Episode 5: KiwiSaver Behaviour with Tom Hartmann cover art

Episode 5: KiwiSaver Behaviour with Tom Hartmann

Episode 5: KiwiSaver Behaviour with Tom Hartmann

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In this episode of Retire Well, Jim Smith and Martin Fox are joined by Tom Hartmann from the Retirement Commission. Tom is a personal finance lead and the driving force behind tools many Kiwis already use, including Sorted, the KiwiSaver Fund Finder, and the Retirement Navigator. Together, they unpack how relatively simple decisions, made consistently over time, can lead to very different retirement outcomes.

Coming up in this conversation, Tom Hartmann shares:

  • How KiwiSaver fits into New Zealand's retirement income system
  • Why being in the right fund matters more than chasing returns
  • The four key KiwiSaver fund criteria: risk, fees, services, and performance
  • Behavioural traps, and the idea of a "future us", and thinking long-term
  • How tools like Sorted can help people get started and have better conversations

Based in Christchurch, Jim and Martin offer independent advice on healthy living, financial wellbeing, and retirement planning. For more information, visit The Retirement Guys website or request to download their free eBook, Retire Well, using the links below. 👇

🔗 Website: https://retirementguys.co.nz

🔗 Retire Well Book: https://mailchi.mp/retirementguys/book-retire-well

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