adviser.co.nz

Servicing the needs of over 6000 customers since 1970

Our products and services

Life and Critical illness insurance:

If you are aged 16 - 55 and wish to get an online quote for Life or Critical Illness Insurance go to our associate site at www.nzlife.co.nz


Funeral Insurance:

If you need a simple funeral plan, with a level premium and no health exams -  www.goldenlife.co.nz


Medical Insurance:

Pay less for medical insurance.

100% cover up to $250,000 per annum - no limits.  If you want an instant Medical Insurance quote - www.nzmedical.co.nz


KiwiSaver and retirement planning:

If you need information about KiwiSaver, retirement planning, or budget changes.  Information is available for employers, employees and individuals. 

www.retire.co.nz


For other advice:

For general advice about how we can help you with insurance , investment and mortgage products.  Then this site is right for you.


Financial goals for retirement


Simple questions that need to be answered?
  • What is your desired after tax annual income? Are you prepared to use capital as well as income from your investments to fund your retirement? How many years do you anticipate you will receive these payments for? Do you want to assume that NZ Superannuation will still be available with similar benefits in your retirement? What sum of money do you wish to pass to your heirs or charity to keep available as a safety buffer? Do you require regular income from your investments? If so, how much and how often?

If you currently have a lump sum, and would like to see if it meets your retirement goals, download this spreadsheet -download

This savings calculator will assist you in working out how much do you need to save each month to achieve your goal? How long do you need to save for? How much will your savings add up to in a few years? Our easy-to-use savingscalculator lets you work it all out.

If you would like more information contact us - hereSee our Disclosure Statement