NZ Wealth Planning
FREE Coffee with Retirement Savings Projection
About this offer
Enjoy free coffee with your personalised retirement savings projection ($649 incl.). This report shows how long your retirement savings may last under different inflation scenarios and your current drawdown trajectory — giving you a clear snapshot of your retirement outlook.
SuperGold Card holders receive a $25 coffee voucher with each paid report plus another $25 voucher when they refer someone else who also purchases a projection (vouchers usable at participating cafés).
SuperGold Card holders receive a $25 coffee voucher with each paid report plus another $25 voucher when they refer someone else who also purchases a projection (vouchers usable at participating cafés).
Disclosure:
Projections are provided as regulated financial advice by NZ Wealth Planning, a licensed Financial Advice Provider (FAP). You can request our full Disclosure Statement any time or view it at nzwealthplanning.co.nz.
How long is this offer valid for?
This offer is ongoing
Terms and Exclusions
• Applies to verified SuperGold Card holders aged 65 +.
• One voucher per completed purchase.
• Referral vouchers issued after each referred person's payment is confirmed (no limit per client).
• Vouchers redeemable at participating cafés only; each subject to the café’s own terms and expiry rules.
• Vouchers cannot be redeemed for cash or combined with other offers.
• Limited-scope advice only (no strategy or product recommendations).
Ways to get this offer
Service travels to you
This business can travel to locations providing services.
About NZ Wealth Planning
Financial Advisors
We help you plan, invest and retire with confidence. We offer clear, personal financial advice, including KiwiSaver reviews, retirement planning and investment guidance to help your savings last and support the life you want.Ways to get this offer
Service travels to you
This business can travel to locations providing services.