When it comes to planning for your retirement there’s a lot to consider: your age, where you live, your income, investments and goals to name a few. To get the most out of your assets come retirement - assets you’ve worked incredibly hard for - we recommend getting professional financial advice.

At NZBritannia, we have over 25 years’ experience helping New Zealanders, with a proven track record in retirement and financial planning. We’re also specialists in transferring UK pensions to NZ.

Whatever stage you’re at with your retirement planning, our team of qualified Financial Advisers can help you retire better.

Retirement calculator

Will you be retirement ready?

In just a couple of minutes, our calculator tool will give you an idea on how much you’ll have when you retire and whether you’re on track to meet your retirement goals.

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Retirement planning & financial advice

Our specialist advisory team can work with you to create a personalised retirement plan to help you reach your goals and keep on track - including insurance, KiwiSaver and estate planning.

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Investing

We can help you build a portfolio that’ll meet your individual needs, as we understand everyone’s situation is unique, and there’s a lot to consider when looking to secure your financial future. Not only do we have our own in-house investment products, but we also work with other major providers.

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KiwiSaver

Just being a KiwiSaver member doesn’t mean the job is done, there are a lot of other factors to consider too. Our team of expert Financial Advisers can advise you on which KiwiSaver fund is best to help you meet your retirement aspirations.

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Insurance

It's not just about having insurance cover, it's about having the right insurance cover. We make sure your insurance remains ‘fit for purpose’ with your changing needs. We have relationships with NZ's major life insurers, and can offer expert advice in a wide range of areas such as life, trauma, medical and income protection insurance.

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UK pension transfers

Our team has been transferring pensions from the UK to NZ for over 25 years. During this time, we’ve worked with over 500 different UK pension providers to transfer pensions for over 20,000 clients.

We’re so confident you’ll have a great experience with our team that we offer free assessments and financial advice.

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UK to NZ pension transfer guide

Planning your pension transfer has never been so simple with our free eBook.

Request your free eBook
NZBritannia were upbeat and positive, encouraging me to follow simple guidelines that, when combined with their great product, would allow me to live comfortably in my retirement. Most importantly, they gave me peace of mind.
- Tricia Wilce
Every time we meet with Wayne Becker to understand how our investments are managed, we are delighted to hear what is happening in a way that we easily understand. Wayne's approach is friendly and professional and he is able to demonstrate financial activities with words, numbers, and diagrams. Thank you, Wayne, and thank you NZBritannia.
- Stephen Colling