Sorted sections

The sections under Sorted's Home tab cover the key things you need to consider on your way to financial fitness. Once you have got  a handle on these fundamentals, you might want to visit Life Stages to get more specific information.

Set your goals

Decided it's time to get sorted? Great. Think of Sorted as your financial personal trainer. We've got the tools you need to get financially fit. Start by setting some goals.

Budgeting

It might feel like it's cramping your style, but if you make a budget that suits you, it can be one of your most powerful tools for getting ahead financially.

Saving

Learning to be a regular saver is a giant leap towards getting your finances sorted. Learn more about the different types of saving.

Kiwisaver

Find out what the Government's new savings initiative is all about and how it affects you - starting with the key features.

Managing debt

It's good to be able to borrow money. It can help you acquire assets - like a house, a business or an education. But debt can also be a trap so it's important to know the full cost of getting into debt.

Mortgages

Your home is likely to be the biggest purchase of your life, and a home loan your biggest financial commitment. Choosing the right loan and repaying it quickly can save you thousands of dollars. Find out how to manage your mortgage.

Investing

Investment is just a flash word for what to do with your savings to make your money grow. Investment isn't just for rich people. It isn't just for people saving for retirement - investment simply means making your money grow the smart way.

Retirement

Even if your retirement is a long way off, the financial decisions you make today can have a major affect on your lifestyle in the future. So start planning now!

Trusts

Family trusts have been used for many centuries for many purposes. They may be very complicated or quite simple, depending on what you are trying to achieve and what assets and liabilities you have. Learn more about trusts.

Fees

This section of Sorted is mainly about the fees associated with mid-to-long-term savings and investment products. However, it also has some tips for saving on bank fees. Get an overview of fees and how they add up.

Asset protection

Protecting your assets is an important part of managing risk and making sure you are financially secure over the long term. Learn more about the various aspects of asset protection.