Capitalise in 2025: Turning your goals into plans

Are you currently working towards any big goals? Turn these goals into trackable plans by using the Sorted Goal Planner:

Goal planner » Sorted 

 

✔️ Make sure you keep your goal and plans in a place that you will see them regularly like on the fridge or on your phone lockscreen. 

✔️ Share your goals and plans with a trusted whānau member or a friend, someone you can check in with regularly or kōrero about your challenges and wins! 

✔️ Be kind to yourself when things don’t go as expected. Remember that you can adjust the plan to suit your current situation or unexpected events. 

 

 

The information contained in this document is intended for general guidance and information only and is not personalised to you. It does not take into account your particular financial situation or goals.

The links shared and associated content on this website have not been vetted or otherwise approved by Whai Rawa Fund Limited and neither Whai Rawa Fund Limited, nor Te Rūnanga o Ngāi Tahu endorse the linked material or its provider in any way. The information provided by these links and third-party providers is not personalised to you and your situation.  Before making any investment decision, or taking any action or not, you should refer to the Product Disclosure Statement and / or consult a licensed financial advice provider.

Whai Rawa Fund Limited is the issuer of the Whai Rawa Unit Trust. A copy of the Product Disclosure Statement is available at www.whairawa.com/pds. A financial advice disclosure statement is available for Whai Rawa Fund Limited at www.whairawa.com/financial-advice.