Get a SortMe Financial Coach

Like having a personal trainer for your money.

NZ-based, professional, licensed advisors ready to help you through your financial journey.

We’ll tee you up with a licensed financial advisor, aka financial coach, that can teach and guide you to financial freedom. It doesn’t matter where you are in your financial journey, we have an advisor waiting to help you.

How it works

Match with an coach

Everyone's financial situation is slightly different. We'll match you with an advisor that suits you and your unique financial needs.

Your strategy session

Your advisor will work with you to create a strategy to help you get to your financial goals.

Monthly check in’s

There's really nothing like having someone in your corner a professional that's gonna hold you accountable and adjust things along the way.

Frequently Asked Questions

Who are the advisors?

Our advisors are professional, licensed financial experts based in New Zealand. They’re here to guide you through your financial journey, whether you're looking to save more, invest smarter, or just get better control over your money. Think of them as personal trainers—but for your finances!

Who will be helping me?

You'll be matched with a financial coach who understands your unique situation and goals. They’ll work with you to create a game plan, keep you accountable, and adjust your strategy as life changes. No judgment, just expert guidance to help you take control of your finances and get you winning.

Is getting a SortMe Financial Coach right for me?

If you’re looking to grow your savings, get to a house deposit, reduce debt, invest wiser, or just get a clearer picture of where your money is going, a SortMe coach is a great fit. Whether you're just starting out or already on your way to financial freedom, having a coach in your corner makes all the difference.

How much does it cost?

SortMe offers affordable plans designed to fit different financial needs. The exact pricing depends on the level of coaching and support you choose. This ranges from $80 per month to $200 per month. Some programmes may include an initial starting fee. Sign up and one of our match-makers will discuss your options and match you with a coach that suits your needs.

How long does it take to match with an advisor?

We’ll match you with an advisor as quickly as possible—usually within a few days. We take the time to pair you with the right coach based on your needs, so you get the best support and advice for your financial journey.

How will I communicate with my advisor?

You can connect with your advisor through online calls, emails, or messages—whatever works best for you. They’ll also get alerts, through their SortMe interface, if there are times when they should intervene.

10,000+ users

Join the thousands of users that have taken control of their finances with SortMe.

Very easy to use platform - much nicer UX than other 'budgeting'/'tracking' software I've used previously. Swift replies from Customer Support (or directly from the CTO!) with any queries. Loving the daily update for keeping me in the know with money in and out.

Katie

SortMe has done all the thinking behind what I need to set up a realistic budget, have oversight into my financial position, and make positive financial steps. I love the tips for saving it gives based on my spending - the random subscriptions that I didn’t want but hadn’t been able to quite nail down have been nailed down and cancelled! Super user-friendly. Highly recommend SortMe.

Jillian K

I found a $780 transaction that I had forgot to expense back to the company. SortMe has already paid itself back may times. Brilliant.

Phil W

SortMe is a fantastic way to manage your finances. A solid 9/10 so far in terms of everything I’d hope for. I found it very seamless and a lot less convoluted than other apps out there.

Adrian H

I wish I had this software years ago, it is dramatically changed my approach to spending. A game changer for me! Super easy to use and data presented in a meaningful way that keeps you motivated and not to spend too much!

Petra

Easy to navigate. Easy visuals to track spends and proportion of income on spends. Particularly like the recurring transactions feature.

Shaunee M

SortMe has helped us find and cancel app subscriptions we didn't need. Saving us over $2,000 per year. It's so worth it.

Tim P

Before we found SortMe, we found it overwhelming trying to manage the various accounts between us. We could never quite figure out where our money was going. As soon as we signed up to SortMe, that changed instantly. We could see exactly what we were spending and where we needed to pull back. Amazing tool. Highly recommend.

Stacy & Craig

SortMe is a great free tool to help you understand where your money goes. It is more comprehensive than some paid tools on the market and easier to use.

Erica

SortMe is the perfect solution for taking control of my finances. Many useful features (bank connection, automatic categorisation, budgeting, net worth, etc) that really tick the boxes of everything I could want from personal finance software. Finally found an upgrade from the homemade Excel spreadsheet!

Tim T

I have already recommended you! I've been made to feel comfortable, and welcome. There is no judgement! The website is informative and easy to navigate. You make it seem like financial freedom is possible!

Kura Walker

My go-to for financial management, streamlining the chaos of multiple apps. It's an invaluable tool, simplifying the process with useful features like net worth, transactions, and goal setting. Now, I can easily track my financial health, contributing not just to financial clarity but also improving my overall well-being.

Daniel B

Recommended by industry professionals

SortMe is the recommended money management app by financial advisors.

Recommended by industry professionals

SortMe is the recommended money management app by financial advisors.