Retirement income advice and information, and who is worth listening to!





  1. Rich enough: A laid back Guide for every Kiwi, Mary Holm, 2018. Excellent.
  2. The Great NZ Work, Money and Retirement Puzzle and how to solve it. A Practical Guide for everyone 19-91 yrs. Alan Clarke, (2014). Unusual style but easy to read.
  3. The Essential Retirement Guide, A Contrarian’s Perspective Frederick Vettese, John Wiley& sons (2016)* American but suitable and applicable to NZ. Excellent, good examples. On the button!
  4. Retire Richer; a practical guide for everyone aged 25-85. Alan Clarke. 2010. Large font, easy to read. Very sound.
  5. The New Retirement: Smart Tips for Boomers. Bill Jamieson Shoal Bay 2007. Chatty.
  6. NZ Retirement Guide, (2013), Twenty Good Summers.  Martin Hawes: A prolific writer, (over 20 books) always provides good reading and common sense recommendations.
  7. How to retire with enough money and how to know what enough is. Teresa Ghilarduccci, (2015). Also American, but suitable for NZ readers. 100 pages. Excellent.
  8. Your 60’s by Peter Dunn, (2015) Centage Learning. Again an American book, but completely applicable to NZ scene.
  9. The New Zealand Tax System, NZ Taxes in comparative perspective Rob Salmond, 2011. Want to know about the NZ Tax system? Easy to follow.

MEDIA COMMENTATORS? Any worth listening too!

  • Martin Hawes: Calm, considered, common sense covering superannuation, trusts, retirement savings etc. Author.
  • Mary Holm: Sound and succinct. Good simple business and personal financial comment, on many of the current retirement issues. Excellent NZ Herald column each Sunday-compulsory reading!
  • Rob Stock: Leans towards the seniors market, writes in an easy to follow manner, on topical subjects. Sound.
  • Janine Starks. Sound on a range of retirement income issues.
  • Cameron Bagrie: Independent Economist. Previous ANZ, now out on his own. A 2017 piece on New Zealand superannuation was poorly done, containing the usual myths and generalizations, but he is not to be dismissed.
  • Helen Twose. Her Kiwi Saver Question and Answers column was always a must read. The questions and answers needed to be published in booklet form.
  • Shamubeel Eaqub: Independent economist. Always interesting, has a view on everything.
  • Matthew Hooton: A right wing commentator. Don’t ignore, but take with a grain of salt
  • Fran O’Sullivan: Writes some good stuff, but has a blind spot re New Zealand Superannuation and needs to recognize that the NZ model is a world leader, and projections/assumptions 30-50 years out are close to worthless.
  • Brian Fallow. Experienced economic editor e.g. the NZ Herald. Always interesting. Also has a blind spot re NZ Superannuation and fiscal costs, leans to crisis rhetoric on Superannuation issues, needs to allow for adjustment factor in his long term trend analysis.
  • Ralph Stewart: Experienced business background, common sense approach, currently CEO Life time Income, annuities expert, surrounds himself with quality retirement income advisors.
  • Brian Gaynor. Experienced and considered opinions particularly investment analysis, an active fund manager, with a wealth of knowledge.
  • Susan St John, Retirement Policy and Research Centre, Auckland Business School. Susan’s substantial knowledge of the Retirement Income sector makes her a “must read”.
  • Michael Little wood. His papers on NZ Superannuation are seminal resource papers, easy to read, clarifies the issues in a simple manner. NZ Guru on New Zealand Superannuation.
  • Liz Koh, Dominion Newspaper “Money matters”. Interesting, sincere and well researched.
  • Larry Williams. Right wing radio conservative, chatty manner. Does not know much about retirement Income issues.
  • Mike Hosking. Intelligent, zany, but untrained mind. Right wing bias sounds good, but substance lacks at times.
  • Heather du Plessis-Allan. Hope she continues to develop her knowledge on retirement income, has potential, can be over confident.
  • Leighton Smith. Great survivor of Radio Talkback. Right wing, knows his way around the subjects, but his twist on issues while often sounding knowledgeable, merely confirms here is an orthodox conservative.
  • Paul Henry: Right wing, full of opinions. Like him or hate him, he provides a view. Not visible at the moment.
  • Brent Sheather. Very sound on investment issues.
  • Bernard Hickey: Invisible at the moment. Always interesting and provocative, maturing in his comments, hope he returns to the retirement income sphere.



  • The Headliner. Investment advice sheet and comment
  • The National Business Review.  New Zealand weekly business review and analysis magazine
  • The Economist

Posted by Alec Waugh, reviewed February  4 , 2019

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