Retirement income

Retirement income

Ten steps to getting Sorted for retirement

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

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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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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 ...

Lump Sum or Pension - Charles and Audrey

Kiwi Story

Charles and Audrey discussed what they should do with the $100,000 available from her superannuation ...

Downsizing - Henry & Sylvia

Kiwi Story

Henry and Sylvia married relatively late in life. Before that, they'd both lived in rental accommodation. ...

Regular income

There are several ways you can receive a regular income in retirement, and there are advantages and disadvantages that you’ll need to understand before making any decisions.

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Equity release

Equity release is about allowing you to release some of the value of a major asset to help you pay for your retirement or for a major expense.

Glossary: Equity
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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Your nest egg

Semi-retirement / retirement is a time to think carefully about where your money is invested.

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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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