Who’s driving your retirement?
As business owners we are often so caught up in the day-to-day we forget to pause, and look up towards retirement. When was the last time you considered your retirement savings? No one wants a retirement like you do! What kind of retirement are you dreaming of? Our dreams are as unique as each woman who comes to Chrysalis. Are we taking the right steps to make our dreams reality?
Let’s discuss things such as: Do you work with an adviser? Go solo? Follow robo-advice? Invest in a LifeStages fund? Who is your provider for KiwiSaver? Do they use an active, or passive strategy? What does this all mean in plain language? How often are you reviewing your KiwiSaver, or investments? What is socially responsible investing? Is that important to you, and what does it look like?
Please tell Ailsa if there is something specific you’d like her to cover.
Who is Ailsa Taylor?
Ailsa is the owner of Retirement Taylor Made (https://retirementtaylormade.co.nz/), a nominated representative of Booster, a Wellington-based, privately owned Financial Services Company advisers, recently reappointed as a default provider for KiwiSaver. Prior to setting up her own business, Ailsa was part of the team at Booster in the Research & Adviser Services areas, but has worked for other well-known financial services companies through her career.