A financial survival kit for retirement

There can’t be many people who approach their 50th birthday filled with delight at the prospect.

But some take it worse than others and David Boyle, resident Peter Pan at the Commission for Financial Capability (the organisation behind Sorted), was dreading it.

Until his son produced a present he’ll never forget: a 50-plus survival kit. As a massive music-lover he was hoping for great things: concert tickets, albums and who knows what else.

Well, it certainly had the “what else”. Inside was a bag of marbles, for when he loses his; a magnifying sheet to help his fading eyesight; prune juice to keep things moving; and adult nappies for, well you can work that bit out.

retirement survival kit

Once his son had stopped laughing, and David had stopped sulking, it got him thinking about the things that should go into a more welcome retirement survival kit, so we’re all better prepared.

So we've come up with two kits: one aimed at people over the age of 40 and the other for those who are over 65.

They're each packed with information including tips, links to tools and useful websites, and a checklist that you can print out and use to track your progress.

And, unlike David's birthday present, this time music found its way in: every item on the checklist is associated with a song title that we hope will bring a smile to your face and might even get you singing along. If you're racking your brain to remember which artists wrote which songs then click here for the full playlists.

You get points for the checklist, so why not challenge your family, friends and colleagues to see who gets the highest score? Then follow the links in the kits for ways you can change your current situation.

6 steps to live Sorted

Start your safety net

Get your KiwiSaver right

Start tackling your debt

Cover your people, money, stuff

Run your retirement numbers

Set your targets, then hit them!

Guides

How to suss out if that website is fake

Staying close keeps us safe from scams, too.

Having a go at investing in shares

The future may be out of focus. Your wellbeing isn’t.

Mā ngā rangatahi tātou e arahi ki te ao ahumoni o anamata – Our young people will lead us to our financial future

WTFinance?! He aha koia te tikanga o ēnei whakaaro ahumoni?!

No will? No way.

What you were wondering: answers to your top 10 money questions

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A financial survival kit for retirement

Over 40?

survival kit essentials

checklisT FOR OVER 40S

Over 65?

survival kit essentials

checklist FOR OVER 65S

6 steps to live Sorted

Start your safety net

Get your KiwiSaver right

Start tackling your debt

Cover your people, money, stuff

Run your retirement numbers

Set your targets, then hit them!

Guides

How to suss out if that website is fake

Staying close keeps us safe from scams, too.

Having a go at investing in shares

The future may be out of focus. Your wellbeing isn’t.

Mā ngā rangatahi tātou e arahi ki te ao ahumoni o anamata – Our young people will lead us to our financial future

WTFinance?! He aha koia te tikanga o ēnei whakaaro ahumoni?!

No will? No way.

What you were wondering: answers to your top 10 money questions

About

Learning

Resources

Even more...

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A financial survival kit for retirement

Over 40?

survival kit essentials

checklisT FOR OVER 40S

Over 65?

survival kit essentials

checklist FOR OVER 65S