A step-by-step guide
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. Our
step-by-step guide is a great starting point. It includes these four steps outlined
below:
Step 1:
Understanding more about you
This involves understanding your budget, goals for the future and perspective on
saving and investing.
Step 2:
Understanding your options
We have a range of saving and investment options to suit different goals, budgets
and timeframes.
Step 3:
Putting it all together
This is where you put your plan together. It can take a few attempts to get a workable
plan.
Step 4:
Making it
happen
When you’re ready to put your plan into action, we can set up your accounts, automatic
payments and everything else you need.
Work through the steps, then you can turn your plan into action online.
Remember, if you want more help before you get started we're here to help so get
in touch.
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.
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.