Calculators > 60plus Budget

60plus Budget

From March 2012, this calculator will no longer be offered. If you wish to save your current data, download it to PDF. Find out more.

This calculator will help you work out how much of your nest egg you'll need to cover your semi-retirement/retirement spending. This is over and above New Zealand Super, any other regular income you can depend on and any money you have in your final home.

 

60plus Budget

 

Single or partnered?

(If you have a partner, but have arranged your financial affairs separately, you may wish to complete the calculator as if you were single.)

If single, will you be sharing accommodation from age 65 onwards?

(This will affect the amount of New Zealand Super you are entitled to.)

Your age

If you're semi-retired or retired, enter your current age. Otherwise enter the age when you expect to be semi-retired or retired

Your partner's age

If you're semi-retired or retired, enter your partner's current age. Otherwise enter the age your partner will be when you expect to be semi-retired or retired:

Your partner's retirement age

Age that your partner is expected to retire if different from above:

Your Gender

Your partner's gender

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Prior to changing your personal finances as a result of this calculation we recommend you view our disclaimer.
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Notes on this calculator
  1. These calculators are designed to give you ballpark figures only - in other words, they won't be exact to the absolute dollars and cents.
  2. You don't need to use dollar signs or commas when inserting dollar amounts. Example: 10500 not $10,500.
  3. Semi-retired or retired
    Retirement means different things to different people. For many, it's the time when they are no longer working at all.

    Nowadays, with people living longer, healthier lives, many choose to spend a number of years reducing their hours at work. The transition into retirement can span 10 years or more.

    Sorted 60plus refers to this transition phase as semi-retired.
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