According to the latest research, 74% of Gen Zers and 61% of millennials haven’t calculated how much they need in retirement.
Superannuation
The Four Phases of Retirement
The retirement journey encompasses four distinct financial phases. These stages serve as a structured framework, enabling individuals to gain a comprehensive understanding and plan for this significant life transition.
Unlocking Your Golden Years
You’ve graced Aotearoa with five glorious decades (or more), and now, you're pondering how to make the most of your finances as you inch closer to the golden years.
The Psychology of Money
Money. It's a topic that consistently ranks high on the list of things keeping us awake at night and, simultaneously, excites us with the potential for a better life.
Where to Splurge and Save In Retirement
Retirement marks the chapter where you savour the sweet rewards of your hard work. The key is mastering the art of selective spending and well-deserved extravagance.
Overcoming Retirement Money Fears
Warwick Walker, from FoxPlan, talks to us about cutting through the complexity of financial life to achieve your outcomes.
The Benefits of a Financial Adviser
The Essential Role and Advantages of Financial Advisers in Achieving Financial Success
How to Manage the Count-Down to Retirement
We’ve put together the following tips to help you navigate your way through the countdown to retirement, which, for many, is a challenging period.
Why Some Retirees Save, and Others Spend
If you’re stepping back from your working years, or are about to, you’ll no doubt be familiar with conversations among friends about spending and saving after retirement.
Too Thrifty for Too Long – how to say ‘yes’ to spoiling yourself in retirement
Saving more than you actually need to? Are you being unnecessarily thrifty, and hard on yourself, while you do so? So what is driving folks to do this?