Waitlist Now Open
Exclusive Event: Building a Resilient Retirement for Curious Investors. Limited Spaces Only.
Join us on Saturday 1 November from 11am-12pm in Takapuna. Details below.
Whether you’re 5 years away, or 20 years from retirement - your future deserves investment. Don’t retire into financial insecurity and stress. Walk away with actionable advice and next steps for securing your personal retirement path.
Hosted by Amy Eriksen, Financial Advisor & Director, join the waitlist now for a strategic brunch session with like-minded investors to discover your personal retirement bucket strategy. Limited Spaces Available.
Event Details
Where & When
On Saturday 1 November from 11am-12pm. Taking place at 2 Burns Avenue in Takapuna, Auckland. Brunch and take-away resources provided.
You’ll receive the event confirmation by email, so keep an eye out - we’d love to see you there.
If you have any questions regarding the event, please reach out to Gail and the team at g.rotherham@eriksensglobal.com
Why You Should Attend
Make your retirement money truly last by learning a comprehensive bucketing strategy. Don’t retire into financial insecurity. This session covers:
How to set yourself up for retirement success;
Financial forecasting for resilient, long-lasting income; and
Insightful advice from an experienced registered financial advisor. Learn more.
Don’t miss out on exclusive knowledge to build your comfortable retirement path.
Learn, Engage & Ask Tough 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.
Meet Amy Eriksen | Your Host
Amy is our lead Financial Advisor and Director at eriksensforMe 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.
Waitlist Information
You’ll receive an email letting you know if you’ve been accepted to the 1st November event. If spaces fill up, we’ll be in touch with details of an alternative date. Once your spot is confirmed, we’ll also gather any extra details we need from you (including your dietary requirements). Please keep an eye on your inbox so you don’t miss the update.
If you have any questions regarding the event, please reach out to Gail and the team at g.rotherham@eriksensglobal.com
You’re In Good Hands
“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..
