60plus

60plus

Too late to join?

Kiwi Story

Leon is 62 and earns $37,000. He's been a member of his employer's super scheme for the last 10 years ...

Life expectancy

Your life expectancy is the age that you are expected to live to, based on your age now. As you get older, your chances of living to an older age improve.

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Which investment portfolio is right for you?

Currently, Sorted 60plus uses, as a default, an expected rate of return that is generated from a 'conservative' portfolio of assets (30% shares and property).

Glossary: rate of return
What you earn on your investment as a percentage of the amount you invested. For example, if you by a house for $300,000, and it makes you $15,000 from rent each year (after all the running costs have been paid), the rate of return on your asset (the house) is 5% ($15,000 is 5% of $300,000).
Glossary: shares
Shares and equities refer to the same thing - a share in the ownership of a company and entitlement to any distributions (eg dividends).
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Things we haven't taken into account

The results you will get from using our calculators do not take into account:

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When equity release can go wrong

Kiwi Story

James and Mary took out a line of credit when James retired, 12 years ago. The amount borrowed was the ...

When a village is not the right choice

Kiwi Story

Mere had been fiercely independent all her life and, at the encouragement of her children, reluctantly ...

Trusts - Elizabeth and George

Kiwi Story

Elizabeth and George transferred most of their assets into a family trust some years ago. George was ...

The cost of village living

Kiwi Story

Peggy and Ted analysed the service charges in their village over the last few months of being in residence. ...

Spending financial assets

Kiwi Story

Richard and Lynne have just retired. Richard is 67 and Lynne is 65. They own their home (value about ...

Selling to whanau - Pari and Tatiana

Kiwi Story

Pari and Tatiana had little opportunity to save for retirement. They'd had a large family and supported ...
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