Retirement and Asset Planning Form
Gathering your financial details and future plans for tailored advice
Do you have any of the following - if so check the box and give detail further down the form
*
Personal Debt including Home Loans
Kiwisaver
Managed fund investments
Investment properties
Bank or term deposits
shares not in managed funds
Family loans, childern or elsewhere
Other investment assets not otherwise shown above
Own your own home
Assets and Liabilities
Personal Debt including Home Loans
KiwiSaver
Upload Most Recent KiwiSaver Statements
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Managed Funds
Upload Most Recent Managed fund starements
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Investment Properties
Do any of your investment properties have loans?
Please Select
Yes
Investment Loan
Bank Deposits / Term Investments
Shares
Loans to Children or Others
Other Investment Assets
Home Property
Income Information
Your Tax-Assessable Income (per year)
Non-Taxable Benefits Received (per year)
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Personal Details
Full Name
First Name
Last Name
Date of Birth
-
Month
-
Day
Year
Date
Estimated Retirement Age
Retirement Planning
Expected Part-Time Income After Retirement (per year)
For How Many Years After Retirement Do You Expect Part-Time Income?
Partner Personal Details
Select 'Yes' to fill out Partner Personal Details
Please Select
Yes
No
Full Name
First Name
Last Name
Date of Birth
-
Month
-
Day
Year
Date
Estimated Retirement Age
Partner Retirement Planning
Expected Part-Time Income After Retirement (per year)
For How Many Years After Retirement Do You Expect Part-Time Income?
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Expected Capital Expenses (e.g., $20,000 for a car in 2027, $40,000 for a new roof in 2029)
Expected Capital Inflows (e.g., asset sales or inheritances)
Estimated Cash-Flow Needs in Retirement (per year, in addition to NZ Superannuation)
Anything Else? (Please include anything you feel is important for us to know.)
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Should be Empty: