Income & lump sums

Understand career paths and household cashflow over a lifetime — start and stop salaries, add part-time or rental income with date ranges, and model lump sums from property sales, inheritances, or windfalls.

Flexible income streams

Younger clients often have lower incomes that rise later; others take career breaks or shift to contract work. RetireMe supports multiple concurrent incomes with weekly, fortnightly, monthly, or annual frequencies — correctly annualised and taxed through the NZ engine.

Ongoing items live under Upcoming income & expenses with explicit start and end dates. Salary and NZ Super follow people and retirement timing on the plan.

Lump sums and asset sales

Guided timeline wizards cover inheritance, bonuses, settlements, property sales, and KiwiSaver withdrawals. Selling an asset can automatically stop linked rental income from the sale month.

Compare downsizing scenarios: release equity from the family home, reduce expenses, and see the impact on retirement runway and Monte Carlo success.

Adviser tip: Save separate plans or use scenario sliders to store alternate models — useful when a client is weighing redundancy, early retirement, or a property sale.