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Securing a fulfilling and satisfying retirement in today’s world requires a whole range of tools and techniques that are not found through traditional financial planning.

For every moment invested in securing your finances, an equal amount will need to be spent on understanding your new identity, establishing a new purpose in life, along with ensuring an understanding of the importance of social networks, relationships as well as utilising all your skills and talents in new directions.

SMART Retirement offers an online programme, which will guide you through our 9 modules to complete your personalised written ‘Roadmap for Freedom’, in the comfort and privacy of your own home.

The second option is small group workshop style conferences in unique venues with hands on experiences which are not only challenging but fun. Numbers are limited to ensure everyone gets the chance to test out some of their ‘bucket list’ items.

As the number of people, in New Zealand, reaching retirement age is increasing by more than 70,000 per year, and as many realise they are not retirement ready, there will be a forever increasing demand for the SMART Retirement solution.

Be prepared for your best years by completing your Roadmap for Freedom at a SMART Retirement workshop or via the online programme.

Investment to be retirement ready

$380Online mastery course
  • Full 9 module programme delivered online
  • ‘Roadmap for Freedom’ personalised plan
  • Social network of fellow retirees

Investment to be retirement ready

$50Online module
  • Individual module delivered online
  • ‘Roadmap for Freedom’ module plan

Investment to be retirement ready

$49953 month mentoring including workshop
  • 3 month Mentoring programme
  • 2-day workshop in a fun and challenging venue
  • Morning & Afternoon tea and lunch each day
  • Course material
  • Dreamlining experiences
  • ‘Roadmap for Freedom’ personalised plan
  • Free gift
  • Social network of fellow retirees
  • Follow up volunteering¬† and bucket list experiences

Retirement is the perfect time to focus on how you want to feel, think and; to do what you have always wanted.

How it worksContact Us