Financial tools for 2023

Budgeting helps you plan for the unexpected. Saving for retirement and building an emergency savings buffer can give you peace of mind for the future. Here are some tools to help with budgeting for today and planning for the future.

  • Financial advice – the Financial Markets Authority (FMA) website has a library of information on financial advice and where to get it.
  • Budgeting tool – this tool helps set goals for spending, to ensure money goes where you want it to.
  • Retirement calculator – how much money do you think you might need for retirement? This tool can help you plan ahead of time.
  • Risk tolerance tool – how much risk are you willing to take on with your investments? This tool can help give you a guide.
  • Money Talks – talk to someone about setting new budget goals for the new year.

 

 

This information has been prepared by Mercer (N.Z.) Limited for general information only. The information does not take into account your personal objectives, financial situation or needs.

15 March 2023