Are you on track for the retirement you deserve?
Most people aren’t, and waiting could cost you thousands. Whether you’re just starting your career, advancing professionally, or nearing retirement, planning is critical to securing your financial future.
The graph above shows the difference between current investment balance and the recommended investment balance for a secure retirement.*
If your investment looks more like the white bars instead of the green curve, you risk falling short in retirement.
The good news is, there’s still time to make changes. The sooner you act, the better your future will look.
Our investment advisers will help you create a strategy to close the gap and build wealth for retirement.
A 30-minute consultation could change your future.
Client Testimonials
“Apex Advice has provided valuable financial advice to me and my family for a number of years now – with insurance, KiwiSaver and retirement planning. Independent and expert. Trust them explicitly.“
L.R July 2024
*Disclaimers: This projection is based on assumptions and is for illustration purposes only.
*Assumptions are that the investment is expected to grow steadily until retirement, after which withdrawals will gradually reduce the balance.
The analysis is based on the following assumptions: an inflation rate of 2%, a retirement age of 65, and a post-retirement return of 3%. The investor starts at age 35 with an initial balance of $80,000 and contributes $7,000 annually. The current pre-retirement return is projected at 5%. To ensure financial security, a recommended balance of $80,000 is advised, along with an annual contribution of $7,000 and a recommended pre-retirement return target of 9%. The planned annual withdrawal post-retirement is $50,000.
Services
Related Services
OUR PHILOSOPHY
Embrace a holistic view of your financial wellbeing.
From insurance to mortgages to KiwiSaver and investments, we can help you balance these moving parts through our protect, own, grow philosophy.
