Financial wellbeing resources

Financial wellbeing refers to how well someone can meet their current and future financial needs. To achieve financial wellbeing, it is important to develop good spending and savings habits, have clear financial goals for both the present and retirement, and take practical steps to achieve those goals. The tools mentioned below not only help with saving money, but also encourage positive changes in money management habits, assist with budgeting, and aid in long-term financial planning.

Budgeting tool » Sorted:

Budgets act as roadmaps for your finances, helping you keep track of how much you spend and save. This tool creates a visual representation of the money you earn and spend, so that you can make the most of your funds.

Retirement calculator » Sorted:

By using this tool, you can assess your financial situation to determine whether you are on track for the retirement lifestyle that you desire.

Savings calculator » Sorted:

This tool enables you to visualize the growth of your savings over time, especially with the help of compounding investment earnings.

Getting advice » FMA:

This link will let you access a wealth of information on financial advice and where to get it from.

MoneyTalks:

Get in touch with MoneyTalks if you need help with day-to-day money matters like budgeting and debt management.

FSC Retirement Planning Guide:

The Financial Services Council (FSC) has published a handy guide to successful retirement planning. This guide includes the New Zealand Society of Actuaries' rules of thumb to assist members during their 'spend in retirement' phase.