Transition to Retirement Confidently
On‑demand webinar with Amy Eriksen (Financial Adviser) and Colin Downie (Actuary & Investment Consultant)
Retirement isn’t just about stopping work - it’s about designing the lifestyle you want and making sure your money can support it. In this 30‑minute on‑demand webinar, Amy and Colin show you how to build a clear retirement income plan around New Zealand Superannuation, avoid common pitfalls, and know when a professional conversation is worth it.
Watch the recording and download two practical resources to check your readiness and sidestep costly mistakes.
You’ll walk away with
During the session, our speakers discuss:
A clear way to calculate your retirement income “gap” after NZ Super
A simple framework to turn your target lifestyle into an income plan
Two practical tools: the Retirement Readiness Checklist and Seven Common Catch‑outs
What You’ll Learn
In this session, you’ll discover:
Your retirement income “gap”
Why NZ Super is the foundation - and how to calculate the gap between what you’ll receive from NZ Super and the lifestyle you actually want in retirement.Turning your number into a plan
How to move from “I need X per year” to a practical income map across your different assets and accounts.Why big decisions deserve expert input
Why retirement and financial planning are far more complex than everyday purchases, and why speaking with a qualified, independent adviser can make a material difference to your outcomes.Planning for life after work
How to think about purpose, satisfaction, and lifestyle after your main career, alongside the numbers.How Eriksens approaches advice
Our independent, commission‑free model; how we research across hundreds of investment options; and how our in‑house actuaries help quantify risk and uncertainty in your plan.
Watch The Webinar
Format: 30‑minute on‑demand webinar
Best for: Pre‑retirees and retirees in New Zealand who want a clear framework for retirement income planning
Level: General information (not personalised advice)
You can watch the full session at your own pace. We recommend having a notepad handy to jot down your own “retirement income gap” and any questions you’d like to discuss in a follow‑up call.
Your free retirement resources
To help you put the webinar into action, we’ve created two practical takeaways you can use immediately.
1. Retirement Readiness Checklist
A short, honest self‑check across the ten things that most shape a comfortable retirement in New Zealand — and where a conversation could be helpful.
Use this checklist to:
See where you’re already on track
Spot the areas that might need more attention
Identify where a focused conversation with an adviser could save you time, tax, or stress
2. Seven Common Catch‑outs
The mistakes we see most often on the road to retirement — and the simple shift that avoids each one.
In this guide, you’ll find:
Real‑world examples of common retirement planning mistakes
The “simple shift” for each that can help you avoid costly errors
Clear prompts for what to consider before making big decisions
Together, these resources give you a clear snapshot of your retirement readiness and help you sidestep the pitfalls we see again and again in practice.
Presented by
Amy Eriksen
Director and Financial Adviser at eriksensforMe, specialises in helping clients create wealth, manage risk and maintain returns and financial security through every life stage. Amy has worked in investment and actuarial research, served on the Board of a financial mentoring charity and studied towards a BBus in Finance, Management and Accounting at Massey University. She is a current member of a Financial Services Council working group and has clients with portfolios ranging from $100,000 to $20 million, focusing on investing for stable returns and income.
Colin Downie
Actuary and Investment Consultant at EriksensGlobal, specialising in retirement funding, investment strategy and actuarial analysis, with more than 20 years’ experience advising trustee boards and companies on superannuation schemes, funding and long-term financial risk management. Prior to joining EriksensGlobal, Colin spent over 19 years at WTW in the UK as a Senior Director and is a Fellow of both the New Zealand Society of Actuaries and the UK Institute and Faculty of Actuaries. Colin is also a member of the Retirement Income Interest Group (RIIG) of the New Zealand Society of Actuaries.
Together, Amy and Colin combine frontline advice experience with actuarial rigour to give you well‑researched, independent guidance.
Independent and commission‑free
We do not receive commissions from fund managers, mortgage providers, or product providers. Our clients benefit from recommendations based on research across hundreds of investment options.Actuarial insight in your plan
Our in‑house actuaries apply probability and risk analysis to uncertain outcomes (markets, longevity, health, etc.) so your plan is stress‑tested, not just optimistic.Advice built around you
While this webinar is general in nature, our one‑to‑one advice is tailored to your specific circumstances, goals, and risk profile.
How Eriksens is different
Get more help
This webinar provides general information only and does not take into account your individual financial situation, goals, or needs.
If you’d like to explore how these ideas apply to you:
Reply by email with your questions
Book a 15‑minute introductory call using our online booking link
Contact us via the details on this page
Important information
The content of this webinar and the accompanying resources (Retirement Readiness Checklist and Seven Common Catch‑outs) is general in nature and has been prepared without taking into account your objectives, financial situation, or needs. It does not constitute personalised financial advice.
Before making any decisions about your retirement, investments, or insurance, you should consider your own circumstances and seek advice from a qualified financial adviser. Past performance is not indicative of future results. All investments carry risk, including the possible loss of capital.
Eriksens Global provides financial advice services in New Zealand under applicable financial markets conduct and financial adviser regulatory requirements.
Let’s chat. We’re here to make your financial goals happen.
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EriksensGlobal is licensed as a full financial advice provider and registered on the FSPR, FSP40147. Amy Eriksen is authorised to provide financial advice on behalf of EriksensGlobal under its full financial advice provider license. We are members of the Financial Disputes Resolution Service. To learn more about our independence and the types of advice we provide visit our Disclosure Statement. The investment information we provide on our website is for wholesale, eligible investor and general purposes. Our privacy policy is here.