Retirement Planning HINTS FOR A BETTER RETIREMENT
Useful Retirement planning tips, ideas and suggestions to help you enjoy a long and prosperous retirement.
We are not affiliated with any financial products or funds. We provide free independent financial planning and retirement planning advice. You can Download our free retirement planning guide and learn how to quickly see if you will have enough money for the retirement you deserve.
Need Help WITH YOUR RETIREMENT PLANNING SPREADSHEET?
Found a problem in our Free Retirement Planning Spreadsheet?
Please contact us and let us know about it. We will look to fix the problem and let you know when it is fixed. The fixed version will be made available on our website for others to use.
Have a function or feature you think should be part of our Free Retirement Planning Spreadsheet?
Please contact us and let us know about it. We will look to include the feature in a future update and let you know when it is fixed. The enhanced version will be made available on our website for others to also use.
Having problems understanding how to use the retirement planning spreadsheet?
Download our free retirement planning guide that walks you through a step by step process to enter your roadmap data, and shows you how to fix any retirement financial gaps you may identify along the way. If after working through the guide you still have problems then please contact us. We are sure if you are having problems then others may be also. Anything we can do to try and make things simpler or explain things better, will help others.
Wondering if you have the latest version of the spreadsheet?
Recently we have made the version number visible on the 'Start Here' Excel Worksheet. We have also included an additional worksheet in the file that lists the changes and fixes made. This is a hidden worksheet but can be unhidden if you want to look at it (basic Excel feature). It also contains a list of ideas and features being worked on for future releases (such as capital gains tax and other taxes that may be introduced in the future, means or income testing of NZ Super etc.) This should help you see the impact any Government ideas may have on your retirement. Some of these features require political parties to be a bit clearer on what they are planning before they can be enabled.
Want to see how to use any new functionality?
As we add new functionality to the spreadsheet we will eventually update the planning guide with instructions when and how to use the new functionality. In the interim you can click here to see the release details and instructions.
Download our free retirement planning spreadsheet and guide today, and take back control of your retirement.
Download our free retirement planning spreadsheet and guide today, and take back control of your retirement.