Checklists

Checklist for truth

Kiwi Story

Tama was about to invest $100,000 in a savings product recommended by his adviser, when he chanced upon ...

Tips

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

Retirement village checklists

As there are so many things to consider when looking at retirement villages, these checklists are designed to make it easier for you.

Equity release checklists

These handy checklists contain information to help you if you're considering an equity release product. You might even like to print them out and take them with you when you talk to providers.

Glossary: equity
The amount you would get if you sold an asset and paid back any money you owed on it. For example, if you have a house worth $350,000, and a $300,000 mortgage, your equity in your house is $50,000.

Questions to ask before joining your company super scheme

Like any investment or saving decision you make, you need to find out as much as you can about your company super scheme before deciding whether it's the best option for you.

Glossary: investment
A way to use your money to make it grow.

Questions for your adviser

Advisers are required to tell you what fees they receive but these don’t cover all the fees associated with a product (such as monitoring, administration and trustee fees).

Advice checklist

You can get investment advice from financial planners, insurance companies, sharebrokers, banks, asset managers and independent advisers.

Glossary: investment
A way to use your money to make it grow.

Mortgage Checklists

Use these checklists to make sure you're getting the information you need.

Questions to ask a lender