Retirement

NZ Herald 19 July 2025

Q&As:
– Low-risk way to invest in rentals
– Another good way to invest in property, but …
– Easy way to give to charities
– KiwiSaver versus term deposits in retirement
– Big KiwiSaver fee savings, and getting risk right
– Best way to compare KiwiSaver fees

Read More

NZ Herald 7 June 2025

Q&As:
– You’ve done well, but don’t lose compassion
– Spending seems to rise in retirement?
– Living on NZ Super — with plan for health costs
Plus:
– Not Planning on Home Ownership

Read More

NZ Herald 31 May 2025

Q&As:
– Another good reason to get children into KiwiSaver
– KiwiSaver works well in retirement
– Keep life insurance for ex?
– Gold has seen big losses as well as gains
– One way to plan savings in retirement

Read More

NZ Herald 17 May 2025

Q&As:
– Gold not the answer for this reader
– “Should I or shouldn’t I reduce risk?”
– Couple’s tax idea not fair
– A reverse mortgage in a retirement village?
– Can move KiwiSaver overseas with you

Read More

NZ Herald 3 May 2025

Q&As:
– Don’t get too confident about your investment skills
– A way to compare paying down mortgage vs shares
– Home loans get easier over time
– Putting “princely sums” in context
– KiwiSaver returns over a decade
– How banks lend to retired people
– Move to new provider, at same risk, any time

Read More

NZ Herald 12 April 2025

Q&As:
– He quit KiwiSaver before the downturn, but what now?
– Conservative fund versus term deposits
– Finance company interest rates after Depositor Compensation starts
– Wisdom from her Scottish forebears
– An alternative to reverse mortgages….
– … and the 2 options compared
– WIN A BOOK!

Read More

NZ Herald 5 April 2025

Q&As:
– Slow down huge mortgage payments and live a little …
– … Similar for couple in 60s — spend that KiwiSaver
– Misunderstanding about reverse mortgages
– Is Warren Buffett’s company still best investment?
– 3 Q&As on Deposit Compensation Scheme — on timing, joint accounts, KiwiSaver

Read More