Retirement plan

Retirement plan

Ten steps to getting Sorted for retirement

Follow these ten steps to get sorted for a more comfortable retirement...

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Your business as a retirement fund

Kiwi Story

George had owned his small general store for the last thirty years. The business had its ups and downs ...

You can't eat your house

Kiwi Story

Marg and Paul are in their mid 50s. They've lived in the same family home for 20 years, doing it up ...

Saving for retirement when you're self-employed

Kiwi Story

Phil owns a panel-beating shop and employs two staff. As a self-employed person, he knows that he has ...

Retirement

Even if your retirement is a long way off, the financial decisions you make today can have a major affect on your lifestyle in the future.

So start planning now!

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Tips

  1. Make a plan and review it regularly, at least every two years or whenever your financial circumstances change.
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Info for women

Women live longer than men. Currently, a 65 year old women can expect to live about three to four years longer than a 65 year old man. This longer life expectancy means women:

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Your home

Your home is probably the biggest investment you'll make during your lifetime. When you plan for your retirement, you need to think about your retirement home as a non-financial asset.

Glossary: investment
A way to use your money to make it grow.
Glossary: asset
An asset is a useful or valuable person or thing. In financial terms it's an item that can be converted into cash such as bank deposits, shares or property.
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How much will you need?

The amount of money you'll need in retirement is determined by four things:

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