"MONEY WON'T CREATE SUCCESS, THE FREEDOM TO MAKE IT WILL." - NELSON MANDELA
Making a plan for your money (a budget) is one of your best tools for getting ahead in life - all you need are details of your current spending and income. Your plan will tell you whether you have money left over. If your plan shows you don’t have enough, you’ll need to adjust your spending or find ways to increase your income.
Sound too simple? Let us show you how. We use the internationally recognised 6 step advice process 1. We establish client relationship. Meet with you. Listen as you outline your financial needs. Ask questions and explain how we maybe able to help. 2. Gather data, information from you regarding your finances. Where are you, right now. Where do you want to be in 6 or 12 months? We ask questions and listen. 3. Analyse and evaluate. Spend time considering various options for you. This is where our experience and understanding plays a big part. 4. Recommendation and presentation. Come back to you with a written report. 5. Implementation. Help you to get started on the course of action you decide on 6. Monitor and review. Arrange a time to meet again to see how its going. Is the plan working? If not, how can we "tweak it"
Here's a statement from "Sorted"; "Get that Sorted feeling. It feels great to have your money sorted – that comfortable and confident feeling of getting ahead financially and making the most of your money situation. Sorted is here to help you enjoy that feeling. Sorted is for you – it’s your independent, impartial voice on money matters. As New Zealand’s trusted personal finance site, Sorted has the tools and information you need to tackle debt, plan and budget, save and invest, dial up your KiwiSaver, plan for retirement, protect what's important, and manage a mortgage. No matter where you are at when it comes to money – just starting your first job or wrapping up a successful career – Sorted lets you fine-tune your finances and get ahead moneywise."
"MONEY IS ONLY A TOOL. IT WILL TAKE YOU WHEREVER YOU WISH, BUT IT WILL NOT REPLACE YOU AS THE DRIVER." - AYN RAND
“The information provided and services described in this website are of a general nature and are not intended to be personalised financial advice to a retail client. The information provided in this website is not intended to be a substitute for professional advice. You may seek appropriate personalised financial advice from a qualified professional to suit your individual circumstances."