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Skip Navigation LinksHome > Personal banking > Goals and Lifestyle > Financial Wellbeing > Six Steps to Financial Wellbeing
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Financial Wellbeing

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Six steps to Financial Wellbeing

Six steps to Financial Wellbeing

When you’re struggling with your finances the pressure can affect many other facets of your life.

The longer you put off dealing with financial problems the worse they get and the worse the pressure may become. So, tackle your finances today – follow our six steps below to help you get back on track.

1
Talk about it

Talking to someone you trust whether it’s your partner, a family member or a friend is the first step in tackling your financial situation. They might not be able to advise you what to do, but they can provide you with emotional support as you work out how to get on top of your finances.

2
Take time out to think

It’s important that you set aside a good chunk of time to focus on your finances – depending on your situation this could be half a day or a whole day. Use the time to work out the facts. Who you owe money to, how much you owe and when payments are due.

Write down your financial goals and prioritise them. If you have high-interest debt it is usually better to pay this off before paying off other debt, or saving towards other goals.

3
Do a budget

Your budget can be your most important financial tool. You can see exactly where your money’s going, and that means you can make informed choices about how you spend it. A budget should also illustrate where you can make savings in your current spending.

However, a budget is like a diet, it has to be realistic or you won’t end up sticking to it. To get you started you can use our online budgeting planner or if you need some help you can call Family Budget Services on 0508 BUDGETLINE for free, confidential budgeting advice.

4
Contact those you owe

If you have fallen behind in your bills you may be getting collection letters or phone calls. Ignoring these communications won’t make them go away, so don’t be afraid to ask for help if you need it. If you contact these organisations you may be able to set up a repayment schedule to pay off what you owe over time.

Family Budget Services also have strong relationships with government agencies and utility companies, and may be able to help you set up repayment agreements.

5
Talk to your bank

If you are having difficulty making repayments on your credit card, personal loan, or home loan, talk to your bank or lending provider sooner rather than later. They are likely to have a range of options available to help you manage your repayments. If you let the situation go on for too long without talking to your bank, the number of options available could be reduced.

6
Stick to the plan!

It goes without saying that once you have a plan for managing your finances in place you need to stick to it. If your financial situation changes (i.e. a drop or increase in income) you should review your plan and ensure it is still practical.

Once you have paid off a major debt or achieved one of your financial goals make sure you reward yourself in some way. It’s easier to keep going with a financial plan if you celebrate the milestones along the way.

This material is for information purposes only. You should seek professional advice relevant to your individual circumstances. While The National Bank (part of ANZ National Bank Limited) has taken care to ensure that this information is from reliable sources, it cannot warrant its accuracy, completeness or suitability for your intended use.
To the extent permitted by law, The National Bank does not accept any responsibility or liability arising from your use of this information.

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Budget Planner

Creating a budget is a great way to help you manage your finances. Enter your income and expenses into our Budget Planner, and we’ll do all the calculations and summarise your results.

Save your budgetPrint your budget
  • Income
  • Expenses
  • Summary
Income Type (after tax) Amount Frequency
$
$
$

Add another income? Fill in the entry below and click on the Add button

Income Type (after tax) Amount Frequency
Type a description
$
Enter an amount
Your total after tax income is: $0.00
Next
Expenses Category Amount Frequency
$
$
$
$
$
$
$
$
$
$
$
$

Add another expense? Fill in the entry below and click on the Add button

Expenses Category Amount Frequency
Type a description
Please select a category
$
Enter an amount
Your total expenses are: $0.00
Previous
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tips

Top tip: Estimating your expenses

Check your account and credit card statements for all your income and expenses. The more information and detail you enter into the Budget Planner the more accurate the results will be.

This material is for information purposes only. Its content is intended to be of a general nature, does not take into account your financial situation or goals, and is not a personalised financial adviser service under the Financial Advisers Act 2008. It is recommended you seek advice from a financial adviser which takes into account your individual circumstances before you acquire a financial product. If you wish to consult one of The National Bank's financial advisers, please contact us on 0800 18 18 18.

To complete your budget planning, please enter  information

Summary of your income and expenses

Total after-tax income $0.00
Total expenses $0.00
Surplus $0.00

Income summary

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Income Summary

Expenses summary

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your expenses
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Save your budgetPrint your budget

What now?

You’ve made a good start to budgeting – take some time to review or discuss your results. You can either print your Budget Planner or save it as either a PDF or an excel document for future use.

Have you considered...

Save and Invest

Organising your savings and investments can be simple. All you have to do is decide what your goals are, and we can help you find the best way of achieving them.

More information

If you’d like to talk further about any of these options, call 0800 18 18 18, contact any branch, or e-mail us.

A copy of the Bank's Disclosure Statement under the Reserve Bank of New Zealand Act 1989 is available on this website or on request from any National Bank branch, free of charge.

You'll need Adobe Acrobat Reader to read the PDF version. If you don't have it, don't worry - it's free. Just follow this link to the Adobe site to download a copy.

The taxation treatment of Portfolio Investment Entities is covered in the Investment Statement (PDF 138KB).

