Retirement Guide

What else can you do besides KiwiSaver?

KiwiSaver is a genuinely good starting point, but it isn't the only tool available, and if you've already got the basics sorted, it's worth knowing what else is actually out there.

What's mechanically different outside KiwiSaver

Outside KiwiSaver, there's no employer match and no government contribution - what you put in is what you put in, with different tax treatment and direct access to your own money rather than KiwiSaver's rules around withdrawal. That's the real mechanical difference, separate from which specific option might suit you.

This is general information only, not personalised financial advice. Speak to a licensed financial adviser about your own situation.

Saving alone is the safe choice - safely getting you there is a different question

This is really the spine of the whole question. Saving steadily, including through KiwiSaver, is genuinely safe - it's worth doing regardless of anything else, and where it's realistic to reach your goal this way, it's a great way to plan. But safe describes the saving, not whether it gets you there. At realistic returns, saving alone typically falls well short of anything beyond a no-frills retirement, once the actual gap is weighed against what saving alone tends to return - which is exactly why it's worth calculating the real number rather than assuming safe means sufficient.

The main categories, side by side

Term deposits
Capital security and a fixed, known return, generally lower than other options over the long run.
Managed funds and shares
Direct market exposure, generally more growth potential over a long timeframe, with more volatility along the way.
Property
One path some people's strategies lead to, generally involving equity and leverage rather than pure savings growth; it comes with its own considerations around ongoing management and market cycles.

Which of these actually suits a given person depends on things like how soon the money might be needed, comfort with ups and downs along the way, and what else is already in the picture - genuinely personal factors, not a case of one option being objectively “best.”

See what saving alone actually builds first: try My Savings Plan, showing what your current savings rate achieves. If there's still a gap, Leveraged Strategy shows what a leveraged approach could do to close it.

FAQ

What else can I do besides KiwiSaver?

The main categories are term deposits, managed funds and shares, and property - each with a different balance of security, growth potential, and involvement.

How do I invest for retirement outside KiwiSaver in NZ?

The main mechanical differences are no employer or government top-ups, different tax treatment, and direct access to your money - try My Savings Plan, a good starting point for seeing what your current approach actually builds.

What are the best investments for retirement at 50 in New Zealand?

"Best" depends on your own timeframe, comfort with risk, and what else you already hold - term deposits, managed funds/shares, and property each suit different situations rather than one being universally best.

Should I use term deposits, managed funds, or property for retirement?

Each serves a different purpose - term deposits for security, managed funds/shares for growth potential, property for those pursuing a leveraged strategy. Which combination suits you depends on your own numbers and comfort level.

Important information

Circulus provides calculation and education tools only. We do not provide financial advice, tax advice, or a recommendation to buy, sell, switch, or hold any financial product. The figures shown are estimates based on assumptions and published benchmark data, and are not a prediction of future returns or retirement outcomes.

The information is provided only to help you decide whether you would like to seek advice from a licensed financial adviser. Any advice about your personal situation can only be provided by a licensed financial adviser engaged through an appropriate financial advice provider.

  • Assumptions used may not suit your individual circumstances.
  • Benchmarks shown are illustrative only.
  • Future outcomes are uncertain.
  • Do not use this as the basis for an investing decision.

Want to talk through which of these actually fits your situation? A licensed financial adviser can help you weigh the options properly.

Related: KiwiSaver or Pay Off the Mortgage? · How Much Do You Need to Retire in NZ? · more retirement guides