SortMe

Growth

Track your whole net worth, know exactly where you stand

You know roughly what you're worth. Roughly is the problem. SortMe's Growth hub puts your property, mortgage, KiwiSaver, investments and cash on one screen and keeps the number current — so decisions about the next 12–24 months start from the truth.

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The SortMe Growth tab: net worth with cash, property, equities, KiwiSaver and debts broken out, and the trend over time
Three people looking at their finances on a tablet and a phone

Net worth

The full balance sheet, not just the bank balance

A net worth number that skips the house and the mortgage is a bank balance with ambitions. SortMe tracks the lot: property, KiwiSaver, equities, crypto, term deposits and cash, against the mortgage and every other liability. Connected accounts update themselves; assets like property you value yourself and adjust when it changes.

  • Assets: property, KiwiSaver, equities, crypto, cash, term deposits and more
  • Liabilities: mortgage accounts with smart auto-detection, plus loans and cards
  • Watch the trend over time. The number that tells you if the plan is working

Mortgage

Fixed-rate expiry alerts, before it matters

Thousands of NZ households refix in late 2026, and the difference between a rushed refix and a considered one is real money. On a $600K loan, 0.3% is about $150 a month, or roughly $5,400 across a three-year fix. SortMe watches your fixed-rate expiry dates and alerts you well ahead, so you shop the rate instead of accepting the rollover letter.

  • Connect your mortgage and SortMe auto-detects mortgage accounts
  • Alerts ahead of every fixed-rate expiry, for every split loan
  • Your mortgage balance feeds straight into your net worth trend

KiwiSaver

Track your KiwiSaver and get alerts when it's time to review

For most households, KiwiSaver is the second-biggest asset and the least-watched one. Connect it and your balance sits in the Growth hub next to everything else. When you want to know whether you're in the right fund for your timeline, SortMe's fund check can connect you with a vetted adviser. SortMe surfaces the question; a human helps with the answer.

  • KiwiSaver balance tracking for both partners' accounts
  • Fund check with referral to a vetted adviser (SortMe doesn't give regulated financial advice)
  • See KiwiSaver in context: next to the mortgage, the shares and the goals

Investing

Your investments, in the same picture

Sharesies here, Kernel there, a bit of crypto somewhere else — each app shows its own slice and none shows the whole. Connect your investment accounts and they roll into your net worth automatically, so "how are the investments going?" has one view instead of four different apps.

  • Sharesies
  • Kernel
  • Crypto
  • Equities
  • Term deposits
  • Investment account connections including Sharesies, Kernel and others
  • Crypto and equities tracked alongside everything else
  • Foreign-currency holdings auto-convert to NZD

Growth is the destination. These get you there.

Goal Setting

the deposit top-up, tracked on real accounts

Learn more →

Cashflow Forecasting

see the surplus that feeds your net worth

Learn more →

SortMe AI

ask "what’s our net worth done this year?"

Learn more →

Net worth questions, answered

What counts toward my net worth in SortMe?
Everything you own minus everything you owe: property, KiwiSaver, equities, crypto, cash and term deposits, against your mortgage and other debts. Connected accounts update automatically; manually valued assets like property you update when the value changes.
Can SortMe track my mortgage?
Yes. Connect your bank and SortMe auto-detects mortgage accounts, tracks the balance, and alerts you ahead of fixed-rate expiries so you're never refixing in a rush.
Does KiwiSaver tracking show my transactions?
KiwiSaver connections are balance-only, so you'll see your current balance and how it changes over time, in the same view as the rest of your money.
Which investment platforms connect?
Sharesies and Kernel among others, plus crypto and equities tracking. Foreign-currency accounts convert to NZD automatically.
Is it safe to connect all of this?
All connections are read-only, so SortMe can never move your money, and everything is protected with bank-grade AES-256 encryption. We've passed a Google Security Audit. Full details on Data Security .

Secure your family's financial future

Create a financial future that gives your family opportunity and freedom. It starts with a plan and a structure to hold it. That’s SortMe.

Try SortMe for $1

See pricing · 7-day trial for just $1 · Cancel anytime · 30-day money-back guarantee

The average SortMe user finds $2,371

Not by budgeting harder — by finally seeing everything in one place. The subscription that crept up, the fixed rate about to roll over, the cover you're paying for twice. See what's hiding in yours.

Try SortMe for $1

See pricing · 7-day trial for just $1 · Cancel anytime · 30-day money-back guarantee

See your whole financial life by tonight

Connecting your accounts takes about ten minutes. No spreadsheet, no shoebox, no nine separate logins — just one clear picture and a straight answer about what to do next.

Try SortMe for $1

See pricing · 7-day trial for just $1 · Cancel anytime · 30-day money-back guarantee