Nine Steps to Financial and Retirement Success
Over the last 27 years of working with people to achieve their financial goals and to get to and through retirement, we have developed a framework for people to use.
By following these guidelines, your journey will be easier. But if you do only two things, we recommend that you do the first and last steps – 1. Set Clear Goals and 9. Regularly Review your Plan.
Click on the numbers below to find out more about each of these nine steps.
Set clear goals
Control spending and eliminate high interest debt
Investment returns and interest rates do matter
Spread your investment risk (diversification)
Protect your assets and income
Use legal and tax structures to your advantage
Have fun, discipline and patience
Seek good advice - if it looks too good to be true, it usually is
Regularly review your plan
Moneyworks NZ Ltd
P: 0800 225 621
E: contact@moneyworks.co.nz
P O Box 1003, Cambridge 3450
Licensed Financial Advice Provider - FSP 15281
Regulatory Information: Moneyworks is a Licensed Financial Advice Provider (FSP15281), and AML Reporting Entity and is supervised by the Financial Markets Authority.