Retirees
Professional financial guidance designed to help you prepare for retirement, protect what you have built and step into the next chapter with confidence.
Our comprehensive approach to retirees combines decades of experience with cutting-edge strategies
We work closely with you to understand your unique situation and develop a tailored plan that addresses your specific needs. Whether you are just starting out in retirement or looking to optimise your existing strategy, our team of certified financial planners is here to guide you every step of the way.
By Collaborative Consulting
Our comprehensive approach to retirees combines decades of experience with cutting-edge strategies. We work closely with you to understand your unique situation and develop a tailored plan that addresses your specific needs.
Whether you are just starting out or looking to optimise your existing strategy, our team of certified financial planners is here to guide you every step of the way.
Our retirement financial advice and holistic wealth management services
With decades of experience in the New Zealand market, we understand the unique challenges and opportunities facing Kiwi investors.
Make sure your KiwiSaver is in the right fund, contributing at the right level and properly integrated with your retirement plan.
Plan how your wealth will be protected and passed on. We help you balance a great retirement lifestyle today with a meaningful legacy for tomorrow.
Ensure your assets are properly structured and your wishes are clearly documented, so everything transfers smoothly when the time comes.
Why Choose Collaborative Consulting
Our goal is to provide clear guidance, spark innovative solutions, and foster strong partnerships with our clients. At Collaborative Consulting, we are dedicated to honesty, flexibility, and a commitment to achieving outstanding results.
With decades of experience in the New Zealand market, we understand the unique challenges and opportunities facing Kiwi investors. We work closely with every client to develop a plan that truly addresses their specific needs.
Personalised strategy tailored to retirees
Retirement does not come with a standard template. Every plan we build starts with a thorough understanding of your assets, your income needs and what you want your retirement to look like.
Access to premium investment opportunities
With clients invested across more than 45 countries, we provide access to a globally diversified portfolio that most individuals could not build on their own.
Transparent fee structure with no hidden costs
You will always know what you are paying and what you are getting. Our fee structure is clear and explained upfront, with no hidden charges.
Ongoing support and guidance
Retirement is not set and forget. We stay alongside you with regular reviews, proactive updates and a direct line to John whenever you need it.
Make your wealth. Well-grow for the future. The right way with us.
Frequently Asked Questions
Have a question about managing your finances in retirement? We are happy to help.
What qualifications and experience do you have?
John Milner has worked for over 30 years in the investment field. His qualifications include a Post Graduate Diploma in Business Studies (Personal Financial Planning), Certified Financial Planner (CFP), Certified Life Underwriter (CLU) and Certificate in Financial Services Level 5. He was named Investment Adviser of the Year in 2016 and works with a carefully selected number of private clients to ensure every relationship gets the attention it deserves.
What types of clients do you work best with?
Many of our clients have sold a business, farm or property, are in retirement or want more from their current financial arrangement. Bank deposits are not delivering for them. Our clients are good people who want a financial adviser who will treat them like a human being, not a number. We build genuine, long-term relationships and take the time to understand what each client is actually trying to achieve.
What is the first step in working with you?
It starts with a conversation. There is no cost and no obligation. We use this first meeting to understand your situation, your goals and whether we can genuinely add value. If we are a good fit, we will explain clearly what working together involves and what it costs. You can book a call by clicking the button below or calling us on 0800 225 665.
Do you work with clients across New Zealand?
Yes. We are based in Auckland but work with clients all over New Zealand. We use Zoom, phone and email to stay in regular contact, and distance has never been a barrier to providing quality advice. If you are in the Auckland region and prefer to meet in person, we are happy to arrange that too.