Let Our Financial Advisers Help You Achieve Financial Freedom
Whatever your financial goals are in life, whether you want to save on your mortgage, create wealth, or save tax, with the right amount of planning and time, it is possible.
On Average Our Clients Plan for:
Retirement income per annum
Income producing assets (nest egg)
Years till retirement
*Clients onboarded and working with MyFuture
Who is MyFuture
We are a down-to-earth team of financial advisers providing everyday Kiwis with a one-stop shop for financial advice and investment planning services. We offer:
- Personalised financial advice tailored to your needs and goals.
- Help with investment planning and wealth creation.
- On-going support throughout your financial journey.
What Does This Mean for You?
Regardless of where you are on your financial journey, we can help you be smart with your money to ensure you’re on track to achieve your financial goals.
- We develop a customised financial plan to suit your unique circumstances.
- We provide guidance on effective saving and investment strategies.
- We offer ongoing support and advice as your financial situation evolves.
- We ensure you make informed decisions to achieve your short, medium, and long-term financial goals.
Who is This For?
If you’re earning an income, you should have a personal financial adviser. Seriously, it’s that simple.
There’s a misconception that you need to be mega-rich to have a financial adviser, and while it’s true that many (most) financial advisers will only talk to you if you’ve got a large sum of money already in the bank, we at MyFuture work a little (a lot) differently in that we want to help you at the beginning of your financial journey to actually create wealth.
We’re in this for the long term, with you every step of the way as your trusted adviser.
How MyFuture can Help you Reach your Goals
Our team is here to provide tailored financial advice and support to help you reach your goals. From managing debt to planning for retirement, we've got you covered every step of the way.
Talk to a Qualified Financial Adviser Today
Get ahead with specialist financial advice from one of our friendly qualified financial advisers.
What to Expect
We follow the 6-step financial advice process which is the international benchmark for providing financial advice
Discovery Session
This is our opportunity to get to know you better, understand your financial goals (short, medium and long-term), and what resources you have to achieve those goals.
Research & Recommendations
During these steps, we do the research, run the numbers, document and present our recommendations to you. This can be a comprehensive financial plan focused on long-term wealth creation and/or a statement of advice focused on your more immediate financial needs. We will need to verify the information you provided during the Discovery Session by requesting supporting documents such as loan and savings account balances, payslips, etc. This ensures we are using highly accurate information when developing our recommendations.
Implementation
This step is all about implementing the recommendations. We don’t just provide the recommendation; we take responsibility for helping you implement it. This could involve helping you to complete application forms, working with a broker to restructure your lending, or finding you suitable investments. We understand you’re busy, so our goal is to make your financial world as easy as possible by doing as much as we can in-house for you. However, ultimately, we never have access to your money and cannot sign anything on your behalf, so you need to be an active, willing, and ideally enthusiastic participant in this process.
Ongoing Service & Reviews
This is where the real fun begins—managing and tracking your long-term financial success. We have periodic reviews to ensure your strategy is still appropriate if your goals or circumstances have changed. We adjust when necessary and provide annual snapshots so you can see your progress over time. Most importantly, you have your very own trusted Personal Financial Adviser available anytime to help with the little or big stuff. Worried about making next month’s mortgage repayments? Call us. Your parents gave you an early inheritance? Call us. Broke up with your partner and split all your assets? Call us! We’re here for you every step of the way to ensure that whatever life throws at you, you stay on track with your long-term financial goals.
Don't just take our word for it! Listen to our Clients
Britt
Jess
Liam & Victoria
Cheryl Britton
Grant & Amanda
Clarissa
We're Proudly Partnered with:
These are some of the providers we currently work with, but we are not aligned with any one provider, and we will make recommendations that best meet your needs.
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Explore our Blog for Useful Information & Tips
MyFuture has many great stories, tips and tricks for financial advice in NZ. Check out some of the posts on our blog.
Client Success Stories
In the ever-changing financial landscape, having a trusted Personal Financial Adviser by your side can make all the difference. We've helped hundreds of clients across New Zealand pave their way to achieve financial freedom and create wealth, but don't just take our word for it — read some of our inspiring client success stories.
FAQ's
Got questions? We’ve got answers. Here are some of the most common questions we receive from our clients.
A financial adviser is the best friend you never knew you needed, but when they’re there, you don’t know how you got on without them. Professional financial advisers save New Zealanders time, energy, and, most importantly, money. You might be able to drive a car, but an experienced Formula 1 driver will get the most out of it. Likewise, while it’s possible to manage your own finances, a financial adviser will provide specialist advice for every point of your financial interests, including tax savings, insurance, debt management, wealth creation strategies, and more.
When choosing a financial adviser, it’s crucial to seek out well-recognised professional credentials. That’s why MyFuture team members hold the New Zealand Certificate in Financial Services (Level 5) Version 2 (NZCFS5 V2) and provide advice on behalf of MyFutureNZ Limited, the licensed Financial Advice Provider (FAP). We are regulated by the Financial Markets Authority to provide financial advice and an investment planning service. But we don’t stop there. To ensure we offer our clients the utmost value, we are also licensed in Real Estate and have Mortgage Broking Certificates.
We offer our financial planning services throughout Auckland and the rest of NZ. Our team of financial advisers are all accredited with the New Zealand Certificate of Financial Services with a Board of Directors team that has over 30 years of experience in the field.
It’s never too early to approach your future. The good news is you don’t have to wait until you have an empty nest before you start paying off your mortgages and saving for retirement. Once you realise how easy it is to achieve your financial goals, you’ll wish you had found an investment adviser sooner.
At MyFuture, your first Discovery Session is completely FREE. Online or in-person, we’ll spend some time getting to find out about you and your entire financial situation, work with you to find your future goals, outline our investment service fees, and clearly confirm what you can expect from us throughout the financial planning process.
Fantastic! We will consider your existing investments when we develop your financial plan, then monitor these investments, as well as any new ones, along the way.
Awesome! We love working with entire families to create generational wealth. There are various ways to include your children. This could be setting up a managed fund they can access when they turn 18, or including them as a party to your own financial planning (assuming they’re old enough and earning an income).
Great question. We have financial advisory fees paid by the client directly to us when we provide financial advice and recommendations. If a client chooses to follow our advice and recommendations, we may receive commissions or fees from third-party product providers. We must disclose this information when making the recommendation to you, so don’t worry. We’re always 100% transparent and make sure you’re in the loop so you can make fully informed decisions.
You can find more information about our fees and sources of revenue on our public disclosure statement here.
Yes, we are regulated by the Financial Markets Authority (FMA). As financial advisers, we have a Code of Professional Conduct that we must adhere to. That means we must always exercise competence, knowledge, and skill when providing advice and recommendations, and that our fiduciary care is always to you, the client. This means that we always have to put your best interests first. We believe that this is not just a legal requirement, but an ethical one as well.
Our company office and financial advisers are in Auckland. However, as we conduct most of our business meetings via video calls, we have clients in a range of areas throughout the country. We are ready to support all New Zealanders, wherever they happen to be.
Major areas we service include:
- Auckland
- Wellington
- Christchurch
- Hamilton
- Tauranga
- Napier & Hastings
- Dunedin
- Palmerston North
- Rotorua