For many people, a good investment you can make towards your retirement is to pay down your home loan and personal debt.  If you have recently paid off your home loan, get in touch with us to talk about some options to consider to help to save for your retirement.

Get in touch with us

What sort of lifestyle do you want?

Where you will live and how you want to live have a big impact on how much money you’ll need. A good way to meet your retirement goal is to have a financial plan and strategies on how you’ll get there, that are unique to you. Check out how much you may need for your retirement here.


Will you live in your own home or rent?

Whether you rent or own your home, having enough funds to cover regular expenses and have enough left over for fun stuff is a balancing act. Becoming debt free is a good way to save for your retirement, but this is easier said than done! Know where your money is going and use our Cash Management form here.


How do I save for retirement?

The longer you have to save the better.  Avoiding having high-interest debt like credit cards and hire purchase debt, is a good place to start. For most people, it’s not enough to just rely on the Government Super. Find out here how much you would get if you retired today. 

How to save for retirement? One option is a Multi-Manager investment portfolio.

Our Multi-Manager investment portfolio just is one of several options to consider for your retirement savings plan.

Your journey with RIVAL Wealth is unique because we take the time to get to know you. Once we have gathered enough information about your income, expenses, your goals and aspirations, you’ll then receive a personalised investment plan which is easy to understand and explains in detail our recommendations. 

Your plan will take into account your appetite for risk and how long you have until you wish to retire. Once you come on board as a client,  you’ll receive comprehensive reporting, ongoing communications and can view your portfolio anytime online.  

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