GoalGetters pick of the financial products

This month, our focus is on financial goals. Here are some of my favourite products to help you reach those goals.

Disclaimer: GoalGetters uses affiliate links to help support the running of the website. However, I don’t recommend any product that I don’t genuinely endorse.


If you follow the GoalGetters site, you may have noticed that I have a bit of an obsession with planners. A good planner can really help towards goal success. To help plan your financial goals, I recommend the following:

Boxclever Press Budget Planner: This stylish planner has all the trackers you need to stay on top of your finances. It’s reasonably priced, even with shipping to NZ or the UK.

Boxclever press budget planner

On the downside, it doesn’t have space for goal-setting or reflecting on your motivation – but you could do this separately, and then have an image that you keep with your planner. There is also only space for 7 monthly bills, so if you have more than that and aren’t able to consolidate, this may not be the option for you. Other expenses can be captured in the daily expenses tracker.

Happy Planner budget extension

For my fellow happy planner fans, there are options to customise your planner to help reach your financial goals. The Budget Extension Bill Organizer contains expense trackers, monthly budget worksheets, bill checklists and budget reviews to add to your happy planner. The packs are 6-monthly, so order two if you want them for the whole year.

Another great happy planner add on is the Budget Fill In stickers pack. This pack has 30 pages of planner stickers to help make managing your budget fun!

Budget Keeper cash envelope system

For those who prefer to budget by physically separating your cash, this budget keeper cash envelope system is for you. This set is great value, with 96 envelopes included (12 colours, 8 of each). Each envelope has a ledger on to help you keep track of your spending.


There are so many books to help you reach your financial goals! Here are a few from my reading list.

Think and Grow Rich by Napoleon Hill

Think and Grow Rich by Napoleon Hill is one of the best-selling books of all time. Hill was commissioned to interview the most successful business people of his day, with a goal of determining the formula for success. He came up with 13 guiding principles, many of which hold true to this day. This version is the original 1937 text. There are modernised versions available, but I’ve chosen an original one to prevent loss of meaning.

TarcherPerigee have a whole series dedicated to Think and Grow Rich, including this workbook, and this edition tailored specifically for women.

Get Rich, Lucky Bitch by Denise Duffield-Thomas

Another book tailored for women, and addressing money mind blocks that many of us have is Get Rich, Lucky Bitch by Denise Duffield-Thomas. Based on personal experience, Duffield-Thomas grew tired of chronically under-earning, and set about addressing that until she doubled, and then tripled, her income. In this book she shares her methods so that you too can overcome your money mind blocks and start making the money you deserve. Available from Amazon UK here, or Mighty Ape (NZ) here.

Rich Enough? by Mary Holm

Rich enough?: A laid-back guide for every kiwi, by Mary Holm is a comprehensive guide to personal finance matters. Holm is credited as ‘New Zealand’s most trusted money expert’, and this book walks you through the pros and cons of different approaches to various personal finance issues. Although targeted at New Zealanders, the underlying principles will apply to any reader. This is also available on Amazon.Com here, or Amazon.co.uk here (the main link is to Mighty Ape, as this is a New Zealand product).

The Barefoot Investor for Families

A great resource to help teach kids financial literacy is the Barefoot investor for families, by Scott Pape. Pape’s style is simple and fun, appealing to kids while teaching them valuable skills like saving money on household bills, or cooking nutritional meals from scratch.

Save Make Do by Lyn Webster

Save Make Do: Slash your grocery bill while living sustainably by Lyn Webster is a great source of inspiration for those who are trying to avoid consumerism, especially through the supermarkets. Webster is well-known in New Zealand for making a little go a long way. She shares valuable tips in this book to help you do the same. The link above is to buy the book from Mighty Ape. Click here for Amazon.com, or here for Amazon UK.

What are your favourite products to help with your financial goals?

Leave a comment to let me know 🙂

8 Replies to “GoalGetters pick of the financial products”

  1. I like the selection of financial-based products. And I just might have to download that “Think Rich, Lucky B*tch.” It sounds like too much fun! Thanks for sharing an inspiring post!

  2. Great post! Love ‘Think and grow Rich’. One more of Napolian Hill’s I used is ‘Success’ which was published just before ‘ Grow Rich’. They both are simply awesome. Thanks for sharing this inspirational article.

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