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6 steps to get your money Sorted

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Why our 6 steps work

Learn practical, bite-sized tips that you can apply right away. icon

Bite-size

Learn practical, bite-sized tips that you can apply right away.

Build momentum with small wins at each step you take. icon

Motivating

Build momentum with small wins at each step you take.

Find your inner confidence with money decisions. icon

Empowering

Find your inner confidence with money decisions.

Our 6 steps
to get you Sorted

01

Start your emergency fund

Something’s bound to happen. You can count on it. When it does,
you’ll be ready.

Start your emergency fund

02

Get your KiwiSaver on track

Contributions from you, the government, employers and investment returns. There’s much more than just your money going in.

Get your KiwiSaver on track

03

Tackle your debt

It’s a race to see how fast you can shed that debt. Especially the
high-interest stuff.

Tackle your debt

04

Cover your people, money, stuff

It’s time to protect what’s important to us:

People in our lives, our present and future funds, what we own.

Cover your people, money, stuff

05

Work out your retirement number

It's all about the gap. The gap between what you’ll need and what you’re on track to have.

Work out your retirement number

06

Set your goals, then reach them!

You've got options. With your money moving in the right direction, it's time to set your sights. . . and your goals.

Set your goals, then reach them!

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