HELPFUL HINTS FOR A BETTER RETIREMENT
Useful hints, ideas and suggestions to help you get your Retirement off the ground.
New Planning Guide and Spreadsheet released
August 2025
- This year we decided to update (rewrite) our Retirement Financial Planning Guide and Spreadsheet to make it quicker and easier to use.
- Thankyou everyone for your wonderful feedback. We hope we have been able to include all your ideas while making the guide easier to use, keeping the initial calculations paper based (we know you don't like technology), while still providing a comprehensive spreadsheet so you can see your retirement on a year-by-year basis.
- In fact it now looks and reads so well we decided to get it professionally printed and bound. We will soon be making copies available to purchase (only at cost! .. we are not trying to make any money) for those that would like to avoid printing at home. You can still download it for free, or attend one of our courses and get your free copy.
- We have also removed the bulk of the 'training' sections out of the guide and put them into their own downloadable lesson files. This way the guide only includes what is needed to create your plan. If you need additional help it is still available to be downloaded.
- Download your new free guide from our download page here.
- If you see any problems or errors with the new version, feel free to contact us via email at Retirement@bizxtra.co.nz
- We do not sell any financial products nor accept any commissions, and we are not affiliated with any fund managers. We are educators trying to assist people like yourself to have a long and enjoyable retirement. We provide free independent common sense advise to other Kiwis to help them prepare for their retirement.