Saving Smarter at 75 – One grandchild at a time

When one of our customers reached out recently, her update stopped us in our tracks. She’s 75 years old, on a fixed income, and like so many others, determined to help the next generation. 

But this time, she’s doing it differently. 

Since starting her reset with Money Sweetspot earlier this year, here’s what she’s achieved: 

• Paid $2,000 toward her grandson’s wedding.
• Built an emergency fund of $1,500 (used $500 for a dental bill - and now building it back!).
• Started saving for another grandson’s wedding in 2027.
• Created separate savings accounts for all 9 grandchildren - with plans to save equally for each 

And the most powerful part? 

“Without Money Sweetspot, I wouldn't have been able to do this - you have taught me how to save money and how to revise my spending habits.” 

This isn’t just a financial reset. It’s a legacy in progress. 

With some guidance and serious determination, she’s swapped debt for discipline - and built a savings plan that works for her and her whānau. 

If you’re facing a big goal (or lots of little ones), remember - you don’t need to do it all at once, you just need to start!

Apply now for your own Financial Reset or learn how you can provide this support to your team through our Business Financial Wellbeing partnerships.

‍