2020 – the year you own your financial wellbeing

16 January 2020

We all want to be better with our money, but it’s difficult to know where to start. Here’s one quick thing you can do each month to get on top of your finances.

Add these reminders to your calendar or jot them down on your brand-new planner so you don’t forget!

Financial Wellbeing for January

It’s time to turn your dreams into reality!

Set yourself 1, 5 and 10-year goals. If you’re already working towards something, now’s a great time to review your progress.
Find out more about building a plan

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January

It’s time to turn your dreams into reality!

Set yourself 1, 5 and 10-year goals. If you’re already working towards something, now’s a great time to review your progress.

Find out more about building a plan

 

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February

Rest, relax and enjoy a classic Kiwi summer!

If you’re out in the sun, don’t forget to slip, slop, slap and wrap! And if you’re heading overseas, don’t forget travel insurance!

Discover more about Travel Insurance

 

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March

It’s time to enjoy spending!

One of the secrets to really enjoying the things we buy is knowing we’ve got the important stuff covered, and that’s where a budget comes in handy.

Learn how to build a budget

 

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April

Plan your tomorrow

When it comes to financial advice, it pays to get it right. Now’s the time to make sure your finances are in order, here’s a useful guide for how to get started.

Take control of my finances

 

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May

Be sure to be covered on the road

Thinking of going on a road trip?

Choose the right kind of car insurance

AMP Roadside Assistance provides 24 hour a day service to help you stay safe and get moving again.

 

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June 

Get a top up from the Government

For every dollar you put into your KiwiSaver account, the Government contributes 50 cents (up to $521.43 each year). Am I eligible for the Government contributions?

Keep in mind that you’ll need to contribute at least $1,043 between 1 July to 30 June each year to get the full amount.

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July

Cover up over winter

It takes as little as 5 minutes to get cover for most of the things that mean a lot to you. Some examples include insurance for your home, contents, car, business and travel.

Learn the basics of general insurance

 

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August

Maximising your retirement savings

Three ways to make the most of your savings:

  1. Knowing how much you will need to retire
  2. Ensuring you pay the right amount of tax. View our PIR guide
  3. Making sure you’re in the best fund for you. Take a look at what fund suits you best with our KiwiSaver fund selector tool.
 

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September

Budget review time!

It’s six months since you set your budget. How are you tracking against your goals? Great work so far, but is there even more you can do?

Here are some tips on budgeting mentioned this March to help you plan ahead and take control of your finances.

 

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October 

Do you have a plan, should the worst happen?

If you don’t have a will, your money won’t necessarily go straight to your partner or children. It’s never too early to put a plan in place, should the worst happen. Tips on how to plan should the worst happen

If you already have a will, it’s a good idea to review it annually.

 

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November

Are you on track to achieve your retirement goals?

Use our calculator to check your progress, it only takes a minute or two to see where you’re at, so you can make changes if you need to.

 

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December

Enjoy the festive season

You’re on the home stretch now!

Celebrate that you’ve made some great progress on your journey towards owning your financial wellbeing.

 

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