Transition to Retirement Confidently
A practical 30-minute guide to turning KiwiSaver, NZ Super, and personal assets into reliable retirement income.
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.
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
If you would like to discuss how these retirement strategies apply to your specific financial situation, you can book an obligation-free introductory consultation.
Disclaimer
This recording is provided for general educational purposes only and does not constitute personalised financial advice under the Financial Markets Conduct Act 2013. We recommend consulting a licensed Financial Advice Provider before making any investment or retirement decisions.
Let’s chat. We’re here to make your financial goals happen.
Expertise Capabilities Clients Phone
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.