Personal Wealth Management / Retirement
The 15-Minute Retirement Plan
7 Ways to Avoid Running Out of Money in Retirement
Wholesale investors with a $1,000,000 portfolio, download The 15-Minute Retirement Plan. Even if you have something else in place right now, it never hurts to review your options!
Get Your Free GuideYour 15-Minute Retirement Plan
Get answers to some of the key questions investors face when planning a comfortable retirement:
- How long will your portfolio need to provide for you?
- How do you establish a primary investment objective?
- How can cash distributions and inflation impact your retirement savings?
- What trade-offs might you need to make to meet your goals?
Our goal in sharing these four retirement income strategies is to help answer fundamental questions you may have about achieving a comfortable retirement. It is also an opportunity to showcase how we think about money management. Fisher Investments New Zealand is part of the global Fisher Investments group of companies and use a proprietary investment approach based on empirical data and careful analysisโeven when it seems to go against conventional wisdom. If you like what youโve read, have questions or simply want to learn more, we invite you to call us at 0800 420 017. For wholesale investors with $1,000,000 or more in tradeable assets, we offer complimentary portfolio evaluations. Of course, there is no obligation for these services.
Investing in equities and other financial products involves the risk of loss. Past performance is not indicative of future performance. No cost and no obligation beyond completing a short request form and brief survey.