Westpac’s Managing Your Money programme offers engaging, practical and interactive financial wellbeing webinars. The below sessions were held in October and November 2024
Goal Setting & Intro to Investments
held on Tuesday 1 October 2024.
- Sorted.org.nz website – https://sorted.org.nz/
- Sorted Goal Planner – https://sorted.org.nz/tools/goal-planner/
- Sorted Investor Profile – https://sorted.org.nz/tools/investor-profiler/
- Sorted Smart Investor – https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/?managedFundTypes=kiwisaver
- MoneyHub – Best budget apps for New Zealanders – Click here
Saving and Investing
Sorted Investor Profile – https://sorted.org.nz/tools/investor-profiler/
Sorted Smart Investor – https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/?managedFundTypes=kiwisaver
BT Funds Management – https://www.westpac.co.nz/kiwisaver-investments/investment-insights-hub/bt-funds-management/
Kiwisaver & Investments
– https://www.westpac.co.nz/kiwisaver-investments/
Sharesies NZ – Main page– https://www.sharesies.nz/
Sharesies NZ – Investing Basics
– https://www.sharesies.nz/learn/investing-basics
Understanding Debt
Links to help:
Sorted.org.nz – Debt Calculator – https://sorted.org.nz/tools/debt-calculator
MoneyHub.co.nz – Amortisation Calculator – https://www.moneyhub.co.nz/amortisation-calculator.html
Westpac NZ – Fine Tune My Loan (Home Loan) – https://www.westpac.co.nz/home-loans-mortgages/tools-resources/fine-tune-my-loan/
Credit Check information:
CreditSimple – ClearScore – https://app.clearscore.com/signup/nz/credit-simple
Sorted.co.nz – How credit reports and scores work – https://sorted.org.nz/guides/tackling-debt/credit-reports/
Consumer.org.nz – Credit reports: what you need to know – https://www.consumer.org.nz/articles/credit-reports
Credit check report – Free Credit report:
Centrix – https://www.centrix.co.nz/my-credit-score/
Illion – https://www.creditcheck.illion.co.nz/
Equifax – https://www.equifax.com/personal/credit-report-services/free-credit-reports/
show lessInvesting 101 – Special Topic
held on Thursday 3 October 2024
Preparing for the Future (Kiwisaver/Retirement)
Sorted Investor Profile – https://sorted.org.nz/tools/investor-profiler/
Sorted Retirement Calculator – Retirement calculator » Sorted
Sorted Smart Investor – https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/?managedFundTypes=kiwisaver
BT Funds Management – https://www.westpac.co.nz/kiwisaver-investments/investment-insights-hub/bt-funds-management/
Kiwisaver & Investments
– https://www.westpac.co.nz/kiwisaver-investments/
Managing Your Mortgage
Sorted.co.nz – https://sorted.org.nz/guides/home-buying/First
Home Buyers Guide – https://www.westpac.co.nz/assets/Personal/home-loans/documents/First-Home-Buyers-Guide-Westpac-NZ.pdfFine
Tune My Home Loan Calculator – https://www.westpac.co.nz/home-loans-mortgages/tools-resources/fine-tune-my-loan/
Interest.co.nz – Home Loan Rates – https://www.interest.co.nz/borrowing
MoneyHub.co.nz – https://www.moneyhub.co.nz/mortgage.html
Canstar – Compare First Home Buyers Loans – https://www.canstar.co.nz/first-home-buyers/
MoneyHub.co.nz – Amortisation Calculator – https://www.moneyhub.co.nz/amortisation-calculator.html
show lessManaging Your Money x CoreLogic NZ – Housing Market Update (Special Topic)
CoreLogic Hedonic Index – https://www.corelogic.co.nz/our-data/hedonic-index
CoreLogic Hedonic – https://www.corelogic.co.nz/our-data/hedonic-index/monthly-movements
CoreLogic News & Research – https://www.corelogic.co.nz/news-research
CoreLogic Podcast – Search ‘The NZ Property Market Podcast’ on all streaming services
show less