Sorted header abstract pattern
Sort my 6 Steps Tools Guides Blog Moreabout Sorted
Search Icon search small

back iconBack

Sort my...
A man and woman are walking together outdoors and looking happy

back iconBack

Start here

6 steps to get your money Sorted
6 steps to get your money Sorted

back iconBack

All tools

Tools

back iconBack

6 steps to getting your money sorted
Video

All videos

View all

back iconBack

View all

back iconBack

More Sorted Info

Blogs
View all

square-pattern-pink-to-orange

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

circle-pattern-purple

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

  • 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

Get sorted abstract placeholder

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.

 abstract placeholder
Feeling stuck placeholder

Feeling stuck? 

Flick a question to the Sorted team, or reach out to MoneyTalks on 0800 345 123 for personalised help.

 

Get in touch