TRAVEL ON THEIR MIND

I first met Archie and Avril a year ago. Archie had just turned 60, and Avril was in her early 50s. Like many Kiwis, they wanted to plan for their retirement so that they could spend their later years travelling around New Zealand and occasionally overseas. They'd recently bought a motorhome, and Avril was keen to take their dog with them when they toured the South Island.

THE GOAL

To fund that lifestyle, they calculated that they would need $100k passive