Retirement Planning

There are a number of calculators available

A First Home Deposit calculator – for an indication of your KiwiSaver withdrawal value for a first home deposit

A Future Value Calculator – for an indication of your KiwiSaver value at age 65, there is one calculation for wage and salary earners and another for the self employed.

Also available to our VIP clients who have their KiwiSaver accounts with us, is an Annuity Calculator that calculates your income past the age of 65, which includes the NZ Super plus your KiwiSaver future value at age 65, plus funds from other sources. Then you decide how you want the money to last for until you will have to live on the NZ Super alone

  • Work out what your projected KiwiSaver future value balance could be at age 65 using your current contribution rate.

Then compare different contribution rates

Question: are you happy with your result?

If not, use the contact form and we will give you a call to discuss and to see if we can be of help. Our advice is free

  • Work out what your projected First Home deposit future value balance could be in years using your current contribution rate

Then compare different contribution rates

Question: are you happy with your result?

If not, use the contact form and we will give you a call to discuss and to see if we can be of help. Our advice is free

If you want to discuss additional investments using managed funds, just click on the contact us tab and we will get in touch to explain the investment process. This service is free