Carl and Jess

Carl and Jess are a young couple in control. So it came as a bit of a shock when they realised that their finances were out of control. They'd been living beyond their means with no budgeting or planning. But after visiting Sorted they reckon they will be much better prepared for the future.

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Carl and Jess are getting sorted... You can too...
Budget

Carl and Jess did a budget to find out where their money was going – and how they could make savings.

  Budget calculator
Goals

Setting goals is next on Carl and Jess's agenda. First priority is saving for their October wedding.

  My Goals worksheet
Mortgage

Carl and Jess fixed their mortgage when rates were high. Will breaking their term save them money?

  Mortgage break fees article
KiwiSaver

Carl and Jess haven't thought about retirement saving yet. KiwiSaver could be a good start.

  Quick Kiwisaver calc