Retirement often brings new flexibility and new questions.
This section provides general information to help you understand common considerations on your road to retirement. There are a series of guides and checklists you can use at any time.
Click on the images below to open a topic, and the buttons to access the Guides.
The information in Knowhow is for educational purposes only, and does not constitute personalised financial advice.
NZ Super provides a regular payment from the New Zealand Government to eligible people aged 65 and over. Understanding how it works can help you prepare for retirement income.
This guide explains how NZ Super works, including eligibility, how payments are structured, and what to consider as you begin thinking about retirement income.
This guide outlines what to review in the year before turning 65, including preparing to apply for NZ Super and understanding how it may interact with other income.
This guide explains what happens when NZ Super begins, including payment timing, taxation and how it may fit alongside other retirement income.
Having a Christian KiwiSaver Scheme investment provides you with more choices in retirement.
When we stop working, all of our financial resources come into play, to help us sustain our lifestyles today and into the future.
When transitioning out of work, the question becomes, how will I pay my bills and still enjoy my life. This guide looks at the questions people consider when thinking about retirement.
As retirement gets closer, people move from general questions to more practical concerns about how it will work in real life. This guide can provide some points for reflection at this stage.
Retirement is underway. Many people find their confidence grows as they settle into routines and understand what works for them. This guide may help as you navigate the first few months of retirement.
Retirement is often a trigger for people to review some important legal documents like wills, powers of attorney and bank authorities.
Some of the documents people think about when reaching retirement are:
With retirement close, people move from awareness to checking they have important documents in order. This guide discusses areas people may begin to consider.
In retirement, people like to know that if something should happen, people can step in and help them manage their money. This guide looks at the areas people want peace of mind around.
Spending more time with family, getting involved in your church or community or just protecting finances to leave a legacy to others, are all goals people have when they consider their retirement.
In retirement, people like to know that if something should happen, people can step in and help them manage their money. This guide looks at the areas people want peace of mind around.
As retirement gets closer, many people begin thinking about how they would like to spend their time and what matters most in the years ahead. This guide discusses areas some people consider when planning their legacy.
For many people, retirement brings greater flexibility and new opportunities to enjoy life, stay connected and continue contributing in meaningful ways. This guide is about living well in retirement.
