✨ A calm, practical path to financial peace of mind in retirement✨

Starting Tuesday 10th February

10.30 am

Online

You’ve worked hard for this chapter of life.

Retirement should feel reassuring — not uncertain.

If you’re approaching retirement or already retired and find yourself wondering:

- Will my money last as long as I do?

- How much can I safely spend without worrying?

- Am I allowed to enjoy my savings?

You are not alone. And you don’t need more complicated advice — you need clarity, confidence, and reassurance.

What is Retire With Confidence?

Retire With Confidence is a guided, small‑group programme designed for people aged roughly 55–75 who want to feel calm, informed, and secure about their financial future.

This programme combines:

- 3 structured training sessions (education + practical planning)

- 3 follow‑up support sessions where you can ask anything in a safe, judgement‑free space

It takes a holistic, plain‑English approach — focusing on money and wellbeing — so you can enjoy retirement without constant worry.

Who this programme is for

This programme is for you if you:

- Are approaching retirement or newly retired

- Rely on NZ Super, KiwiSaver, and savings

- Feel unsure about how much you can safely spend

- Want clear guidance without jargon or pressure

- Value security, independence, and peace of mind

This programme is not about selling products, taking big risks, or telling you what you “should have done.”

What to expect inside the programme

The Training Sessions (3)

These sessions gently guide you through the foundations of confident retirement planning.

Session 1:

- Rethinking Retirement & Reducing Fear

- What retirement really looks like today

- Common fears (and why they’re normal)

- Defining what retiring well means for you

- Shifting from anxiety to clarity

Session 2:

- Making Your Money Last

- Understanding decumulation in plain English

- How NZ Super, KiwiSaver, and savings work together

- Spending with confidence instead of guilt

- Planning for rising costs and the unexpected

Session 3:

- Wellbeing, Protection & Peace of Mind

- Planning for health, wellbeing, and purpose

- Protecting your interests

- Preparing for “what if” moments

- Creating a simple, personal action plan

Follow‑Up Support Sessions (3)


These sessions are your space to:

- Ask any questions (nothing is silly)

- Get reassurance and clarity

- Talk through real‑life situations

- Build confidence in your decisions

Many participants say these sessions are where everything really clicks.

What you’ll achieve by the end

By the end of Retire With Confidence, you will:

- Feel confident that your money can last

- Understand how much you can safely spend

- Have clarity around your income and options

- Feel calmer and more in control

- Enjoy retirement without constant financial anxiety

Most importantly, you’ll walk away with peace of mind — knowing you’re doing okay.

How this programme feels

✔ Calm and supportive

✔ Practical and realistic

✔ Explained in plain English

✔ Designed for real life

✔ Free from judgement or pressure

You don’t need to be an expert. You just need the right guidance