Free Step by Step Retirement Planning Guide
This comprehensive 140 page retirement planning guide provides simple step by step instructions to creating your own retirement financial plan. It includes instructions, independent advice and discussion topics to help you prepare for and survive retirement.
- It covers such areas as:
- How much do I need in retirement?
- How much will I get from Government Superannuation?
- How, and from where, can I get more money?
- Where can I safely invest my money for Retirement?
- When will I need to start spending my Capital?
- How much should I put into KiwiSaver?
- Should I repay debt, buy a 2nd property, a business, or invest in the share market?
- How much do I need to keep aside for a rainy day?
- All from a very New Zealand perspective using real numbers and experiences from a New Zealand case study.
This independent guide is free to download as a PDF file.
Click here to get your free Retirement Financial Planning Guide
If you want a professionally printed and bound copy, then visit our online Store here
Free Budget Template
A free retirement planning spreadsheet to help you plan for your retirement. This spreadsheet lets you enter the findings from our simple retirement planning process to enable you to prepare a year-by-year financial plan for retirement.
- Available as an Excel spreadsheet, the retirement plan has:
- Multiple worksheets to simplify the entering of your data
- Coloured sections aligned with the RoadMap and free Retirement Planning Guide to make it easy to follow along
- Graphs and summary results to help you see your retirement and any financial problems (if you don't like looking at numbers)
- Helpful hints and suggestions to help you update your retirement plan and fix any financial gaps
- Simple formulas are explained to help you
- Full access to the spreadsheet so you can modify it to suit your requirements
- Support through the step by step Financial Planning For Retirement Guide that complements the spreadsheet and helps you use the spreadsheet (if you are not a regular Excel user)
- Updated with the latest Massey University Retirement Expenditure Guidelines, Government benefit rates (NZ Super), and NZ Tax rates
- Easy to use for trying out "what if" scenarios to see the impacts they may have on your retirement. What if I retire later? What if I retire earlier? What if I'm not eligible for NZ Super? What if I repay my debt earlier? What if I take more risk with my investing? putting you in control of your retirement.