When you own a vehicle, you take it in for regular Warrant of Fitness check-ups to make sure it's in good shape.

Passing that WoF feels pretty sweet.

Want to get that same sorted feeling with your finances?

These simple checks will help steer you towards your future destination at full speed.


goals icon 

Set some money goals  light tick box

What financial goals do you want to work towards? Talk to your partner/whānau and make sure you’re on the same page. (Here are some tips on managing money in a relationship.)

Use the Sorted goal planner and give your financial goals a name and a dollar value. Try breaking these down into smaller, achievable steps to help you reach them. 


get started

sorted budgeting tool icon

Give every dollar a job to do light tick box

You work hard for the money. Now tell it where to go.

Don’t have a budget yet? Then the Sorted budgeting tool is for you. 



sorted saving calculator

Build a rainy day fund light tick box

Saving up a cash buffer means that when (not if) you get hit with unexpected costs, you won't be left scrambling.

Putting away three months' worth of expenses for emergencies is ideal, but every little bit you can save counts. 



sorted insurance guides

Get covered light tick box

Most of us need insurance for the bigger things - our homes, cars, even our lives.

Check that your policies are still suited to your situation and you're covered for the right risks. 


read our guide to insurance

sorted kiwisaver tool

Review your KiwiSaver light tick box

Make sure you're getting the most out of it! Use the Sorted fund finder to compare funds and check you're in the right type for your needs.

(Looking to invest in other ways too? Have a read of our guides on investing basics and different kinds of investments.)



sorted wills guide

Create/update your will light tick box

Without one, your wishes can't be followed! (And no, partners don't automatically get everything.)

Be sure to revisit your will after any big life events like buying property; marriage or separation; or starting a family.