Add another expense? Fill in the entry below and click on the
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Your total expenses are:
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$0.00
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Top tip: Estimating your expenses
Check your account and credit card statements for all your income and expenses.
The more information and detail you enter into the Budget Planner the more accurate
the results will be.
This material is for information purposes only. Its content is intended to be of
a general nature, does not take into account your financial situation or goals,
and is not a personalised financial adviser service under the Financial Advisers Act
2008. It is recommended you seek advice from a financial adviser which takes into
account your individual circumstances before you acquire a financial product. If
you wish to consult one of The National Bank's financial advisers, please contact
us on 0800 18 18 18.
To complete your budget planning, please enter information
Summary of your income and expenses
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Total after-tax income
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$0.00
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Total expenses
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$0.00
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Surplus
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$0.00
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Expenses summary
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Category
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Amount
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Percentage of
your expenses
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What now?
You’ve made a good start to budgeting – take some time to review or
discuss your results. You can either print your Budget Planner or save it as either
a PDF or an excel document for future use.
Have you considered...
Organising your savings and investments can be simple. All you have to do is decide
what your goals are, and we can help you find the best way of achieving them.
More information
If you’d like to talk further about any of these options, call
0800 18 18 18, contact any branch, or
e-mail us.
A copy of the Bank's Disclosure
Statement under the Reserve Bank of New Zealand Act 1989 is available on
this website or on request from any National Bank branch, free of charge.
You'll need Adobe Acrobat Reader to read the PDF version. If you don't have it,
don't worry - it's free. Just follow this link to the Adobe site to download a copy.
The taxation treatment of Portfolio Investment Entities is covered in the
Investment Statement (PDF 138KB).
* ANZ Investment Services (New Zealand) Limited is the issuer/manager of the National
Bank Call Fund. The New Zealand Guardian Trust Company Limited is the Trustee of
the Fund. The National Bank of New Zealand, part of ANZ National Bank Limited is
the distributor of units in the Fund. Units in the Fund do not represent deposits
or other liabilities of ANZ National Bank Limited. An investment in the Fund is
subject to investment risk, including possible delays in repayment and loss of income
and principal invested. No member of the ANZ National Bank Limited Group, the New
Zealand Guardian Trust Company Limited or any other person guarantees (either partially
or fully) ANZ Investment Services (New Zealand) Limited or the capital value or
performance of the Fund or any other products issued by them.
^ A copy of The National
Bank KiwiSaver Scheme Investment Statement is available as a PDF at the
below link, or you can request one to be sent to you by calling 0800 156 020 Guardian
Trust Superannuation Trustees Limited is the issuer of The National Bank KiwiSaver
Scheme, ING (NZ) Limited is the Administration and Investment Manager and The National
Bank of New Zealand, part of ANZ National Bank Limited, is the Distributor. Units
in the Scheme do not represent deposits or other liabilities of ANZ National Bank
Limited. Units are subject to investment risk, including possible delays in repayment
and loss of income and principal invested. No member of ANZ National Bank Limited
Group, ING Group, Guardian Trust Superannuation Trustees Limited, its parent and
their respective directors or any other person guarantees or secures (either partially
or fully) ING (NZ) Limited and its subsidiaries or the capital value or performance
of the Scheme or any other products issued or managed by them.