Can’t make it on the day? Sign up to access the recording after the event.
Sign Up Form.
Let us answer the tough questions:
When can you actually retire? Let’s map out your path with confidence.
What if you don’t have enough to retire? You’re not alone. We’ll give you some pointers on next steps.
Spot the common retirement mistakes that our team regularly encounters. We’ll bring together investment strategy, KiwiSaver and long-term planning so you can walk away with confidence to map out your path to a comfortable retirement.
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This webinar is for anyone wanting clarity on what retirement could realistically look like — financially, emotionally and practically. Whether you’re in your 40s starting to think ahead, in your 50s wondering if you’re on track, or approaching retirement and wanting to make smarter decisions before stepping away from work, you’ll walk away with practical, jargon-free insights you can actually use.
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Absolutely. We encourage questions, concerns and real conversations around retirement planning. We may not be able to answer questions during the webinar, but will cover them on our post-webinar email.
Retirement is complex and there’s no one-size-fits-all approach. Our goal is to help you feel more confident about your next steps, not overwhelmed by them.
If you need additional guidance, Amy also offers free consultations.
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Too many New Zealanders are heading toward retirement without the clarity or confidence they need. The statistics are confronting.
With decades of experience in retirement planning and actuarial advice, we’re on a mission to help people make smarter decisions earlier. This webinar is designed to give practical, evidence-based guidance so you can retire with more confidence — not uncertainty.
When? Friday 26th June at 12.30PM.
How long? A 45-minute session.
Location: Online. A Microsoft Teams link will be emailed to you.
Cost? Completely free and if you can’t attend on the day, we’ll send you a recording after the event.
Who is it for? Anyone who is thinking about retirement, whether it’s in the distant future or just around the corner.
New Webinar | Transition to retirement confidently
Retirement is about more than just numbers. Join us for a practical webinar and learn how to actually transition to retirement.
Meet Your Expert Speakers
Amy Eriksen | Registered Financial Adviser
Amy Eriksen helps people build wealth and prepare for a comfortable retirement through practical, personalised investment advice. With experience supporting the corporate sector, Amy takes a performance-focused approach to investing, helping clients create stable returns and long-term income with strategies designed for real life. She works with a wide range of clients and is passionate about making financial advice feel clear, achievable, and empowering.
Colin Downie | Actuary & Investment Consultant
Colin is a Senior Actuary and Retirement Expert who has spent more than 20 years helping people and organisations prepare financially for the future. Known for his thoughtful and holistic style, Colin takes the time to truly listen and understand what matters most to each person before building an investment strategy around their goals. His advice combines technical expertise with practical, real-world thinking, helping clients feel more confident and prepared for retirement.
