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 information is general in nature and should not be relied upon as giving any investment or financial advice specific to your individual circumstances. You should seek independent professional advice before investing.

Read our general disclosure statement and our disclosure statement prepared under the Securities Markets Act 1988.

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 information is general in nature and should not be relied upon as giving any investment or financial advice specific to your individual circumstances. You should seek independent professional advice before investing.

Read our general disclosure statement and our disclosure statement prepared under the Securities Markets Act 1988.

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