Hi there,

Investing isn’t just about numbers — it’s about making smart choices that set you up for the future you want. Whether you're planning for retirement, fine-tuning your finances, or making key financial decisions, I’m here to help.

This month, we’re covering some big questions: Ready for retirement? Signs it’s time to take the leap. How do you check if you’re on track financially? Could $500k really be enough for retirement in NZ? And how to manage ‘hindsight bias’ in financial decision-making. Have a read, and if any of this sparks a question (or a good chat over coffee), get in touch.

Awesome Adviser
0800 Awesome Advice
awesome@advice.co.nz
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Could $500k be enough for most NZ retirees?
The latest Retirement Expenditure Guidelines show that for many Kiwis, savings under $500,000, combined with NZ Super, may ensure a comfortable retirement.

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How to manage ‘hindsight bias’ in financial decision-making
Hindsight bias can distort financial decision-making. Stay informed, evaluate past choices objectively, and adopt a long-term strategy to navigate uncertainties and achieve your goals.

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How to give yourself a financial checkup
Regular financial checkups help you track income, expenses, savings, and debt, aiding long-term stability and informed financial decisions for the future.

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Ready for retirement? Signs it’s time to take the leap
Wondering if you’re ready for retirement? From financial independence to lifestyle planning, our guide covers key signs to help you confidently take the leap.

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TIME FOR A REVIEW??
 

Life is busy and change is a given. And with that in mind, it's important to review your KiwiSaver needs and goals. Like to book some time? We're here to help.

 
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support@finergy.co.nz
www.finergy.co.nz
 
 

Awesome Advice is a made-up brand :) and not able to provide financial advice. If we were though, this is where our Disclosure line and link to Important Information would be.

 
 
 
 
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