6 Steps

Our proven 6 steps have been helping Kiwis take control of their money and leave their money worries behind.

Why our 6 steps work

Bite-size

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

Motivating

Build momentum with small wins at each step you take.

Empowering

Find your inner confidence with money decisions.

Make sense of money. Take the first step to get Sorted today.

Step 1

Start your emergency fund

Something’s bound to happen – a car repair, lost phone or trip to the vet – we just don’t know what or when. But when something does go wrong, your emergency fund is your safety net.

SORT MY EMERGENCY FUND

Step 2

Get your KiwiSaver on track

KiwiSaver’s great for retirement or for your first home deposit. Take control of your future by getting it on the right track for you.

SORT MY KIWISAVER

Step 3

Tackle your debt

Wouldn’t it be amazing to be debt-free? Learn how to best tackle your debt, especially the high-interest stuff.

SORT MY DEBT

Step 4

Cover your people, money, stuff

Protect what’s important – the people in your life, your money now and in the future, and what you own.

SORT MY COVER

Step 5

Work out your retirement number

How much is enough to retire? There's a lot to consider, like the lifestyle you want and what you’re on track to have. The earlier you start your plan the better.

SORT MY RETIREMENT

Step 6

Set your goals, then reach them!

Where do you want to be? What are your priorities? Setting targets helps you aim your money to reach your goals in life.

SORT MY GOALS

Take the first step to get Sorted

Learn how to make good money decisions, one step at a time.

6 steps to get your money Sorted

Start your emergency fund

Get your KiwiSaver on track

Tackle your debt

Cover your people, money, stuff

Work out your retirement number

Set your goals, then reach them!

Browse guides by...

Life events...

#WTFinance is inflation on about?

Power bill hacks that put money back into your pocket

How to stay safe as scams get smarter

‘Deinfluencing’ – the TikTok trend helping you spend less

How to deal with rising mortgage rates

My Money Sorted: Ruth

How your insurance can help after the cyclone and flood

This is what good advice looks like

About

Learning

Resources

Even more

Log in to your account

Create your free account

6 steps to get your money Sorted

Learn how to make sense of money, one step at a time.

Our proven 6 steps have been helping Kiwis take control of their money and leave their money worries behind.

Why our 6 steps work

Bite-size

Motivating

Empowering

Make sense of money. Take the first step to get Sorted today.

Step 1

Start your emergency fund

Step 2

Get your KiwiSaver on track

Step 3

Tackle your debt

Step 4

Cover your people, money, stuff

Step 5

Work out your retirement number

Step 6

Set your goals, then reach them!

Take the first step to get Sorted

I am looking for…

6 steps to get your
money Sorted