Retirement Planning
Managing your retirement savings drawdown like it’s our retirement savings drawdown
WHAT WE’LL DO FOR YOU
Work together to understand your dreams and goals for retirement
Take into account your current savings and expected future expenditure and prepare a comprehensive cash flow projection that illustrates how long your money will last you in retirement
Review this regularly to ensure that you stick to your plan throughout retirement
SAMPLE REPORT
Every client we engage will receive a personalised report written in plain English. Here are some examples of what to expect:
Cash flow projection
Retirement planning starts with understanding your current financial position, and then dreaming about what you would love in retirement. You need to know how realistic your retirement dreams are – how long is your life savings going to last before it runs out? At Makowem & Isaacs Financial Planning, we’ll take into account your current savings, KiwiSaver, investment properties, potential inheritances, inflation and expected expenditure, and plot it all out into a year by year cash flow. Then we’ll review it from time to time – after all, we’re in this together and we both need to be held to account. View cash flow projection page
Capital movement
Once we’ve plotted out all your cash flows, we can see how long your money will last based on your current savings rate and expected future expenditure. We want to make sure that you don’t run out of money when you still have the energy to enjoy it. View capital movement page
