Let Our Financial Advisors Help You Achieve Financial Freedom
Financial Advice & Wealth Creation
Are you ready to grab life by the horns? We all have dreams but unless you’re willing to make the right choices to create that future, your goals will always be just that, dreams.
Nobody likes the idea of pouring over their finances in order to find potential savings, or doing the research required to identify investment opportunities, except us. We hang our hat on using tried and trusted investment strategies that have been proven to work over and over again over the last 100 years. We combine this knowledge into a customised financial plan for you to achieve your dreams, one financial goal at a time.
We have so much faith in our service that we are willing to conduct a FREE Discovery Session with you so that you can begin to understand exactly what is possible for you and your family.
Most people tend to underestimate what they can achieve financially over the long-term. Whatever your goals are, whether you want to pay off your mortgage, pad your wallet, or even just minimise your taxes, your dreams can be your reality. But like every worthwhile journey, you can’t get there without taking the first step.
What Is Financial Advice?
Financial advice 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 advisors will save you 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 advisor will provide expert guidance in every aspect of your financial life, from savings and investment strategies to insurance, real estate, and more.
The MyFuture team are dedicated Financial Experts specialising in helping you achieve financial freedom through debt management, tax savings, and wealth creation strategies that show you how to make money and manage your finances.
We share our experience with you to provide the best methods to grow your money and protect your assets, no matter your earnings or your goals. We will work with you to craft financial strategies that are realistic and achievable. We do the hard work so you don’t have to do the guesswork, giving you confidence and peace of mind that your future is safe.
Why Is Financial Advice Important?
Planning for your future can be a gargantuan task filled with confusing terms, tax traps, risky decisions, but also an abundance of wealth. Whether you’re close to retirement or you have decades to plan for it, MyFuture has customised strategies to maximise your financial well-being and secure your future. Challenge yourself and start your journey today to see what you can achieve in 1, 5, 10 or 20 years time.
Call or email us today for your no obligation free Discovery Session.
Feel free to speak to a financial advisor in our Auckland office, yet please contact us to make an appointment prior.
We help you accumulate wealth and achieve early financial freedom.
Our financial advisors do this through wise financial control, effective debt management, taxation planning and investment in asset classes appropriate to your personal situation.
We provide you with a detailed personalised strategy showing you how you can achieve your financial goals.
These strategies are developed in consultation with the appropriate members of the MyFuture Advisory Panel and are prepared in house by our professional financial advisors.
Once you approve your personalised strategy, our financial advisors then work with you to manage the long-term implementation.
We want to help you achieve your goals.
MyFuture financial advisors are passionate about helping you accomplish your financial goals because we believe helping you, also helps our community and our future generations.
We believe that eventually, the government will begin to means test the pension in the same way they do overseas. When they do, will you be prepared? For every Kiwi we help to become financially independent, we ensure that no matter what the government decides regarding pensions, you will continue to enjoy the lifestyle you want.
The magic in financial management is the numbers do the talking. New research from the Financial Services Council shows that New Zealanders who seek financial advice:
- Receive 4% better investment returns;
- Travel more, save more, invest more, and overall have more;
- Have higher life, income protection, and critical illness insurance cover;
- Rate their holistic wellbeing as significantly increased;
- Rate their financial well-being as high or very high;
- Are more able to live within their means;
- Are able to pay down debts quicker.
What Is Our 6-Step Financial Advice Process?
Getting you from zero to hero is as easy as following 6 simple steps:
1
Establish and define our relationship with the client
We offer a no obligation FREE Discovery Session to get to know each other which can take place either online or in a location of your choosing. Within this free Discovery Session we take the time to get to know you, understand your current financial situation, and work with you to identify your hopes and dreams for the future – clearly outlining our services and fees and define both your and our responsibilities throughout the entire financial planning process.
2
Gather our client’s data and familiarise with their goals
Next, we get into the nitty gritty of your assets, debts, income, and expenses and gather the facts to better understand what your current situation is, what you want to achieve, and what resources are available to help you accomplish those goals. Together, we will evaluate the time frame to start seeing results and reach your goals, as well as assess the level of risk you’re comfortable with.
