Massey University's annual Retirement Expenditure Guidelines study (2019) found:
Ministry of Social Development (2020):
Living in a motel or boarding house with strangers (who may have other vulnerable backgrounds) is not an ideal or safe location to spend your retirement years. But for many, it is the only option they can afford.
If you have not planned for your retirement, then this course is you!
This course has been developed for people in their 50’s or 60’s that are looking at retirement and have no idea if they can financially survive it: what to do, what $’s they need, how or where they can generate additional income, or even where to go to get help.
It is targeted towards those that still have some time (for some - not much) to make adjustments, learn some basic financial skills, make some big decisions, and positively influence the quality of their pending retirement.
You will be introduced to a simple step by step guide to developing a financial plan for retirement.
You will work though a case study in class, and can then go away and repeat the process with your own data/details. You will be provided with comprehensive course notes to enable you to update the case study information with your own information.
At each step, key considerations and financial concepts will be defined, explained and discussed to help you understand the financial requirements of retirement.
Are you ready for the retirement lifestyle you hoped or dreamed of? If not, then this course is for you.
Disclaimer: The tutors are not financial advisors. No investments, products nor specific recommendations will be provided. A step by step planning process will be taught by working through a case study. Key considerations that should be used by the participants when looking at their own options to bridge the financial gap between what is available through superannuation and what is required to meet lifestyle goals will be provided and discussed. Product names may be used in examples and explanations to help participants understand the financial concepts and the planning process.
Note: Courses need a minimum number to go ahead so if we don't have enough enrolments a few days before the start date, we have to cancel. We'll let you know by email so please check yours regularly. If you need to cancel your registration, here are our terms and conditions: "What You Need to Know".