In this episode of Retire Well, Jim Smith and Martin Fox are joined by Anna Bodman, director and co-founder of Arcwell Legal, a specialist family-law practice in Christchurch, to explore relationship property law and the important role legal planning can play in protecting your wealth, relationships and future.

Coming up in this episode, they discuss:

• What relationship property law means and some of the common misunderstandings.
• The conversations couples should have before combining homes, finances or investments.
• The role of family trusts and why they may not always provide the protection people expect.
• What can happen to KiwiSaver, investments, businesses and other major assets when a relationship ends.
• How lawyers and financial advisers can work together to help protect wealth during difficult life changes.

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

A big thank you to Anna Bodman for joining us on this episode! If you'd like to learn more about Anna and her work, you can find her using the links below.👇

🌐 Website: https://www.arcwellpartners.co.nz

📞 Phone: +64 27 200 8280

📧 Email: anna@arcwellpartners.co.nz

Retirement village options in New Zealand can feel overwhelming, especially when you are weighing up independence, care, lifestyle, costs and community. In this episode of Retire Well, Jim Smith and Martin Fox explore the choices available as we age, including staying at home, moving into a retirement village, and understanding when rest home or hospital-level care may become part of the journey.

🏠 Coming up in this episode, they discuss:

• The difference between retirement villages, rest homes and hospital-level care
• What an Occupation Right Agreement is and how Deferred Management Fees work
• The typical accommodation options, including villas, serviced apartments and care units
• How government funding for long-term residential care is assessed
• What Jim and Martin learned from visiting Summerset Prebbleton, Ryman Anthony Wilding and Burlington by Qestral
• Why many residents say they wish they had made the move sooner

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