About this Event
Join Mathew Stoddart and Kate McGrath from Craigs Investment Partners, for an informative and practical session designed for people approaching retirement, already retired, or experiencing a significant life change.
They will be joined by special guest Dave Moss from You, Me & Friends, a Northland-based travel company specialising in hosted small-group tours for retirees and over-50s travellers.
The presentation will explore:
- Transitioning from employment income to retirement income
- Understanding NZ Super and KiwiSaver
- Estimating retirement living expenses
- Investing to generate sustainable retirement income
- Managing housing, travel and unexpected health-related costs
- Practical considerations for travel during retirement
Whether you are preparing for retirement or already enjoying it, this session will provide practical insights to help you plan confidently for the years ahead.
When: 10:45am - 12:00pm, Tuesday 6 October 2026
Where: Craigs Investment Partners, 71 Bank Street, Municipal Building, Whangārei 0140 (First floor, access via rear of building)
Hosts: Mathew Stoddart and Kate McGrath, Craigs Investment Partners Whangārei with Special Guest Dave Moss, from You, Me & Friends
RSVP details: Wednesday 30 September 2026
Light refreshments provided.
Craigs Investment Partners is a NZX Participant Firm. Craigs Investment Partners Limited Financial Advice Provider Disclosure Statement is available on request and free of charge. Investments are subject to risk and not guaranteed. Please visit craigsip.com.
Click here to view the Craigs Investment Partners Limited Financial Advice Provider Disclosure Statement.
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Event venue & nearby stays
Craigs Investment Partners, 71 Bank Street, Whangarei, New Zealand
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