105 Retirement Planning
Aged 45–65+ & still working Retire once. Retire well. Plan with confidence. This course gives you the knowledge, tools, and expert strategies to design a secure lifetime income, protect yourself legally, support your family safely, and future-proof your retirement decisions.
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Sat 14 Mar
- TEC-subsidised course fee for qualifying learners $40.00 incl. GST
- $80.00 incl. GST
Sessions
Session 1
Sat 14 Mar 10:00 - Sat 14 Mar 14:00At Selwyn College, Auckland.Session 2
Sun 15 Mar 10:00 - Sun 15 Mar 14:00At Selwyn College, Auckland.Please note there is NO refund or transfer if you cancel less than 5 working days in advance of a class starting. Our refund policy can be read in full here. -
Sat 16 May
- TEC-subsidised course fee for qualifying learners $40.00 incl. GST
- $80.00 incl. GST
Sessions
Session 1
Sat 16 May 10:00 - Sat 16 May 14:00At Selwyn College, Auckland.Session 2
Sun 17 May 10:00 - Sun 17 May 14:00At Selwyn College, Auckland.Please note there is NO refund or transfer if you cancel less than 5 working days in advance of a class starting. Our refund policy can be read in full here. -
Wed 03 Jun
- TEC-subsidised course fee for qualifying learners $40.00 incl. GST
- $80.00 incl. GST
Sessions
Session 1
Wed 03 Jun 19:00 - Wed 24 Jun 20:30At Selwyn College, Auckland.Session 2
Wed 10 Jun 19:00 - Wed 10 Jun 20:30At Selwyn College, Auckland.Session 3
Wed 17 Jun 19:00 - Wed 17 Jun 20:30At Selwyn College, Auckland.Session 4
Wed 24 Jun 19:00 - Wed 24 Jun 20:30At Selwyn College, Auckland.Please note there is NO refund or transfer if you cancel less than 5 working days in advance of a class starting. Our refund policy can be read in full here.
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Wed 04 Nov
- TEC-subsidised course fee for qualifying learners $40.00 incl. GST
- $80.00 incl. GST
Sessions
Session 1
Wed 04 Nov 19:00 - Wed 25 Nov 20:30At Selwyn College, Auckland.Session 2
Wed 11 Nov 19:00 - Wed 11 Nov 20:30At Selwyn College, Auckland.Session 3
Wed 18 Nov 19:00 - Wed 18 Nov 20:30At Selwyn College, Auckland.Session 4
Wed 25 Nov 19:00 - Wed 25 Nov 20:30At Selwyn College, Auckland.Please note there is NO refund or transfer if you cancel less than 5 working days in advance of a class starting. Our refund policy can be read in full here.
Description
Course outline
1. Your Lifetime Retirement Strategy
- Identify your retirement age
- Learn how much you’ll realistically need
- Create a secure income plan to age 90+
- Avoid the mistakes that force people back to work
- Understand how to protect your wellbeing and financial future
2. NZ Super & Government Regulation Changes
- How rising access ages may affect you
- Residency rules and future changes
- How to plan with and without NZ Super
- Using projections to understand long-term outcomes
3. Planning for Incapacity or Dementia
- The decisions you must make early
- Financial and personal protection if you lose capacity
- Preventing stress on your spouse or children
- How EPAs and planning frameworks keep control in your hands
4. Estate Planning & Legal Structures
- Wills
- Enduring Powers of Attorney
- Family & Testamentary Trusts
- Helping the Next Generation While Protecting Yourself
- Professional Projection Software
- Building Your Professional Team
- The Secrets of an Expert Retirement Planner
- Group Question & Answer Session
Who Should Attend
This course is ideal for:
- Kiwis aged 45–65 wanting a clear, long-term plan
- Couples preparing for retirement together
- Homeowners considering downsizing or restructuring
- Anyone unsure if they are “on track”
- Individuals planning for future health changes or estate needs
- Parents wanting to help children safely and fairly
What to Bring
- Mobile phone
- Calculator
- Pen and paper
- Water bottle
Your Outcome
By the end of this course, you will have:
✓ A clear retirement strategy
✓ A lifetime income plan to age 90+
✓ An estate planning checklist
✓ Protection against incapacity or dementia scenarios
✓ A safe framework for supporting your children
✓ A personalised roadmap of next steps
✓ The knowledge to retire once — and retire well
Information is covered in a fun and relaxed way, with many real-life examples of effective strategies. Dylan Mann will present this course. He is an AFA financial planner with more than 17 years industry experience and advanced qualification on the topic.
About your tutor, Dylan
Dylan started his own financial banking license and employed over 225 financial advisers around Australia, to work under his brand iPRAXIS Pty Ltd. As CEO, Dylan was essentially responsible for the professional conduct, training and ongoing support of all his financial advisers, positioned throughout Australia & Philippines now in New Zealand with The Advice Hub Ltd.
Dylan has been teaching adult education at community colleges in Australia and since 2001 and in New Zealand from 2016, covering all financial advisory topics. Community education has remained close to his heart, as he is committed to sharing financial knowledge with his community.
- Self Employed Adviser with AMP (AUS) 1999-2026
- Diploma Financial Services 2002,
- Real Estate Licensee NSW Australia 2006
- Founder of iPraxis Financial Services Australia & Philippines 2006 - 2014
- Advanced Diploma of Financial Services Australia 2011
- AFA Financial Adviser Auckland New Zealand 2016
- Currently Head of Investments at The Advice Hub starting in 2017
