financial security, freedom & choice
Empowering informed decisions for your financial journey.
Access to knowledge can make all the difference – so we make ours readily available. Our online resources and network of experienced advisers are at hand to help you make good decisions for your financial life and goals. Read on for more, and of course, don’t hesitate to get in touch if you’d like to talk.
The Retirement Platform
Like to calculate your retirement savings goals? To check your risk profile, or maybe review your KiwiSaver contributions?
The Retirement Platform gives you 24/7 access to calculators, tools, guides, quick-reads and more, all designed to help you achieve financial security, freedom and choice in retirement.
Take the reins of your financial future – put some time aside to run your numbers and peruse our comprehensive and growing array of resources.
The Retirement Platform
Like to calculate your retirement savings goals? To check your risk profile, or maybe review your KiwiSaver contributions?
The Retirement Platform gives you 24/7 access to calculators, tools, guides, quick-reads and more, all designed to help you achieve financial security, freedom and choice in retirement.
Take the reins of your financial future – put some time aside to run your numbers and peruse our comprehensive and growing array of resources.
The Advice Platform
Looking for an experienced financial adviser? Like to know more about how advice works and what to expect?
Introducing The Advice Platform – a network of qualified, professional advisers. Find specialists in personal insurance, mortgage advice, financial planning, retirement planning and investment. Review profiles, qualifications and experience, and find an adviser to suit your needs – then connect. Easy access to expertise for your financial advice needs.
The Advice Platform
Looking for an experienced financial adviser? Like to know more about how advice works and what to expect?
Introducing The Advice Platform – a network of qualified, professional advisers. Find specialists in personal insurance, mortgage advice, financial planning, retirement planning and investment. Review profiles, qualifications and experience, and find an adviser to suit your needs – then connect. Easy access to expertise for your financial advice needs.
24/7 access to knowledge
Tools, resources and advice for your financial goals and life.
Take ten to grow your financial nous
Knowledge plays a big role in building a healthy financial life. When you have 10 minutes to spare, why not take time out for a regular read from the comfort of the couch – in depth guides, quick reads, handy FAQs and more.
Run your numbers and plan ahead
Assess your savings goals, review your progress, look ahead to your future. Our online tools – calculators, quizzes and more – are an accessible and convenient way to take stock of where you are and where you want to be.
Connect with an experienced adviser
Advice is a relationship, so it goes without saying that choosing an adviser who’s right for you – in terms of both expertise and rapport, is important. Peruse profiles and connect with an adviser at The Advice Platform.
Complimentary subscriptions
Manage your money, your way with Pocketsmith. Protect your loved ones and your interests with Wills and EPAs. Register for the Beta version of The Vault, and more. Take a look at our Premium Tools for clients at The Retirement Platform.
About us
We’re enthusiastic proponents of sharing knowledge and expertise – to help our clients secure financial freedom, security and choice in life and in retirement.
We work towards that goal in a couple of key ways: Our online platforms are designed to put you in the driver’s seat of assessing and considering your needs and options. And for personalised advice, we – and our network of adviser partners – are readily available, be that for mortgage, risk insurance, investment, financial planning or retirement planning needs.
Founded by David Yates, Miles Flower and John Coltman, Retirement Planning Ltd brings clients decades of advice experience and expertise. And importantly, in this busy world where time is often in short supply, we’re committed to providing information and tools that make it easy for our clients to make informed decisions and keep their financial goals, needs and plans on the radar.
Contact us
KiwiSaver-questions? We’re here to help. Like to take a good look at your financial plan? We can help there too. From simple queries through to advice for retirement, investment, and financial planning, we welcome you to get in touch.
