Plan retirement. Forecast cashflow. Organise legacy.
Retirement planning is about more than having enough money.
It’s about understanding the future you want, knowing whether you’re on track to achieve it, and having confidence in the decisions you make along the way.
Through a structured four step process, Rewire Planning helps you create a practical roadmap for retirement, understand how your finances may support your lifestyle, and organise the legacy you leave behind.
Plan • Forecast • Organise
Everything we do is built around three simple ideas.
Plan Retirement
Define the retirement you want, understand where you are today, and create a roadmap that connects your current finances to your future lifestyle and goals.
Forecast Cashflow
Project your future income, spending and savings so you can understand how long your money may last and make informed decisions with confidence.
Organise Legacy
Align your finances with your estate, succession and charitable intentions while ensuring important documents are organised and accessible.
It’s not how much money you have, it’s what you want to do, when, and what resources it'll take
The starting point is not a product or a forecast. It is a picture of the life you want in retirement.
From there, we work backwards to ask:
01.
02.
03.
The outcome is not just a report. It is a plan you can read, discuss with those close to you, and return to when circumstances change. The aim is to reduce uncertainty and provide a reference point for future decisions, so you can spend more time enjoying life now.
Helping you make informed
retirement decisions
Retirement Planning &
Savings Gap Analysis
Understand where you are today, where you’d like to be, and any gap between the two.
We’ll review your income, expenses, savings, KiwiSaver, investments and debt to help determine whether you’re on track for the retirement you want.
Investment & Retirement
Spending Strategy
Rewire Planning provides advice and planning; you can implement recommendations yourself, with existing providers, or with other specialists as appropriate.
Cashflow Forecasting
Gain greater confidence about the future.
By modelling income, expenses and savings over time, we can help you understand how different decisions may affect your retirement outcomes.
Estate &
Succession Planning
Ensure your retirement plans align with your family, estate and succession intentions.
We’ll help identify important considerations and areas where specialist advice may be beneficial.
Charitable
Gift Planning
If giving back is important to you, we’ll help explore how charitable giving can become part of your broader retirement and legacy plans.
Electronic
Document Organisation
Gain greater confidence about the future.
By modelling income, expenses and savings over time, we can help you understand how different decisions may affect your retirement outcomes.
Four meetings.
One retirement roadmap.
Step 1
Discovery & Goal Setting
Step 2
Discovery & Goal Setting
Step 3
Discovery & Goal Setting
Step 4
Discovery & Goal Setting
Simple, transparent pricing
The process is transparent, you pay per step. Each step has a clear purpose and expected outcome. The result is a documented retirement plan and cashflow forecasts you can rely on when making key decisions over time
Four meetings. One retirement roadmap.
Pricing
Discovery & Goal Setting
Analysis & Planning
Your Retirement Roadmap
Implementation & Next Steps
Retirement Planning Process
First meeting $500
$400 per step
Maximum of four steps to complete the process
Typical total investment: $2,100 + GST (if any)
What's Included
Frequently Asked Questions
No. Many clients begin planning years before retirement so they have more time and flexibility to make informed decisions.
Yes. Meetings can be completed remotely or in person depending on your location and preferences.
If Rewire Planning appears to be a good fit for your circumstances, we’ll explain the next steps and schedule your first planning meeting.
No. The process is designed on a pay as you go basis, allowing you to decide whether you’d like to continue after each stage.