expert, this book is a thought-provoking read for people on the verge of planning for their retirement.

It has been updated by Cambridge Partners specifically for a New Zealand audience.

How much do you really understand about retirement?

Submit your email and you can take our interactive quiz to find out.