The Benefits of Living a Balanced Lifestyle

Lucy and Steve's family income is currently $138,000 before tax. Lucy works part-time as a clinical assistant at a health care provider. She said that they feel wealthy on this income and are doing really well so next we talked a little about investing both adults are in Kiwis saver each is contributing 4%. Their employer Steve is with ANZ super easy and a balanced fund which is a provider used by those in local government. He has a balance of about $60,000 plus he apparently has another $13,000 in an AMP fund that he joined with a previous employer frustratingly this money can't be merged with his current provider nor adjusted until he turns 65