Planning tools



In order to achieve lifelong financial security, you need to plan for the future. How else will you know if you will have enough retirement savings or be able to afford that holiday? In other words, how do you achieve the level of wealth needed to maintain your lifestyle both now and in retirement? Here are some links to tools and calculators that you may find useful.

Westpac employees can meet with a Westpac Investment Adviser for a confidential and obligation-free consultation. Phone Westpac investment advisers on 0800 942 822. Alternatively, contact Westpac investment advisers online here.
 

An Investment Adviser can:

  • Help you put your financial information together
  • Define your goals by discussing your particular needs, objectives and financial situation
  • Provide you with a personalised investment portfolio
  • Help you put your investment plan into action.


Here are some links that you may find useful.

 

Mercer tools

How long will I live?

Use this tool to understand how long you may need to fund your retirement.

Launch
 

Sorted tools

 

More great tools are available from www.sorted.org.nz

 

This website is provided by Mercer (N.Z.) Limited on behalf of the Trustee of the Westpac New Zealand Staff Superannuation Scheme. The Trustee pays a fee for the provision of this service. However, this fee is not conditional on you using this service or acting on the information or advice provided through this service.The information on this website may be updated from time to time. Please refer to the most recent Product Disclosure Statement, Statement of Investment Policy and Objectives and the relevant fund update.