Set your targets, then hit them!

6 steps to live Sorted

Set your targets, then hit them!

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1

Start your safety net

2

Get your KiwiSaver right

3

Start tackling your debt

4

Cover your people, money, stuff

5

Run your retirement numbers

6

Set your targets, then hit them!

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

Our choices with money need to dial that up, 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 dream. If you could do 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

Push out further
It’s typically easier to set goals for the short term (1-3 years) – these come to mind easily. But since people tend to underestimate how much they 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 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!

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

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6 steps to live Sorted

Start your safety net

Get your KiwiSaver right

Start tackling your debt

Cover your people, money, stuff

Run your retirement numbers

Set your targets, then hit them!

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Identifying your money mindset

Don’t trade forex before reading this.

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About

Learning

Resources

Even more...

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?

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

Our choices with money need to dial that up, 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

Push out further

Tick your boxes

Guides

Feeling stuck?

I am looking for…

6 steps to live Sorted

Start your safety net

Get your KiwiSaver right

Start tackling your debt

Cover your people, money, stuff

Run your retirement numbers

Set your targets, then hit them!

Guides

Money mistakes we make at uni

For 2021, skip resolutions for something better

Mindfulness, money and this moment

12 Christmas hacks your bank account will love

Shopping Christmas sales online? Read this first.

Identifying your money mindset

Don’t trade forex before reading this.

How to suss out if that website is fake

About

Learning

Resources

Even more...

Log in to your account

Create your free account

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?

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

Our choices with money need to dial that up, 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

Push out further

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!

Guides

Feeling stuck?

I am looking for…

Set your targets,
then hit them!

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