Aussie Kiwi Emergency Fund Planning Kit for Retirees

Details

The Aussie Kiwi Emergency Fund Planning Kit for Retirees is specifically crafted for retirees on a fixed budget in Australia and New Zealand. This guide addresses the challenges of managing finances in retirement, particularly with fluctuating expenses and the need for financial security.

In this kit, you'll find a straightforward 12-month budgeting template designed to help you estimate your living expenses and determine an appropriate emergency fund of 3-6 months of costs. The guide encourages you to take actionable steps towards financial stability, making it easy to visualize your savings journey.

With a week-by-week savings challenge, you'll engage in a practical method to boost your savings, culminating in a targeted goal. The risk calculator provides insights into potential financial risks relating to healthcare, housing, and income, ensuring that you are well-prepared for any unforeseen circumstances. This comprehensive guide offers not just numbers, but real strategies to empower your financial decisions in retirement.

What's inside

• AUD budget template for retirees with auto-calculated emergency fund
• Weekly savings challenge to enhance engagement and commitment
• Risk calculator tailored for retirees focusing on health and housing
• Comparison of Australian and NZ savings accounts with local interest rates
• 15-page PDF guide with practical examples and local tips
• 8-page PDF (A4 + US Letter)
• XLSX + CSV template

Good to know

• Designed for retirees on fixed budgets.
• Printable in A4 and US Letter formats.
• Not professional financial advice; consult a financial advisor for tailored guidance.
• Check local regulations and guidelines for savings accounts.

Format & delivery

• One ZIP file containing:
• Aussie-Kiwi-Emergency-Fund-Ignition-Kit/Aussie-Kiwi-Emergency-Fund-Ignition-Kit-A4.pdf
• Aussie-Kiwi-Emergency-Fund-Ignition-Kit/Aussie-Kiwi-Emergency-Fund-Ignition-Kit-Letter.pdf
• Aussie-Kiwi-Emergency-Fund-Ignition-Kit/Aussie-Kiwi-Emergency-Fund-Ignition-Kit.xlsx
• Aussie-Kiwi-Emergency-Fund-Ignition-Kit/Aussie-Kiwi-Emergency-Fund-Ignition-Kit.csv
• Aussie-Kiwi-Emergency-Fund-Ignition-Kit/README.txt
• Instant digital download after checkout. You also get the link by email.

Licence: personal use. Please don't resell or share the files.

Questions? [email protected]