Step 3: Putting it all together

Now it’s time to put your plan together. It may take a few attempts to make it workable.

My saving and investing worksheet

Use this worksheet to help you work out your saving and investing budget, goals and timeframe.

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For help putting together savings and investment options to suit you call 0800 18 18 18 anytime.

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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.

My saving and investing worksheet

Your budget

If you have a lump sum to invest, type it here $ 
How much can you afford to put towards investing? $ 

Your goals and timeframes

Goal Total amount required Timeframe
(by when) 		Result: Regular saving required Next step
(your notes)
e.g Establish an emergency fund $8,000 18 months $222/fortnight Set up an eSaver Account with fortnightly automatic payments going into this account
1. $ 
months
=$
2. $ 
months
=$
3. $ 
months
=$
4. $ 
months
=$

More information about National Bank e-Saver, including fees and terms.

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.

National Bank Saving and Investment Selector