FINANCIAL Terminology
Have some questions regarding any of the financial terminology mentioned in our free retirement planning guide? Feel free to contact us.
Wondering how to check the performance of your KiwiSaver fund or provider? Then get in touch.
A CFFC 2020 survey of New Zealanders financial knowledge found:
- “New Zealanders have a good understanding of inflation, interest and risk and return…….
- however, they struggle with understanding compound interest, risk diversification and time value of money.”
If you are struggling with any of these areas or terminology, feel free to email us your questions.
PLANNING advice
Already tried to make your retirement plan, but still can't make ends meet? Send us a copy of your plan and we will review it, and offer some suggestions or areas to consider further.
- we provide non-judgemental pragmatic advice
- all information is treated confidentially
As we do not sell any products nor recieve and commissions, you know any advice provided is independent and applicable to your needs.
Dont want to contact us or send us your plan, but still have concerns? Feel free to enrol in one of our up-coming courses and talk directly with the authors. Visit our courses page to see the next available course.