Enquire now Call Desk Profile Picture 09 849 6285
Enquire now Call Desk Profile Picture 09 849 6285

Financial Goals Template

Achieve your savings goals. Saving for a home, paying off debt and planning a holiday are all possible with our free Goal Setting Template.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Tablet displaying MyBudget’s Financial Goals Template for New Zealand users, showing goal setting, motivations and action steps.

A free Goals Template to help you set goals you can achieve

Set your goals

Set your goals

Start with what matters most. Use the financial goals template to write down exactly what you want to achieve.

Turn goals into actions

Turn goals into actions

Turn each goal into a plan. Break big goals into smaller steps so you can stay on track and see progress every month.

Reflect and reset

Reflect and reset

Look at what’s working and what’s not. The savings goal planner makes it easy to adjust your actions and stay focused as your priorities change.

Tammy Barton, MyBudget Founder and Director, leading a personal budgeting service that has supported more than 130,000 people for over 25 years.

Tammy Barton | Founder and Director

The MyBudget difference

  • Get a customised budget plan to help you live the life you want
  • Relax while we do all the work to keep your budget on track
  • Save money faster with money experts and an automated system
  • Stay ahead with free money tools and resources.
Enquire today

MyBudget FAQs

Can’t find what you’re looking for? See more FAQs…

  • MyBudget is a personalised budgeting service available throughout New Zealand that helps you stay on top of your bills, reduce debt and build savings. Your dedicated Money Coach works with you to create a personalised budget and a 12-month financial plan, giving you a clear view of what’s ahead and ongoing support to help you stay in control of your money with confidence.

  • MyBudget delivers unique budget help by pairing expert Money Coaches with a personalised 12-month financial plan that provides long-term clarity. We go well beyond simple spreadsheets by actively managing your bill payments, tracking progress, and holding regular coaching sessions to protect your goals. It is all about empowering Kiwi couples and mortgage holders to reduce debt, grow savings, and live life free from constant money worries.

  • Yes, we can absolutely help you plan and achieve specific milestones like a holiday or house deposit. Through our personal budget service, we analyse your cash flow to build a realistic roadmap that fits your specific timeframe. We provide the structured, hands-on support needed to successfully manage family finances and accelerate your progress. Our money coaches handle the details to keep you on track, helping you build lasting wealth and live completely free from money worries.

  • MyBudget helps you increase your savings by creating a personalised budget that prioritises your financial goals. Your Money Coach works with you to manage bills, reduce unnecessary spending and build a realistic savings plan. You’ll also see up to 12 months ahead, making it easier to stay on track and save consistently.

  • Whether you’re saving for a home, paying off a credit card, building an emergency fund or planning a holiday, the MyBudget budgeting app makes it simple. Your personalised budget includes these goals, and the app shows your progress in real-time.

  • It starts with a quick, obligation-free chat with one of our Money Coaches to get the budget help you need. In just ten minutes, we will discuss your goals and demonstrate how a personalised 12-month financial plan can help you get ahead, pay down debt, and build your savings. We do the heavy lifting to organise your family finances. Your journey to living life completely free from money worries begins with that very first conversation.