KiwiSaver Fund Finder NZFundfinder

Financial Goals Planner

Write down what you are actually saving for, what it costs, and the date you want it by — the page that makes every other sheet worth filling in.

All sheets

How to use this sheet

  • List one goal per row — a house deposit, an emergency fund, a trip, a car, paying off a card.
  • Put a real dollar figure and a target date against each one, even if it is a rough guess.
  • Work out the monthly amount by dividing what is left to save by the months remaining.
  • Review every three months and tick off what you have hit.

Financial Goals Planner

Fundfinder NZ · kiwisaverfundfinder.org

Name / period:
GoalWhy it mattersTarget $Saved so far $Target dateMonthly $ neededDone
       
       
       
       
       
       
       
       
       
       
       
       
Total goal value $
Total saved $
Total monthly $ needed

General educational information only — not financial advice. Fundfinder NZ · kiwisaverfundfinder.org