Planning for Retirement

Transitioning successfully

The time spent in retirement now is considerably greater than it was for earlier generations.

Increasing life expectancy means that many people are now spending the equivalent of half (or more) of their working lives in retirement.

This requires them to focus their attention on planning for it if they wish to lead a happy, purposeful and meaning life through their retirement years. More New Zealanders are realising this and going on to enjoy this important part of their lives. We have observed that those who don’t plan often fear, and defer, their retirement. This not only has implications for them and their families, but also for their employers.

Our Retirement Planning workshop is in two parts and highlights:

Lifestyle Planning

Presenter: Cynthia Munro

Financial Planning

We are independent of all financial product suppliers.  We do not promote or recommend any individual financial products.

Financial advice provided in the workshop is of a general nature and participants are recommended to seek personalized advice from an appropriate qualified Authorised Financial Advisor. Disclosure Statement is available on request and free of charge.

Presenter: Craig Wylie (Authorised Financial Advisor)

Brief Presenter bios

Cynthia Munro is an executive coach, consultant and presenter. She has had 20+ years working with government agencies, corporates, not-for-profits and individual clients.  She is highly experienced in working with individuals and teams who are seeking guidance with their careers and other life changes including retirement planning and change. She has expertise and sensitivity in understanding the needs of people and identifying strategies and tools to assist them.  Cynthia holds a BA, a Graduate Diploma in Adult and Tertiary Education and an Advanced Diploma in Business (Management).  She is accredited in a range of well-known assessment tools.

More information about Cynthia: https://www.c2consulting.co.nz/about-us/cynthia-munro/

Craig Wylie, Former Principal of Financial Fitness Limited is an experienced and qualified financial planning practitioner.  He has had more than 23 years’ experience advising clients on this topic.  He holds the internationally recognised pinnacle qualification for financial planners, CFPCM, and is a Fellow of the Institute of Financial Advisers.  Craig is an Authorised Financial Advisor (AFA).  Prior to establishing Financial Fitness in 1989 he was a Chartered Accountant in Public Practice.  Craig is a Director/Consultant with C Squared Consulting Limited.

For more information about Craig: https://www.c2consulting.co.nz/about-us/craig-wylie/

Further information about us in general: https://www.c2consulting.co.nz/about-us/

For further information  please contact us by email or phone 04 282 0809. Leave a message if we are unable to answer our phone and we will respond promptly.

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