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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.
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.
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.
03
Tackle your debt
It’s a race to see how fast you can shed that debt. Especially the
high-interest stuff.
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.
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.
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.
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