Retirement Planning

Planning for a good retirement

Having a comfortable retirement starts with having a good plan. These articles are meant to get you started on what you need to be thinking about and doing to sort out your retirement.

However, please note that this is not personalised financial advice. If you want advice based on your own circumstances and goals, please start by submitting our KiwiSaver HealthCheck.

What Happens to My KiwiSaver Account on My 65th Birthday?

We talk a lot about planning out your retirement and KiwiSaver account. But what happens to your KiwiSaver funds once

When is the Best Time to Retire?

Could an early retirement is an option for you? Weighing up the options early is important for meeting your retirement

What can retirees do to get returns when interest rates go negative?

Negative interest rates would affect retirees' bank deposit investments. With interest rates falling, it is worth it to re-evaluate your

How Kiwi women are missing out on $60,000 in retirement savings

The gender wage gap is flowing into KiwiSaver balances, affecting women's retirement savings. This problem highlights the importance of financial

Be Like Jane – Sort Out Your KiwiSaver Account with National Capital

How can National Capital help you get closer to your retirement goals? Here's an example of how Jane sorted out

KiwiSaver: How do I spend it in retirement?

There’s no right or wrong way to spend your own money but many retirees aim not to spend too much

What Happens to your KiwiSaver Balance on Your 65th Birthday?

We talk a lot about planning out your retirement and KiwiSaver balance. But what happens to your KiwiSaver funds once

Procrastination: The Thief of Time

Procrastination and retirement planning sometimes go hand in hand. See what our friends at Nick Hoogeveen & Associates have to

Thinking About Retirement?

Even if it's ten to twenty years away, retirement is around the corner. What should you be thinking about?

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A copy of our advisers’ disclosure statement is available on request and free of charge. The views and opinions expressed in this newsletter are not intended to be a personalised service for an individual retail client. The views and opinions are general in nature and may not be relevant to an individual’s circumstances. Before making any investment, insurance or other financial decisions, you should consult a professional financial adviser.

Retirement Planning

Planning for a good retirement

What Happens to My KiwiSaver Account on My 65th Birthday?