For those of us still in paid employment or are self-employed, our largest asset is often our future income. Our financial security, and that of our families, is dependent on one single factor, our income. Take that away and our ability to pay for all the things we...
Our one hour seminar covers a range of topics to enable you to: Improve your overall current financial position Identify specific areas you need to review Increase your knowledge of finance matters We have designed a checklist based on three broad life stages: 20’s...
Withdrawing Retirement Savings Dave and Sue are both 65 and considering retiring. They are not sure whether the $500,000 they have between super funds and bank term deposits will be enough. They have been reading a recent guide to help New Zealanders understand how to...
The key ingredients that make it more likely you can relax and enjoy your life after work have been revealed in an FMA survey of older New Zealanders. The FMA commissioned Colmar Brunton to survey New Zealanders aged between 60 and 74 years, to find out their...
Bob and Linda – Look at buying a holiday home. Bob and Linda enjoy a family camping holiday every year. Recently Bob’s mother died leaving them $300,000. A number of their friends have holiday homes and they feel that this gives them an opportunity to get their...
Dave and Mary’s Story – Worry or Peace of Mind Dave’s back injury of 30 years prevented him from being able to do physical work so they sold the family farm. With $1.5 million in the bank after paying debts they purchased a lifestyle block for $1 million so Dave...
