SUPPORTING INFORMATION

22nd May 2023

Thanks for attending our session in Tauranga, it was great to be able to share with you.

We referred to the following links during the session:

NZ Super payment rates

https://www.workandincome.govt.nz/eligibility/seniors/superannuation/payment-rates.html

Retirement Expenditure Guidelines

https://www.massey.ac.nz/documents/476/nz_retirement_expenditure_gudelines.pdf

Morningstar KiwiSaver Survey Research Report

https://www.morningstar.com.au/insights/funds/234920/kiwisaver-survey-march-quarter-2023

Mindful Money – Ethical Investment Research

https://mindfulmoney.nz/kiwisaver/checker/

FinaMetrica Risk Tolerance Test

https://www.decisionmakers.co.nz/risk-tolerance-assessment/

My Longevity – SHAPE analyser

www.MyLongevity.com.au

Financial Markets Authority Research

https://www.fma.govt.nz/assets/Reports/170306-adviser-point-of-retirement-research-report.pdf

https://www.fma.govt.nz/assets/Reports/FMA-Consumer-Experience-with-the-Financial-Sector-Survey-2022.pdf

DecisionMakers Insights page

https://www.decisionmakers.co.nz/blog/

If you need any help or advice, or even if you have a question, please contact one of our team:

Serving Waikato & BOP: Tanya Gilchrist    tanya@decisionmakers.co.nz 027 414 9731

Rest of NZ:                          Bruce Anderson  bruce@decisionmakers.co.nz 021 221 6833

                                               Colin Austin          colin@decisionmakers.co.nz 021 887 245