Waitlist Now Open
Exclusive Session: Building a Resilient Retirement for Curious Investors. Hosted By Amy Eriksen.
Limited Seats Available | 5 Seats Remaining
Whether you’re 5 years away, or 20 years from retirement, your future deserves investment. Retirement requires careful planning.
Register your interest for a free brunch with like-minded investors to discover your own personal retirement bucket strategy.
Learn, Engage & Ask Questions
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When you’re on a salary, or income, you’ve got predictable money and outcomes. With retirement comes extra financial pressures. Depending on the lifestyle you want to lead - you’ll need to plan for increasing living expenses. We’ll show you how to get started.
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You might have a KiwiSaver, a property and some shares but deciding when to use each asset to your benefit is tricky. This is where a bucketing strategy comes in. We’ll cover the strategy and give you practical steps on how to execute on it.
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We’ll cover the common retirement we’ve seen in our 30 years working with clients in this space. You won’t want to miss this portion of the session.
This is a waitlisted exclusive event.
By attending, you’ll cover retirement planning with a registered financial advisor. You’ll be part of a round table discussion on financial forecasting, income options and what a wealth planning and management service can do for you.
The Event
Details
On Saturday 25 October from 11am-12pm. Taking place at 2 Burns Avenue in Takapuna, Auckland.
Free Event but Spaces are Limited. Join The Waitlist.
Why You Should Attend
Make your retirement money truly last by learning a comprehensive bucketing strategy. Don’t retire into financial insecurity. This session is perfect for anyone who wants to learn more about their personal retirement plan while taking an investor approach.
Meet Amy Eriksen | Your Host
Amy is our lead Financial Advisor and Director at EriksensGlobal with previous experience in corporate investment strategy and in actuarial analysis for both family estates and separating couples. She has advised on multi-million dollar investment strategies for organisations throughout oceania.
Amy served for two years on the Board of a budgeting charity, so is no stranger to both sides of the wealth divide. She combines evidence‑based investing with practical advice across portfolios, cashflow, KiwiSaver, retirement, and property.
By combining her fresh perspective with EriksenGlobals’ 30 years of trusted expertise, Amy is helping to shape a new standard; one where advice is truly independent, transparent, and tailored to your legacy.
Amy listens carefully and strives to add value with each interaction. She cares deeply about meeting your expectations and has access to an exceptional team that can meet your future goals, whatever they are.
Recent Client Feedback
“EriksensGlobal hit the right note right at the heart of the matter, literally!”
During my recent separation, they provided a sound economic disparity report that made all the difference towards a professionally accurate and thorough actuarial assessment during what was the most vulnerable of financial situations...”
“Compassionate And Objective”
Their whole approach gave me back dignity at my most vulnerable time. Their skills were of a level to deliver a succinct yet thorough assessment with a compassionate and truly objective approach..