3
Analyse and evaluate your financial status
We use our expertise to analyse and evaluate your financial status and ability to reach your goals through various options. Depending on what services your plan includes, this may include analysing assets, liabilities, cash flow, current insurance coverage, retirement planning, investment opportunities, or tax strategies.
4
Develop and present our financial plan recommendations
Our Advisory Panel develops a detailed strategy outlining how best to achieve your financial goals. Our recommendations will be presented to you in person. In most cases, there will be multiple options to consider to help you reach your goals. We will listen to all of your thoughts and concerns and make adjustments if necessary to meet your individual needs.
5
Implement our financial plan recommendations
Once you understand and approve the personalised recommendations and options, we then begin working with you to manage their implementation. This may involve connecting you to an appropriate professional at the right time to execute your strategy.
6
Monitor the implemented financial plan
This is where the real fun begins – managing and tracking your long-term financial success! We have periodic reviews to ensure that your strategy is still appropriate if your goals or circumstances have changed. We will also review the performance of your plan to assess the level of volatility and return and make sure you remain on track to achieve your short term, medium term, and long-term financial goals.
Talk To A Qualified Financial Advisor
How Do I Choose A Financial Advisor?
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 didn’t stop there. To ensure we provide the most value to our clients, we are also licensed in Real Estate and have our Mortgage Broking Certificates.
We provide 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.
We help you accumulate wealth and achieve early financial freedom.
Our financial advisers do this through wise financial control, effective debt management, taxation planning and investment in asset classes appropriate to your personal situation.
We provide you with a detailed personalised strategy showing you how you can achieve your financial goals.
These strategies are developed in consultation with the appropriate members of the MyFuture Advisory Panel and are prepared in house by our professional financial advisers.
Once you approve your personalised strategy, our financial advisers then work with you to manage the long-term implementation.
We want to help you achieve your goals.
MyFuture financial advisors are passionate about helping you accomplish your financial goals because we believe helping you, also helps our community and our future generations.
We believe that eventually, the government will begin to means test the pension in the same way they do overseas.
When they do, will you be prepared? For every Kiwi we help to become financially independent, we ensure that no matter what the government decides regarding pensions, you will continue to enjoy the lifestyle you want.
The magic in financial management is the numbers do the talking. New research from the Financial Services Council shows that New Zealanders who seek financial advice:
- Receive 4% better investment returns;
- Travel more, save more, invest more, and overall have more;
- Have higher life, income protection, and critical illness insurance cover;
- Rate their holistic wellbeing as significantly increased;
- Rate their financial well-being as high or very high;
- Are more able to live within their means;
- Are able to pay down debts quicker.
Who Should Speak To A Financial Advisor?
A common misconception is that financial advice is only for the wealthy. We believe trusted financial advice should be available to everyone, period. Whatever your current situation, the MyFuture team provides personalised recommendations to iron out the creases of your finances and guide you towards financial freedom.
Our clients come from all walks of life. Whether you’re self-employed, a young professional, a homeowner, a student, a lottery winner, a doctor, a teacher, an astronaut or an expat. MyFuture experts are masters in their field of helping you reach your financial dreams.
The team at MyFuture will provide a no obligation free Discovery Session which only takes 45 minutes of your time. In return, we aim to provide financial freedom.
Ask yourself these questions:
- Do you have time to research all the financial resources available to you?
- Are you concerned about your retirement funds and retirement plans?
- Do you have the background to understand if products are suitable for your financial goals?
- Are you comfortable taking responsibility for your financial decisions?
- Did you know that you have more rights if something goes wrong when you use a financial planner?
- Would you like to generate passive income?
If your answers to any of these questions leave you guessing, you can benefit from talking to a financial advisor!
What Areas Do We Serve?
Our main office and financial advisors are based in Auckland however as we conduct most of our client meetings via video calls, we have clients throughout New Zealand so are ready to work with you, wherever you happen to be.
Major areas we service include:
- Auckland
- Wellington
- Christchurch
- Hamilton
- Tauranga
- Napier & Hastings
- Dunedin
- Palmerston North
- Rotorua
When Should I Use A Financial Advisor?
