Liz

Liz is the kind of person you might think is pretty sorted. But while life’s been good for a while now, Liz is worried she hasn’t made any plans for her future. She’s determined she won’t struggle financially in retirement but had no idea how to achieve her goal. Until she made a trip to Sorted.

Follow the steps Liz is taking to get sorted below. And see how you can start your own journey.

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Liz is getting sorted... You can too...
Goals

Liz's biggest priority is ensuring she has a comfortable retirement. So she sets a goal to start saving!

  My Goals worksheet
Retirement

Liz used the Quick Retirement calculator to get an idea of what savings she might need to retire on.

  Quickj retirement calculator
Budget

Liz did a budget to find out where her money is going now, and how much she could put towards saving each month.

  Budget calculator
KiwiSaver

Liz hasn't looked at KiwiSaver yet – but it could be a great way for her to save for her retirement.

  Quick Kiwisaver calc