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Are You Financially Prepared for Retirement?

Recent insights from the 2025 Financial Resilience Index have revealed an uncomfortable truth: more than half of Kiwis worry about money weekly or even daily, and only 44% feel financially prepared for retirement.

Even as we begin to see some relief from the cost-of-living crisis, many New Zealanders are still facing financial stress. But with a little planning and support, there are practical steps you can take now to build confidence in your financial future.

💭 Are You on Track for the Retirement You Deserve?

For many, retirement feels like a distant goal — but the decisions you make today can have a big impact on the lifestyle you enjoy later.

KiwiSaver is the main retirement savings tool for most New Zealanders, but did you know that a large number of KiwiSaver members have never reviewed their fund or investment settings? That could mean missing out on thousands of dollars in potential returns over time.

That’s why it’s important to regularly review:

  • Your KiwiSaver fund type (growth, balanced, conservative)

  • Your contribution levels

  • Your fund’s performance and fees

A small change now could make a huge difference later.

🛡 Why Financial Planning and Insurance Go Hand-in-Hand

Financial resilience isn’t just about savings — it’s also about protecting what matters most. The right insurance cover gives you peace of mind that if life takes an unexpected turn, you and your loved ones won’t be left in financial difficulty.

At NZ Advice Group, we help clients make sure they’re covered in all the right areas:

  • Life and trauma insurance to protect your family and future

  • Income protection, in case an illness or injury affects your ability to work

  • Health insurance, so you can avoid delays and get access to the care you need quickly

These protections are part of a strong, well-rounded financial plan — one that supports your goals and gives you freedom, not just now but into retirement.

📅 It’s Time for a Free Financial Review

If you haven’t reviewed your KiwiSaver or insurance recently — or if you’re unsure whether you’re on track — we can help.

We offer free, no-obligation financial reviews tailored to your needs. Whether it’s fine-tuning your KiwiSaver, checking your insurance, or building a bigger-picture strategy, our experienced advisers are here to help you make smart, informed decisions.

Let’s work together to make sure you’re not just getting by — but building the future you deserve.

📞 Contact Us Today

NZ Advice Group
Helping Kiwis protect what matters most — with advice that makes a difference.