It’s never too early to discuss your future.
The good news is you don’t have to wait until you have an empty nest before you start paying off your mortgage and saving for retirement. Once you realise how easy it is to achieve your financial goals you’ll wish you had started sooner.
Lara is fantastic to deal with. She has made a huge difference to the way we approach our finances and has given us a cohesive and achievable plan to work to. We would highly recommend her to anyone who is looking to create a retirement plan which they can feel confident in.
When we decided it was time to plan ahead for our retirement and our future, our research led us to MyFuture and we began working with Forrest. Forrest is knowledgeable and helpful and made us feel comfortable and informed throughout the whole process. She took the time to make sure we understood every step and no question was ever left unanswered. We have greatly appreciated her expert advice, encouragement and patience helping us get our financial affairs shipshape over the past 12 months and are excited to be taking the next step with the purchase of our first investment property.
We contacted Lara about 15 months ago when we started having serious thoughts of planning our retirement. Our email was answered within the day. From that day forward, we have had no doubt that we have chosen the right person to advise us on everything from debt reduction to asset accumulation. Lara's professionalism, excellent communication, and sincere passion has helped us achieve our goals. We would have absolutely no reservation recommending Lara and MyFuture to others.
We think it’s important to use the time that we have now to ensure we have the wealth in retirement. Lara at MyFuture has looked at our financial situation and listened to our current family goals and our retirement dreams. Using her incredible knowledge and experience she has provided us with a sensible plan that we can see will meet our long term expectations. The best thing is, it doesn’t stop there! Lara is consistently ensuring we are on track to achieve that plan. We feel like we are now on a team that is committed to our financial success. If we have any questions about how we are going what we are doing she is right there to explain it in simple terms. She has a great range of contacts to provide additional support is that is what we need. It is so great to know we have a plan in place and someone who is 100% committed to helping us achieve it. Thank you Lara. Words can’t explain how great you have been.
I found Lara Jane to be a highly experienced, enthusiastic and knowledgeable Financial Adviser. Lara Jane was a pleasure to deal with and I would highly recommend her for the expertise she provides in ensuring the clients’ financial goals are met.
Lara Jane is more than just a financial adviser. Her warmth, time and empathy for us allowed us to openly share our situation to reach a confident, reassuring solution. I’m so grateful our paths crossed!
We are 1 year into our Debt Reduction and Asset Accumulation Programme with Lara. We are blow away by the progress we have been able to make with the guidance, support, knowledge and service Lara has provided us. We would not have been able to achieve as much on our our own. Lara is just an email or phone call away for all our random questions and any advice we need to help us make a better informed decision on next steps. Looking forward to the next 12 months and beyond!
I found Lara Jane to be highly experienced, punctual, knowledgeable, friendly and put things into “easy to understand” terms. We would highly recommend Lara Jane for the expertise she provides.
Lara is an excellent communicator, accommodating and always puts clients first - cannot recommend enough.
We met Lara Jane at a Home Show event and have been so happy with her. Lara is very professional and follows up with everything, very pleasant to deal with, and has taken the stress out of our financial changes. We have no problem recommending Lara Jane to others and have sang her praises from the moment we signed up to MyFuture.
Lara was able to offer us a range of possibilities and opportunities that fit in with our lifestyle, and we are thrilled with the outcome and feeling way more secure than we were before. Lara Jane is highly skilled and nothing is too much for her. She went out of her way to give us the best service and always responded really quickly to any of our questions. A delight to deal with, I would have no hesitation in recommending Lara and her services at MyFuture to others.
The dealings we have had so far with Lara have been awesome. I really appreciate someone who says they will get back to you - and does!
Lara Jane is an intelligent, passionate professional keen to share her specific treasure of knowledge and networks. In her area of work I can be a self-confessed skeptic, but Lara Jane refreshed my views by introducing and delivering significant value on new concepts, which I have readily extended to close friends for Lara Jane to manage.
Lara has shown herself to be very approachable and only too willing to help us with answers to all sorts of questions. She has been very patient in this regard. When she hasn't had the answers herself, Lara has kept up great lines of communication so that we know what is going on at all times. We are confident Lara is the right person to be assisting us on our journey to financial freedom.
