From a fledgling scheme in 2007, the brainchild of Sir Michael Cullen has grown to accommodate 2.8 million members. When launched on July 2, 2007, no one expected the scheme to be as popular as it has been. KiwiSaver was dreamed up by Sir Michael while on his summer...
While KiwiSaver has been with us now for ten years it remains that many New Zealanders are not making the most of the scheme. These four basic steps are a good start to grow your retirement savings. 1. Join – it goes without saying, for most New Zealanders the...
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 – Part 2 – To buy or not to buy! Bob and Linda are both 55 and have recently received a $300,000 inheritance. They are considering buying a holiday home in Central Otago and as prices are increasing they feel if they don’t buy now they may...
