About the series
The series comprises three sessions. You can choose to attend one or more.
Why wouldn’t you? Don’t miss out on UniSaver!
Designed for staff who are not members of UniSaver.
UniSaver gives you free money – lots of it. That’s why you should belong. We look at what you can invest in as a member and then help you choose which type of fund is best for you. We also compare UniSaver with KiwiSaver in case you’re thinking you would rather be in the latter. Finally, you’ll learn why it’s wise to get into UniSaver now rather than delaying.
Getting the best out of UniSaver
Designed for UniSaver members.
This seminar is for people already enrolled in UniSaver. We look at why the scheme is so good and what types of investments you can be in and help you decide which fund is best for you. You can easily move if you’re currently in the wrong one. We then consider how you can make the most of features of the scheme and compare UniSaver with KiwiSaver. Hint: UniSaver wins! We also look at how to boost your saving and consider whether you should instead put extra savings into reducing your debts, including your mortgage. Finally we look at how UniSaver works after you retire.
When I’m 65: Heading towards retirement
A special session on pre-retirement planning for all staff and partners, including retained members.
We start by looking at how long you’re likely to live, how to set a retirement savings goal and ways you can more easily attain your goal. Then we consider whether you should tackle reducing debt – including your mortgage – before saving. Next, it’s what sort of investments are suitable for you to reach your goal. Finally, we consider briefly whether money is the most important aspect of retirement preparation.