This workshop can help you plan your retirement and achieve your financial goals.

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Would you like to be in control of your finances and savings? Would you like to plan for your future? 

Our workshop is proven and effective at helping busy executives, professionals and business owners understand:

  • Where income is being spent
  • The power of ‘compounding investment returns’
  • The lifestyle that can be sustained at different stages during your working career and retirement

Client testimonial:  “Until I met with PwC, I lived in fear of leaving my well paid job because I had little savings (and didn’t know why) and no sense of what retirement would be financially like for my spouse and I.”

Our workshop utilises a sophisticated PwC workbook designed and built by one of the world’s leading financial modelers to project your future financial position scenarios, allowing you to make decisions today that will help you and your family plan the future you want.

Please note: this workshop is for individual / personal use. We also hold exclusive sessions for individuals/groups from business organisations who care about their teams Financial Well-being.

Target Audience

This course is relevant for:

  • Executives
  • Professionals 
  • Business owners
  • Anyone interested in planning for their retirement and achieving their financial goals
  • organisational teams - Professional services 

PwC NZ has developed a unique Financial Model and owns this Intellectual Property it has created. Hence to protect this Intellectual Property, PwC has the sole right to determine who it accepts to attend training courses, where this Financial Model is utilised.


Reference materials

You’ll walk away with your personalised model which you can update as you need. 

Course Numbers

Limited to 15 attendees

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