NZ Herald 5 August 2017
Q&As: Easy rule of thumb on how much you’ll need in retirement; KiwiSaver solution for Downs syndrome son; Reader unsuccessful at opting out of KiwiSaver; Different types of fees-only financial advisers.
NZ Herald 17 June 2017
Q&As: Should retirees stop their health insurance?; 2 reasons why students should participate in KiwiSaver; My maths was OK!; Reader suggests doing a trial run on retirement budgeting; Retired couple doing fine on $600,000; More research needed on changing NZ Super age.
NZ Herald 10 June 2017
Q&As: Don’t miss KiwiSaver tax credits — and why kids do miss out; How to calculate tax credits for new KiwiSavers and those turning 18 or 65; Savings goal from adviser looks too high; Please email to say how well you’re doing in KiwiSaver.
NZ Herald 3 June 2017
Q&As: Is mortgage interest as ‘dead’ as rent?; $1 million needed in retirement, says reader…; …But here’s how you can do well with half that.
NZ Herald 6 May 2017
Q&As: Index fund comparison inaccurate — and look how shares have grown!; Broke couple could share their house…; …or live on a boat; Beneficiaries entitled too; Paying for your rest home? Lucky you; Services for Seniors booklet tells all.
RNZ Radio 13 April 2017
Why investing offshore is wise rather than risky: Applies to KiwiSaver and other investments; Much better diversification; Foreign exchange adds risk; Or does it?
NZ Herald 18 March 2017
Q&As: Trusts may no longer enable well off elderly to get subsidy; Possible trap for parents giving money to adult children; What KiwiSaver rules would change when under National plan; Partial KiwiSaver tax credit in year you turn 65 — or 18; Good reasons for using a credit card.
RNZ Radio 16 February 2017
KiwiSaver — heading into retirement and after you retire: What happens at retirement; 60–64 and not in KiwiSaver? Join!; What type of KiwiSaver fund?; Is a listener’s plan good?
NZ Herald 5 November 2016
Q&As: In retirement planning, first work out how long you’re likely to live; Did angry reader actually read my last column?; Another columnist and I battle it out over active v passive funds; Sometimes leasehold property works out well.
RNZ Radio 27 October 2016
Eating your house: Ways to make use of the value of your house in retirement — Comfort for struggling younger savers?; Sell and buy smaller, but…; Various ways to share your home with others; Getting a break on rates; Reverse mortgages a.k.a. home equity release — a good idea?; FOLLOW-UP from last week to listener’s question on how to buy shares.