Consilium ’s Post

Why are advisers switching to KiwiWRAP? They want to provide more value and a higher standard of service for their clients. Here’s why: ✅They recognise KiwiSaver clients with higher balances deserve more. ✅They want their clients to have a clear retirement strategy. ✅They want their clients' KiwiSaver integrated with their overall financial plan. ✅They want to charge a fee-for-service commensurate with the advice given. ✅They want to build comprehensive portfolios using best-of-breed managers. ✅They value receiving referrals from KiwiWRAP marketing. ✅They understand KiwiSaver is the future of advice and recognise they need to take control of their value proposition, service and revenue. Our community of accredited advisers is expanding. Are you on the list? https://lnkd.in/ecRAkiPP Become a KiwiWRAP adviser today! https://lnkd.in/dpqS2WTz Consilium NZ Limited is the issuer and manager of the KiwiWRAP KiwiSaver Scheme. The Product Disclosure Statement and full list of investment options for the KiwiWRAP KiwiSaver Scheme is available at www.kiwiwrap.co.nz

👵 Worried about outliving your money? With the cost of living and healthcare rising 📈, many boomers wonder if they’ll be able to maintain their lifestyle AND leave a meaningful inheritance. Here’s the good news: You CAN do both! 💼 🎯 Schedule a free consultation and we’ll help you: 📊 Create a personalized plan to make your savings last 🏥 Prepare for rising healthcare costs without sacrificing your current lifestyle 👪 Ensure your legacy is protected for your loved ones 🌟 Take control of your financial future and feel confident your wealth will last as long as you do. 👉 Book your FREE consultation today: [https://lnkd.in/eH67zk_R]

Working longer is becoming more common. Why retire when you love what you do? Be aware of some financial considerations if you don't plan to retire anytime soon. Follow #charalambos for expert tips and insights #financialplanning #financialadvisor #Wealthmanagement #wealthbuilding #Retirementplanning #investing #wealthaccumulation #businessowners #wealthmastery #etsateplanning

Working longer is becoming more common. Why retire when you love what you do? Be aware of some financial considerations if you don't plan to retire anytime soon. Follow #charalambos for expert tips and insights #financialplanning #financialadvisor #Wealthmanagement #wealthbuilding #Retirementplanning #investing #wealthaccumulation #businessowners #wealthmastery #etsateplanning

In a country where the informal economy thrives, many entrepreneurs operate without the benefits of employer-sponsored pension funds or retirement annuities. Coupled with the inherent financial risks of entrepreneurship, this poses a significant hurdle to building long-term financial security. 💰 Listen, as our Investo Head of Marketing: Retirement Savings, Andile Jonas, offers advice for success to Entrepreneur and influencer, Thendo Muloiwa, about a few things to consider when looking after his future self. #SuccessIsAScience 💡

There is a science to getting your money right. Here are a few tips…#SuccessIsAScience

As with any period in your life, creating a viable financial plan for your later years has a unique set of challenges. When you have limited or no working income and new kinds of expenses, it can take more thought to ensure you maintain financial stability. To make matters more complex, people are living longer on average, meaning you’ll need to prepare for more years than you may anticipate. And although it may be tempting to think these post-work years all look the same, life can look very different from one year to the next. If you have any questions please visit our website: https://lnkd.in/gS3-ngmd #financialplanning #wealthpreservation #retirementplanning #investing

Most people (me included!) put retirement planning on the backburner after it's set up. It's so easy to set it and forget it. But hear me out - what if you knew that you could retire years sooner than you ever thought possible - just by making a few small changes to your investment plan? There are so many small ways to invest more, grow your money faster, and reach financial freedom sooner. Ready to learn more? Dive into the full blog post here: https://lnkd.in/gvcagKee

As financial planners, we often talk about the importance of working towards long-term goals and security. As part of your financial plan, you might be putting money into a pension for retirement or building an emergency fund to safeguard your finances if you experience a shock. Considering your long-term ambitions is often important for turning […] https://lnkd.in/dtq5UNUd www.Cyprus-CEO.com #CEO #business #management #marketing #tech #AI #legal #money