What’s included in My Financial Footprint?

Financial Learning Workbench

There are six core topics available to you within the learning workbench. Within each one, you will have relevant tools, resources and learning lab videos.

There are different types of calculators, budgeting and planning sheets where you can enter your personal goals and set achievable outcomes. The resources will enrich your understanding of financial matters and provide tips on how you can become financially prepared. The non-advised information and tools are a guide only intended to assist you in getting started. For personalised advice seek the services of a qualified professional. The learning lab series are bite-sized educational videos created by credible professionals, providing you with practical tips and information. The financial learning workbench is constantly evolving with new material added regularly so it’s a good idea to check in every now and then to see what is new.

• Estate planning: In addition to creating a Will and understanding why it’s important to keep it updated, you will get to learn about the different components that go into developing a well-thought-out estate plan.

• Money Management: Improve your saving and spending habits, and plan short and long-term money goals through budgeting and debt management.

• Risk Management: Learn about the different types of insurance and where you might want to think about getting extra financial protection.

• Growing assets: Get a basic understanding of what investments are out there, and tips on how you can get started.

• Retirement planning: Find out what you need to be doing now in order to save and be comfortable for when you’re ready to retire.

• Wellbeing: Learn how to stay present and make micro changes to your behaviour and thinking in order to support improved wellbeing.

Digital Vault

With 1GB of storage, its purpose is to provide a safe place to store important documents such as your Will, life insurance and KiwiSaver papers. You can also record all your social media and digital accounts (ensure that your passwords are stored securely in a password manager app) and upload personal messages for those closest to you.

Estate Planning Tools

• Create an online Will or bring your own and maintain it with an annual Will update: Create your Will online with us using a fill-in-the-blank template then submit it to our professional Will drafters. When you get it back, check, sign, and witness it using our checklist.  If you already have a Will, you can store it in the digital vault along with other important documents. Each year on your account anniversary you’ll receive a notification that your annual update is available. You can then update your Will to reflect any life changes by using our platform with no added cost or choose to continue with your original provider.

• Professional drafters: Once your Will is submitted to us, it’s reviewed by one of our professional Will drafters who then turn it into an official document for you to sign and have witnessed.

• Physical storage: We can physically store your original Will in a flood and earthquake proof facility. Once it’s complete just post it to us at:  

  Footprint NZ Ltd

  Freepost Authority 256499

  PO Box 301637 Albany

  Auckland 0752, New Zealand

• Will notifications: Send a notification to whomever you choose to let them know your Will is stored in your digital vault and/or physically in our offsite location. They can’t get access to it but when the time comes, your executor will be able to which is all part of their executor duties.

• Consultation for complex Wills: If our system identifies that your situation requires a complex Will (this is less than 1% of our customers), we’ll refer you to our sister company Perpetual Guardian for a consultation. They will discuss your needs and advise you of costs, as a Footprint customer you will automatically get a $50 discount.

Encrypted security

All information that is passed between you and Footprint (including our online Will service) is authenticated and encrypted using 2048-bit Secure Socket Layer encryption. We use Go Daddy to provide this service.

This means that if your data or information is intercepted on its way to us, then it would be completely unintelligible. The internet browser shows a padlock in the address bar before the website address meaning the information is securely encrypted.

Special offers, discount & continuation option

Because we are all about looking after families, we provide you with exclusive access to estate planning offers as well as a friends and whānau discount on our retail products. If you change jobs you can still continue with a Footprint account through one of our retail products at a discounted rate.