Retirement Taylor Made

Retirement Taylor Made offers expert retirement financial planning services in Wellington. With years of experience, we deliver tailored solutions for individuals seeking to make the most of their retirement finances. We specialise in KiwiSaver advice and other retirement planning services in a professional and welcoming environment. Our focus is on helping you achieve your retirement goals.

WHO WE ARE:

• Our team is led by Ailsa Taylor, a qualified financial adviser with a passion for helping people create their ideal retirement.
• We are committed to providing personalised advice and services, taking the time to understand each client’s unique needs and goals.
• As a Booster Financial Advisor, we have access to a wide range of retirement planning tools and resources, ensuring our clients receive the best possible guidance.

WHAT WE DO:

• We provide expert KiwiSaver advice, helping you make informed decisions about your retirement savings.
• Our services include UK pension transfer and Australian super transfer, making it easier for you to manage your international retirement funds.
• We also offer comprehensive retirement financial planning, including investment advice and socially responsible fund options.

WHY CHOOSE US:

• Our personal approach ensures you receive tailored advice and guidance, specific to your retirement goals and needs.
• We are dedicated to helping you achieve financial freedom and security in your retirement, with a focus on long-term sustainability.
• As a trusted and experienced financial advisor, Ailsa Taylor will work closely with you to create a bespoke retirement plan, tailored to your unique circumstances.

FAQ
1. What is KiwiSaver and how can it benefit my retirement?
KiwiSaver is a voluntary retirement savings scheme, designed to help you save for your retirement. Our expert KiwiSaver advice can help you make the most of this scheme and ensure you’re on track to achieve your retirement goals.

2. Can I transfer my UK pension or Australian super to New Zealand?
Yes, we can assist with UK pension transfer and Australian super transfer, making it easier for you to manage your international retirement funds and consolidate your savings in one place.

3. How often should I review my retirement plan to ensure I’m on track?
We recommend reviewing your retirement plan annually, or whenever your circumstances change, to ensure you’re still on track to meet your retirement goals. Our team can help you with regular reviews and adjustments to your plan, providing peace of mind and financial security.