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The Sandwich Generation

July 13, 2015 Filed under Personal financial management, Retirement

The changing nature of families is putting real pressure on middle aged adults who are having to support more than one generation. These are the members of the so-called sandwich generation. Increased longevity means that retirees are more likely to run out of money before the end of their life and turn to their offspring for help.  Read more from Liz Koh at Moneymax

The Three Bucket Approach to Retirement

July 4, 2015 Filed under Retirement

frm LIz Koh at Moneymax comes some sound advice on how best to get income from investments in retirement. She says this is a problem that has many possible solutions.

Read more…

How to Plan your Investment Portfolio

April 15, 2013 Filed under Personal financial management

Whether you have a small KiwiSaver balance or a huge fortune, it is important to plan your investment portfolio so as to get the right balance between risk and return.

Low risk generally means low returns and, conversely, high returns usually imply high risk. Read more

KiwiSaver Checkup

April 12, 2013 Filed under Personal financial management

Around two million Kiwis now have just over $14billion invested in KiwiSaver.

No doubt much of that amount is money that would otherwise have been spent. Read more

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