Superannuation and Retirement Solutions
Maximize Your Retirement Savings with Retirement Income Planning
Planning for a comfortable retirement involves more than just saving; it requires a retirement income solution that ensures you have a reliable and steady income stream throughout your retirement years. Our retirement income program is designed to help you achieve financial independence by providing the capital you need to fund your goals and aspirations.
At Succession First, our wealth planning services are tailored to create a retirement income plan that supports your financial security for the long term. We structure your plan to provide you with a regular income that will last throughout your lifetime, allowing you to live comfortably and worry-free.
With a well-structured retirement income plan, you can enjoy the freedom to pursue your passions, hobbies, and interests, knowing your financial future is secure.
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Lifetime Income Solutions – Transform Superannuation into a Guaranteed Retirement Income
Planning for retirement isn’t just about growing your savings—it’s about making sure they last a lifetime. At Succession First, we specialize in creating retirement income strategies that provide stability, flexibility, and peace of mind throughout your retirement years.
Our Lifetime Income solution is a powerful financial planning tool that transforms your superannuation savings into a guaranteed, tax-paid income for life. It combines the benefits of investment growth with insurance protection, ensuring you receive consistent, reliable income—regardless of how the markets perform.
Integrated Retirement Planning for Financial Security
Lifetime Income works seamlessly alongside your KiwiSaver and private superannuation funds, offering a secure income stream to cover essential living expenses. This frees up your other investments to focus on long-term growth and lifestyle goals—such as travel, hobbies, or home improvements—giving you greater financial flexibility and freedom.
By integrating these key retirement components, we help you build a diversified and resilient retirement strategy that supports both your day-to-day needs and your long-term aspirations.
By integrating these key retirement components, we help you build a diversified and resilient retirement strategy that supports both your day-to-day needs and your long-term aspirations.
Secure a Worry-Free Retirement with Succession First
Our experienced financial advisers will design a personalized retirement income plan tailored to your unique goals, combining Lifetime Income, KiwiSaver, and superannuation to maximize your financial independence. Whether you’re approaching retirement or already enjoying it, now is the ideal time to future-proof your finances and protect your lifestyle.
Retire with confidence—partner with Succession First to ensure your income lasts as long as you do
Retire with confidence—partner with Succession First to ensure your income lasts as long as you do
Key Benefits of Lifetime Income in Retirement Planning
Guaranteed lifetime income – Your retirement payments are secure and unaffected by market fluctuations.Flexible withdrawal options – Access up to 20% of your investment or withdraw the full balance if your needs change.Optimized start timing – Defer payments to receive a higher income later in retirement.Tax-paid income stream – Enjoy simplicity and transparency with regular, tax-paid payments.Estate-friendly – Any remaining balance in your fund is passed to your estate upon death.
Providers we work with
