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Our six steps for
getting ahead financially

STEP 1

Start your safety net

Something’s bound to happen – a car repair, a dental emergency, or losing your phone. There’s just no way to say what or when. But when something does, you’ll be ready.

 

START YOUR SAFETY NET

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STEP 2

Get your KiwiSaver settings right

KiwiSaver’s great for getting ahead, but if it’s not set up correctly, your results could be tens of thousands of dollars less. Don’t miss out!

 

GET YOUR KIWISAVER SETTINGS RIGHT

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STEP 3

Start tackling your debt

Debt is a real drag. Wouldn’t it be an amazing feeling to not have to borrow? It’s a race to see how fast you can shed that debt, especially the high-interest stuff.

 

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STEP 4

Cover your people, 
your money, your stuff

There’s no point in getting ahead if it’s all going to get wiped out on the way. It’s time to protect the people in our lives, the money we’ll have now and in the future, and what we own. In that order.

 

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STEP 5

Run your retirement numbers

It’s all about the gap. The gap between what you’ll need and what you’re on track to have. Nailing your retirement number early gives you more time to achieve the lifestyle you’re after.

 

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STEP 6

Set your targets, then 
hit them!

Get laser-focused on your goals in life, and aim your money just right. Which ones will you choose that will dial up your wellbeing the most?

 

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Get started

Sorted's six steps can get your money
headed in the direction you want.

Feeling stuck?

Flick us a question at office@sorted.org.nz or
call 0800 345 123 for personalised help.

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