Wherever you’re at with your money, our six topics will get you asking yourself the right questions to get you Sorted for the long-haul. Explore the topics below.
You’ll get clear on why you make the decisions you do with your money. This will allow you to choose strategies and plans that work with your money personality, not against it.
What’s important to you? Take a look at your spending to ensure you’re sending your money where you want it to go. You’ll discover how to build a spending plan that works - and that you’ll want to stick to.
Retirement and KiwiSaver
Get to know your future self. Find out how much you’ll need in retirement, and put a plan in place to get there.
Know what you’re getting into and where to go for help. Make a plan to get out of debt and get that debt-free feeling!
Choose what’s right for you and put protection in place for yourself and your loved ones. You’ll be grateful when things turn pear-shaped, knowing you’ve got it sorted.
Save and Invest
Getting ahead is about making your money work for you. Build your confidence with saving and investing strategies. The best time to start may have passed, but the second-best time is today!