* ANZ Investment Services (New Zealand) Limited is the issuer/manager of the National Bank Call Fund. The New Zealand Guardian Trust Company Limited is the Trustee of the Fund. The National Bank of New Zealand, part of ANZ National Bank Limited is the distributor of units in the Fund. Units in the Fund do not represent deposits or other liabilities of ANZ National Bank Limited. An investment in the Fund is subject to investment risk, including possible delays in repayment and loss of income and principal invested. No member of the ANZ National Bank Limited Group, the New Zealand Guardian Trust Company Limited or any other person guarantees (either partially or fully) ANZ Investment Services (New Zealand) Limited or the capital value or performance of the Fund or any other products issued by them.

^ A copy of The National Bank KiwiSaver Scheme Investment Statement is available as a PDF at the below link, or you can request one to be sent to you by calling 0800 156 020 Guardian Trust Superannuation Trustees Limited is the issuer of The National Bank KiwiSaver Scheme, ING (NZ) Limited is the Administration and Investment Manager and The National Bank of New Zealand, part of ANZ National Bank Limited, is the Distributor. Units in the Scheme do not represent deposits or other liabilities of ANZ National Bank Limited. Units are subject to investment risk, including possible delays in repayment and loss of income and principal invested. No member of ANZ National Bank Limited Group, ING Group, Guardian Trust Superannuation Trustees Limited, its parent and their respective directors or any other person guarantees or secures (either partially or fully) ING (NZ) Limited and its subsidiaries or the capital value or performance of the Scheme or any other products issued or managed by them.

To keep your information, please save your budget before exiting the tool.
Press OK to continue, or Cancel to stay on the Budget Planner.
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Saving and Investment Options

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My saving and investment options

Answer the following questions to see our savings or investment options that may help you reach your goals.

Based on the information you enter, the savings and investment selector will suggest possible savings or investment options available to you through The National Bank. You can consider these options and decide which, if any, suit your circumstances.

1

Answer the questions below

ticked
  1. How much do you have to deposit or invest initially?

I have $ to deposit or invest.

why do we ask this question?
ticked
  1. How much can you save or invest on a regular basis?

I can save or invest $

Why do we ask this question?
ticked
  1. How often will you need to access your money?






why do we ask this question?
ticked
  1. What is your annual taxable income?

why do we ask this question?

Start with the questions above.

Just three more questions to go.

Just two more questions to go.

Just one more question to go.

ticked

And you're done!

However you can adjust your answers at any time.

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2

See your saving and investing options with The National Bank

Start with any of the questions on the left.

Based on your 1 answer, you could consider 1 or more of the following

Based on your 2 answers, you could consider 1 or more of the following

Based on your 3 answers, you could consider 1 or more of the following

Based on your 4 answers, you could consider 1 or more of the following

left arrow

Start by answering the questions on the left.

Each answer will generate savings or investment options for you to consider.

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See below for more information on some of our other savings accounts and investments

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The first three saving and investment options provided above are based solely on your answers to the questions on the left and should not be relied upon as giving investment advice tailored to your financial circumstances. If you require investment advice we recommend that you come into any National Bank Branch to discuss your circumstances with a Banking Consultant.

Links

So what next?

Follow the links to learn more about the savings or investment options that have been suggested above.

When considering these options, please see the Investment Statements for The National Bank Call Fund, National Bank Term Fund and Term Deposits.

If you decide that an option is suitable for you, you can follow the links to apply for the savings account or investment. If you'd like to talk to anyone about how the above options can help you achieve your goals, email us, call us on 0800 18 18 18 or ask a staff member at any branch.

This material is for information purposes only. Its content is intended to be of a general nature, does not take into account your financial situation or goals, and is not a personalised financial adviser service under the Financial Advisers Act 2008. It is recommended you seek advice from a financial adviser which takes into account your individual circumstances before you acquire a financial product. If you wish to consult one of The National Bank's financial advisers, please contact us on 0800 18 18 18.

Interest rates, rates of return and fees are subject to change. Full details of all products (including applicable fees, terms and conditions) can be obtained from any National Bank branch. A copy of the Bank's disclosure statement under the Reserve Bank of New Zealand Act 1989 is available on this website or on request from any National Bank branch, free of charge.

All suggestions are based on the correct information being provided by you. This tool is not intended to provide tax advice and you should seek independent tax advice in relation to your own situation. For information on the applicable taxes on interest or PIE income refer to the Inland Revenue (IRD) website.

* ANZ Investment Services (New Zealand) Limited is the issuer/manager of The National Bank Call Fund and The National Bank Term Fund (Funds) and The New Zealand Guardian Trust Company Limited is the trustee. The National Bank of New Zealand, part of ANZ National Bank Limited is the distributor of units in the Funds. Units in a Fund do not represent deposits or other liabilities of ANZ National Bank Limited. An investment in a Fund is subject to investment risk, including possible delays in repayment and loss of income and principal invested. No member of the ANZ National Bank Limited Group, The New Zealand Guardian Trust Company Limited or any other person guarantees (either partially or fully) ANZ Investment Services (New Zealand) Limited or the capital value or performance of any products issued by those companies.

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