Helping you succeed in life's financial journey

Retirement Planning

KiwiSaver & Savings Plans

Everyone’s vision of retirement is different, and with realistic advice and careful planning, we can help you build your nest egg to ensure you and your family will be financially secure once you’ve stopped working.

‘Watch the cents and the dollars will look after themselves’

Whether retirement is many years off or just around the corner, it’s never too early, or too late to start planning for it. Watching the ‘cents’ is something we can do everyday, so our ‘dollars’ can deliver us comfort when we need it.

At Cole Murray we understand that there’s more to retirement planning than just making regular contributions into a KiwiSaver account and crossing your fingers it will be enough. There are many investment options available and deciding which the right one is for you can be plain overwhelming.

Our team are here to help you through the process of choosing which investment plan will work best with your life and goals. We’ll talk about what level of risk you are comfortable with, how a plan will work with your other commitments and, with access to the best retirement investment schemes available, we’ll find the right fit.

Get started - enquire now!

Need to build a financial plan or generate wealth through investments? We can help with that too.

15 Minute KiwiSaver Sessions

We are currently offering no-obligation 15 minute KiwiSaver sessions. We have a proven track record in helping clients get more out of their KiwiSaver savings. In 15 minutes we will be able to show you where you may have been leaving money on the table, and the next steps for growing your savings.

Learn more here!

Booster KiwiSaver Scheme

While we will always find a provider to best suit your needs, our preferred KiwiSaver provider is Booster (previously known as Grosvenor), with the Booster KiwiSaver Scheme trusted by more than 100,000 New Zealanders. Like us, Booster is New Zealand owned and operated, and is independent from major institutions.

As winners of the 2016 Booster KiwiSaver Practice of the Year Award - for the eighth year in a row - we will strive to optimise your retirement savings, always putting your needs first.

Winner - Booster KiwiSaver Practice of the Year 2009 - 2016

The Booster KiwiSaver Scheme includes an extensive range of investment options, meaning you get to choose what level of return you would like to see from your money, over a determined period of time. We even manage it for you, and touch base once a year to ensure your scheme is in line with your life changes and goals.

We can also provide socially responsible options for investing your KiwiSaver money with a social conscience - just ask us.

Why KiwiSaver is a no-brainer

When you contribute to KiwiSaver you can be eligible for a member tax credit of up to $521.43 each year, and on-going your employer may also contribute to your fund. If retirement is a long way off, you may be able to use your KiwiSaver money to put towards buying your first home.

We can also help you with transferring your Australian Super home to a New Zealand KiwiSaver account.

If you're not sure where to start, read our 5 ways to get started on retirement and financial planning, or simply talk to us.

We can talk you through the many options KiwiSaver may be able to offer you.

Our fees

In most cases we are remunerated (paid) by the provider, in which case our KiwiSaver service comes at no cost to you. Fees may be charged for more detailed retirement and savings plans, if required. In our no-obligation initial consultation with you we will provide you with our disclosure statement, which outlines how we get paid and whether there will be any fee for the service (before we undertake any work). A disclosure statement is available, on request and free of charge.

Talk to our advisers today!


Taryn Rorke, KiwiSaver Adviser

Georgia McConnachie, KiwiSaver & Insurance Adviser (South Island)

Richard Maloy, Authorised Financial Adviser | Wealth Generation

Bonnie Parkes, Authorised Financial Adviser | Financial Planning

Couple planning together

Why work with us?

We have a thorough understanding and extensive knowledge of the different retirement savings options available to you, and will look at these in context of your unique situation. We'll present this in a way that's easy to understand, and stay in touch with you every year to discuss your changing needs.


What does that mean for you?

It means you'll have all the information to ensure the right option for you, help with completing the paperwork and, ongoing, we save you time and energy by undertaking the review and management of your chosen scheme, making sure it continues to work in line with your goals. 


Testimonial

“Vanessa was knowledgeable and very helpful in advising me on the best Kiwisaver options available.

I have no hesitation in recommending Vanessa as a helpful and efficient person to deal with in this regard.

She does what she says she will do and is punctual with her response times... and always with a smile too! Thanks Vanessa!"

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