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Showing 51 - 60 of 64 results for "Retirement Strategy"

KiwiSaver eggs more savings, but not enough

MICHAEL HOBBS  |  TUESDAY, 11 MAY 2010
... while New Zealanders appear to be embracing the retirement structure, most could be far more active in their retirement strategy. Indeed, the survey found most respondents remain passive about their KiwiSaver investment strategy with 93 per cent remaining ...

ASSET Super launches TTR calculator

COMPANY RELEASE  |  WEDNESDAY, 11 MAR 2009
... interactive web-based calculator has been released by Asset Super to help people considering a transition to retirement strategy in the lead up to full retirement. Asset Super is working with Rice Warner Actuaries to design a new Transition to Retirement ...

Financial Wisdom recognises its best

MICHAEL HOBBS  |  TUESDAY, 23 SEP 2008
... for a self managed super fund business model. He also developed a modelling software tool for transition to retirement strategy scenarios that is utilised across the industry.

BT raises savings for term deposits

MICHAEL HOBBS  |  TUESDAY, 17 JUN 2008
... seeking a low risk, income generating features of cash. "For those in retirement or eligible for a transition to retirement strategy, securing 8.4 per cent tax free income for 12 months is a pretty compelling proposition in the current environment," ...

CFP and Fin Wisdom upload Provisio

... Statement of Advice. Provisio allows for the recommended scenario to be easily inserted into the SOA Transition to Retirement strategy section," said Ward. "All it takes is around 45 seconds to obtain detailed pension possibilities to adding the recommended ...

Baby boomers rethink retirement strategy

MICHAEL HOBBS  |  MONDAY, 14 APR 2008
... and property had fallen 17 per cent to 39 per cent since 2006. Around 40 per cent of those who changed their retirement strategy said a financial planner made the process easier. As for those who haven't changed their strategy but intend to, more than ...

Striking a balance on SMSF direct property

MICHAEL HOBBS  |  FRIDAY, 14 MAR 2008
... proportion of direct property in a SMSF must be continually revised to ensure it does not affect the post-retirement strategy, said Kate Anderson, Mariner Financial superannuation strategist. "If you have direct property in your SMSF, you've got to make ...

One in three retirees don't review plan

MICHAEL HOBBS  |  TUESDAY, 29 JAN 2008
Almost one third of Australians in retirement have not re-assessed their retirement strategy, according to an AXA survey. The AXA survey conducted by Roy Morgan Research included 309 phone interviews to working Australians aged 25 and over and 319 phone ...

Home equity needs to be part of retirement strategy

HAMISH MADDEN  |  TUESDAY, 26 SEP 2006
Recently re-branded financial services provider Over Fifty Group has published a paper pushing for a paradigm shift around home equity release, claiming bricks and mortar savings could plug the retirement savings gap. Over Fifty Group compiled the Commentary ...

Age and marriage trigger retirement planning: AXA

... The survey found that marriage and hitting 40 are the two key life events that would spur them to set up a retirement strategy. Men aged 40 to 55 years were the most proactive and more likely to set up or already have a self-managed superannuation fund ...