Navigating market volatility in retirement

Market volatility can be a source of worry in retirement, especially when you are wanting stable income during your golden years. The reassuring news is that a CERTIFIED FINANCIAL PLANNER (CFP^CM) can be your trusted guide in helping you to navigate the journey to financial security and well-being.

Richard Grimes - our CERTIFIED FINANCIAL PLANNER (CFP^CM)
Richard specialises in investment advice and has been advising clients for the last 16 years. He is experienced and qualified to advise you on a wide range of NZ shares, international shares, fixed interest, and property and infrastructure investments.

When it comes to managing your finances, Richard is a knowledgeable expert. Achieving CFP^CM certification demonstrates commitment to the highest level of education and ethical standards in financial planning worldwide.

• Steadying the Ship: Investment philosophy. When investing your money, Richard will focus on your long-term plans. The foundation for success is investing in investments that suit you, well considered diversification, and risk management - all backed by comprehensive research.
• Taming the waves: Customised investment plan. Richard will create an investment plan customised to your financial situation and personality – whether you are conservative, high growth or somewhere in between. With Kingston Wealth you will invest in a diversified portfolio of company shares, property, and fixed interest – owned by you, managed, and advised on by us.
• Setting sail for the long term: Ongoing service and advice. To ensure success of your investment plan, Ruchard will regularly monitor and review your portfolio and meet with you at least annually to catch-up as your life situation changes and evolves.
• Smooth sailing into the sunset: Peace of mind. It’s impossible to predict the future but it helps if you have a plan. Richard will be by your side to help keep you on course and ensure you are living your best life. With Richards help, you'll not only weather market volatility but also feel more confident about your financial future.

Let Richard Grimes - our CERTIFIED FINANCIAL PLANNER (CFP^CM) help make your retirement worry free.

Get in touch today and book a meeting to learn more about how we can help, and you can decide whether we are the right people to look after your hard-earned capital.