Lara Jane was very enthusiastic and keen to assist. Recommended.
Lara is fantastic to deal with. She has made a huge difference to the way we approach our finances and has given us a cohesive and achievable plan to work to. We would highly recommend her to anyone who is looking to create a retirement plan which they can feel confident in.
When we decided it was time to plan ahead for our retirement and our future, our research led us to MyFuture and we began working with Forrest. Forrest is knowledgeable and helpful and made us feel comfortable and informed throughout the whole process. She took the time to make sure we understood every step and no question was ever left unanswered. We have greatly appreciated her expert advice, encouragement and patience helping us get our financial affairs shipshape over the past 12 months and are excited to be taking the next step with the purchase of our first investment property.
We contacted Lara about 15 months ago when we started having serious thoughts of planning our retirement. Our email was answered within the day. From that day forward, we have had no doubt that we have chosen the right person to advise us on everything from debt reduction to asset accumulation. Lara's professionalism, excellent communication, and sincere passion has helped us achieve our goals. We would have absolutely no reservation recommending Lara and MyFuture to others.
We think it’s important to use the time that we have now to ensure we have the wealth in retirement. Lara at MyFuture has looked at our financial situation and listened to our current family goals and our retirement dreams. Using her incredible knowledge and experience she has provided us with a sensible plan that we can see will meet our long term expectations. The best thing is, it doesn’t stop there! Lara is consistently ensuring we are on track to achieve that plan. We feel like we are now on a team that is committed to our financial success. If we have any questions about how we are going what we are doing she is right there to explain it in simple terms. She has a great range of contacts to provide additional support is that is what we need. It is so great to know we have a plan in place and someone who is 100% committed to helping us achieve it. Thank you Lara. Words can’t explain how great you have been.
I found Lara Jane to be a highly experienced, enthusiastic and knowledgeable Financial Adviser. Lara Jane was a pleasure to deal with and I would highly recommend her for the expertise she provides in ensuring the clients’ financial goals are met.
Lara Jane is more than just a financial adviser. Her warmth, time and empathy for us allowed us to openly share our situation to reach a confident, reassuring solution. I’m so grateful our paths crossed!
We are 1 year into our Debt Reduction and Asset Accumulation Programme with Lara. We are blow away by the progress we have been able to make with the guidance, support, knowledge and service Lara has provided us. We would not have been able to achieve as much on our our own. Lara is just an email or phone call away for all our random questions and any advice we need to help us make a better informed decision on next steps. Looking forward to the next 12 months and beyond!
I found Lara Jane to be highly experienced, punctual, knowledgeable, friendly and put things into “easy to understand” terms. We would highly recommend Lara Jane for the expertise she provides.
Lara is an excellent communicator, accommodating and always puts clients first - cannot recommend enough.
We met Lara Jane at a Home Show event and have been so happy with her. Lara is very professional and follows up with everything, very pleasant to deal with, and has taken the stress out of our financial changes. We have no problem recommending Lara Jane to others and have sang her praises from the moment we signed up to MyFuture.
Lara was able to offer us a range of possibilities and opportunities that fit in with our lifestyle, and we are thrilled with the outcome and feeling way more secure than we were before. Lara Jane is highly skilled and nothing is too much for her. She went out of her way to give us the best service and always responded really quickly to any of our questions. A delight to deal with, I would have no hesitation in recommending Lara and her services at MyFuture to others.
The dealings we have had so far with Lara have been awesome. I really appreciate someone who says they will get back to you - and does!
Lara Jane is an intelligent, passionate professional keen to share her specific treasure of knowledge and networks. In her area of work I can be a self-confessed skeptic, but Lara Jane refreshed my views by introducing and delivering significant value on new concepts, which I have readily extended to close friends for Lara Jane to manage.
Lara has shown herself to be very approachable and only too willing to help us with answers to all sorts of questions. She has been very patient in this regard. When she hasn't had the answers herself, Lara has kept up great lines of communication so that we know what is going on at all times. We are confident Lara is the right person to be assisting us on our journey to financial freedom.
