Talk to a SortMe expert
Talk to a SortMe expert, get your setup right
Two conversations happen on this call. "Is SortMe right for my situation?" if you're weighing it up, and "how do I get more out of it?" if you're already in. Both are with an NZ-based SortMe expert who knows the product and reads real household setups all day.
Free, for anyone
"Is SortMe right for me?"
Rental property, family trust, fortnightly pay, a business account tangled up with the groceries: bring the setup you've actually got. You'll get a real person on a video call (or phone, your pick) who'll tell you straight whether SortMe handles it, and how it would be set up if you went ahead. No script, no pressure, and if we're not the right tool we'll say so.
Already using SortMe? Same call. Bring the part you haven't got working yet.
Free, open to anyone, and no card required.
Included with your plan
Your SortMe consultations
A paid plan comes with one-on-one time with a SortMe expert, and most members forget to use it. Use yours to get your accounts connected properly, set your budget around the pay cycle you actually have, or walk through your Cashflow Forecast with someone who reads them all day.
These are SortMe consultations, not regulated financial advice. They're about the money you already have and what it could be doing. If what you need is a mortgage, an insurance policy or a KiwiSaver decision, that's a licensed adviser, and the introduction is free.
Members book straight from the app; you'll also get a nudge from us if a consultation's sitting unused.
Regulated advice
When you need regulated advice
KiwiSaver fund choices, mortgage structuring and insurance cover are regulated financial advice. That's licensed-adviser territory, and we've already vetted a network of them across NZ. Tell us what you need and we'll make a free, no-obligation introduction. You control whether they see any of your SortMe data.
The humans you'll be talking to
Carl
Founder
Built SortMe after years of watching smart NZ households run six-figure lives out of a spreadsheet and a feeling. Still takes intro chats himself.
Aidan
SortMe Expert
The one who'll find the subscription you forgot in 2023 and the fixed rate you should be watching.
Charlotte
SortMe Expert
Has seen every kind of bank statement; unshockable, whatever yours looks like.
