How Much Do I Need to Retire in New Zealand (NZ) by NZ Wealth Planning. Know how much you need to fund the retirement income gap between NZ Superannuation and your retirement lifestyle? Video by Simon Clarke, Retirement Planning and Investment Specialist.
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Based on study.
Know retirement lifestyle costs - couple or single - "choices" or "no frills", city or country?
Are you retiring in Auckland, Wellington, Dunedin, Tauranga, Christchurch, Kapiti Coast, Greytown, Winton, Queenstown, Havelock North, Bay of Islands, Coromandel or Nelson?
Estimate of lump sum required to plug the retirement income gap for retirement.
Key Assumptions:
- Retire at age 65, inflation, eligibility to NZ Superannuation?
- Accuracy of retirement lifestyle budgets
Factors not considered:
- wealth planning strategies
- property investment income
- inflation variation
- life expectancy
- ineligibility and future possible changes to NZ Superannuation
- recent law change and increase in NZ Superannuation age.
- factors that could alter how much you need to save for retirement which could greatly under or overestimate your retirement provision and affect retirement lifestyle and what you're able to afford.
Post-retirement Factors Not Considered:
- Lump sums invested, risk, investment returns and sequence of returns
- Way funds are withdrawn to plug retirement income gap.
- Leaving an inheritance from the funds.
- Unforeseen costs over retirement budget (e.g. roof replacement, health care costs).
- Age care costs (e.g. retirement home)
Book free introductory call now: calendly.com/n...
Website: nzwealthplanni...
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