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Retirement  planning is a specialised advice skill, that is currently in short supply in New Zealand.  


Leading our retirement team is retirement specialist Mr Dylan Mann, an internationally experienced AFA financial adviser specialising in retirement and investment planning strategy.  Dylan often gives media 


Our retirement team have many qualifications and has many years of experience dealing with these complex and important issues across many jurisdictions including USA, UK, Australian and New Zealand.

Our team can assist you in the creation of some realistic goals then give you steps to take to make those goals into reality.


Creating inter-generational wealth and estate planning are also areas of skill and experience of our team

If you would like to attend a retirement workshops in your area or talk with our team please complete this contact form.

Retirement should include working because you still love it ... not because you financially need too.

And...allowing time to spend on yourself and your grandchildren!

Is your Accountant or Solicitor Washing Money like Ozark?

September 11, 2017

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