Investments & Wealth Management
Retire richer than your boss
The key to retiring well is knowing what you want out of life - and an investment adviser with the experience to get you there.
At Windsor Wealth, we have been investing our own money for decades. We’ve made mistakes along the way, but overall we’ve made solid choices that have created long term financial security and freedom for our families.
Now, we help others do the same. Together, we’ll design an investment portfolio that works for you. Your plan may involve finding a powerful KiwiSaver fund, building a share portfolio, investing in managed funds, investment property, savings or a combination of all of these.
Our ultimate goal is to see you invest your money so well that you have a better retirement than your boss.
You don’t need a lot of money to start investing well. You just need to start. Give us a call and let’s kick start your investment portfolio.
Your future self will thank you for it. (Your boss? Not so much)
Call us on 0508 946 3767 (0508 WINDSOR) to discuss your life goals and let’s make a plan to get you there.
Trust me, your future self will thank you for it. (Your boss? Not so much)
“Brett was very easy to work with. He has excellent knowledge and doesn’t have a pushy personality which makes it feel like he is having your best interests at heart. I found him very trustworthy and wouldn't hesitate to recommend him to anyone looking for financial advice.”
- Bevan Ebett
Investments & Wealth Management FAQs
How do I plan for my retirement?
Start talking to us. We help you understand how much income you need in retirement, and then figure out the right plan to get that income.
What is KiwiSaver?
Kiwisaver is the New Zealand superannuation scheme. If you are employed you can contribute 3%, 4%, 6%, 8%, or 10% and your employer will need to contribute at least 3%. The government will chip in with $521 each year so there is some free money to be had, and the long-term results are astonishingly good. The funds are accessible as a lump sum at retirement age. You can choose from 34 funds. Most people just go with their bank but it is better to go with an investment specialist. Talk with us to get your investment selection right.
How do I choose my KiwiSaver fund?
You can look at long term performance, but you need to look at more. The reason is that investment performance fluctuates and so you need to understand the investment process, and then stick with the investment process. Performance chasing is the enemy of compounding returns.
How is it possible for me to retire richer than my boss?
You’d be surprised what you can achieve with a solid plan and a proven process. Give us a call 0508 WINDSOR and let’s talk about your scenario.
Contact us on 0508 946 3767 (0508 WINDSOR) to book a complimentary consultation