Lara Jane was very enthusiastic and keen to assist. Recommended.
Lara is fantastic to deal with. She has made a huge difference to the way we approach our finances and has given us a cohesive and achievable plan to work to. We would highly recommend her to anyone who is looking to create a retirement plan which they can feel confident in.
When we decided it was time to plan ahead for our retirement and our future, our research led us to MyFuture and we began working with Forrest. Forrest is knowledgeable and helpful and made us feel comfortable and informed throughout the whole process. She took the time to make sure we understood every step and no question was ever left unanswered. We have greatly appreciated her expert advice, encouragement and patience helping us get our financial affairs shipshape over the past 12 months and are excited to be taking the next step with the purchase of our first investment property.
We contacted Lara about 15 months ago when we started having serious thoughts of planning our retirement. Our email was answered within the day. From that day forward, we have had no doubt that we have chosen the right person to advise us on everything from debt reduction to asset accumulation. Lara's professionalism, excellent communication, and sincere passion has helped us achieve our goals. We would have absolutely no reservation recommending Lara and MyFuture to others.
We think it’s important to use the time that we have now to ensure we have the wealth in retirement. Lara at MyFuture has looked at our financial situation and listened to our current family goals and our retirement dreams. Using her incredible knowledge and experience she has provided us with a sensible plan that we can see will meet our long term expectations. The best thing is, it doesn’t stop there! Lara is consistently ensuring we are on track to achieve that plan. We feel like we are now on a team that is committed to our financial success. If we have any questions about how we are going what we are doing she is right there to explain it in simple terms. She has a great range of contacts to provide additional support is that is what we need. It is so great to know we have a plan in place and someone who is 100% committed to helping us achieve it. Thank you Lara. Words can’t explain how great you have been.
I found Lara Jane to be a highly experienced, enthusiastic and knowledgeable Financial Adviser. Lara Jane was a pleasure to deal with and I would highly recommend her for the expertise she provides in ensuring the clients’ financial goals are met.
Lara Jane is more than just a financial adviser. Her warmth, time and empathy for us allowed us to openly share our situation to reach a confident, reassuring solution. I’m so grateful our paths crossed!
We are 1 year into our Debt Reduction and Asset Accumulation Programme with Lara. We are blow away by the progress we have been able to make with the guidance, support, knowledge and service Lara has provided us. We would not have been able to achieve as much on our our own. Lara is just an email or phone call away for all our random questions and any advice we need to help us make a better informed decision on next steps. Looking forward to the next 12 months and beyond!
I found Lara Jane to be highly experienced, punctual, knowledgeable, friendly and put things into “easy to understand” terms. We would highly recommend Lara Jane for the expertise she provides.
Lara is an excellent communicator, accommodating and always puts clients first - cannot recommend enough.
We met Lara Jane at a Home Show event and have been so happy with her. Lara is very professional and follows up with everything, very pleasant to deal with, and has taken the stress out of our financial changes. We have no problem recommending Lara Jane to others and have sang her praises from the moment we signed up to MyFuture.
Lara was able to offer us a range of possibilities and opportunities that fit in with our lifestyle, and we are thrilled with the outcome and feeling way more secure than we were before. Lara Jane is highly skilled and nothing is too much for her. She went out of her way to give us the best service and always responded really quickly to any of our questions. A delight to deal with, I would have no hesitation in recommending Lara and her services at MyFuture to others.
The dealings we have had so far with Lara have been awesome. I really appreciate someone who says they will get back to you - and does!
Lara Jane is an intelligent, passionate professional keen to share her specific treasure of knowledge and networks. In her area of work I can be a self-confessed skeptic, but Lara Jane refreshed my views by introducing and delivering significant value on new concepts, which I have readily extended to close friends for Lara Jane to manage.
Lara has shown herself to be very approachable and only too willing to help us with answers to all sorts of questions. She has been very patient in this regard. When she hasn't had the answers herself, Lara has kept up great lines of communication so that we know what is going on at all times. We are confident Lara is the right person to be assisting us on our journey to financial freedom.
Lara Jane was very enthusiastic and keen to assist. Recommended.
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