Set your goals, then reach them!

1

Start your emergency fund

2

Get your KiwiSaver on track

3

Tackle your debt

4

Cover your people, money, stuff

5

Work out your retirement number

6

Set your goals, then reach them!

Money is never just maths.
It’s about wellbeing.

Our choices with money can make a huge difference to wellbeing – for us and those we’re closest to.

The many places your money will take you
Money’s not an end in itself – it’s a means to get there. Think of a goal as a destination, and a plan as a map. Where will you head to next?

Think of the possibilities.
Setting your goals means it’s time to think about what’s most important to you. If you could do or achieve any of the following, which would you choose?

Experiences

People

Security

Stuff

Wealth

Experiences
Holidays, travel, OE

Career break, sabbatical

Build community

Enjoy retirement

Retire early

People
Christmas

A home deposit

Donate

Study, retrain, change career

Kids’ education

Kids’ housing

Help the whanau

Build community

Security
Build a buffer

A full emergency fund (three months' expenses)

More complete insurance coverage

Buy a home

Home improvements

A safer car

Change careers

Fund your retirement years

Stuff
Cars

Boats

House

Gear

Gadgets

Doodads

Wealth
Pay off student loans

Pay off all debt

Start a business

Lift KiwiSaver contributions

Invest beyond KiwiSaver

Investment property

Fully fund retirement

Set your targets
It’s typically easier to set goals for the short term (1–3 years). These come to mind easily. But since we tend to underestimate how much we can achieve in the long term, it helps to choose goals for the medium (4–9 years) and long terms (10 years plus) as well.
Many goals in life need money and a plan – this goal-setting tool helps you take the first steps to make them happen.
Goal Planner

Tick your boxes

It’s so satisfying. You can track your progress using your Sorted dashboard – add a task to your checklist, or set a goal with the amount you're aiming for.

Set short-term goals (1–3 years)

Set medium-term goals (4–9 years)

Set long-term goals (10 years plus)

Enjoy life!

VIEW MY DASHBOARD

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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!

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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.

Money is never just maths. It’s about wellbeing.

Our choices with money can make a huge difference to wellbeing – for us and those we’re closest to.

The many places your money will take you

Think of the possibilities.

Experiences

People

Security

Stuff

Wealth

Experiences

People

Security

Stuff

Wealth

Set your targets

Tick your boxes

Set short-term goals (1–3 years)

Set medium-term goals (4–9 years)

Set long-term goals (10 years plus)

Enjoy life!

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Feeling stuck?

I am looking for…

Set your goals,
then reach them!

Money is never just maths.
It’s about wellbeing.