Carl and Jess - 3 months on

Jess: “Knowing how to budget now, and having this financial knowledge, takes off the stress that we used to have. Now, we’ve got this wedding fund that’s building up.”
Carl: “We know the money’s there and if we want to go out and pay for the rings now we can do that.”

See where Carl and Jess started >>

Carl and Jess got 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 was next on Carl and Jess's agenda. First priority - saving for their October wedding.

  My Goals worksheet
KiwiSaver

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

  Quick Kiwisaver calc