Financial Advisers in Wellington

Wellington is well-known for many things. Amidst the vibrant culture, the natural beauty, the striking architecture, and the abundant resources, one of Wellington’s best kept secrets is the strength of its intellectual capital.

If you live in Wellington or are planning to make a move to the area, you’ll find that Wellington is well-positioned to provide you with the personal, financial, residential, investment, and insurance resources that you need to thrive. The experts at MyFuture have your back and your goals at heart.

Working with expert advisers in any area can only improve your experience and performance. Having the insight of their knowledge and experience will ensure your needs are prioritised every step of the way.

The experts at MyFuture are perfectly positioned to guide you on your unique path to financial freedom. Our extensive experience working with individuals to identify their goals as well as any obstacles standing in their way is ready to be put to use for your benefit. We will work with you to determine the best strategies to help you realise your financial goals and create the future you deserve.

Our Financial Advisers love crunching the numbers to enable you to design an intelligent and informed financial plan. Our aim is to help you to grow your money and protect your assets in pursuit of your individualised goals, but without having to make drastic sacrifices.

Financial planning

Not everyone requires close coordination with a financial adviser for every financial decision, but it’s always a good idea to operate with an underlying financial plan. Financial planning ultimately means taking stock of your financial situation, figuring out what you want from your current and future lifestyle, and then finding the best course of action to connect the two.

We do the hard work so you don’t have to do the guesswork. We have happy clients living and investing in the Wellington area who took control of their money and planned wisely to build the future they dreamed of.

Investment Advice

There are countless options for Wellington residents to intelligently invest their hard earned money. To maximise your returns on investment, our experts will work with you to create a diversified investment portfolio that suits your unique risk profile and meets your broader financial needs and goals.

Whether you decide to invest in a mixture of shares, property, managed funds, savings accounts, ETFs or cryptocurrency, we can help evaluate the right balance of assets, levels of investment, acceptable risk, and ultimately financial upside of your investments so you can make your money work for you.

Residential property advice

Investing in property is an incredible opportunity and is currently the most popular investment vehicle among all options available to Kiwis. Whether you’re looking to own your own home, planning to buy and rent for extra income, or buy and flip for a lump sum, property investments in Wellington have a number of potentially opportunities. 

Nonetheless, investing in real estate is likely to be the biggest financial commitment you’ll ever make, so it’s not a decision you want to make without careful consideration. Our aim is to provide you with the support you need to make informed decisions and deliver a seamless transaction from start to finish. When you work with MyFuture, we minimise the stress of property investment so you can spend more time enjoying the fruits of the process.

Investing in real estate is not just about making the choice to invest. There are a number of important factors to consider, chief amongst them being your choice of mortgage loan. But if you’re looking for mortgage advice in Wellington, MyFuture can put you in touch with the most knowledgeable and capable mortgage advisers so you can make the most of your residential and real estate investments in Wellington.

Advice for planning your retirement

For most people, a comfortable retirement is the end-game for a life spent working hard at your chosen profession. But getting to the finish line requires a good start. A retirement plan is the first step to achieving financial freedom and it’s never too early to start planning for your future. 

Successful retirement planning is all about investing in your future, but it doesn’t have to mean sacrificing in the present. It is possible to set yourself up for an exceptional retirement while still enjoying your life along the way. At MyFuture, we are fully committed to making your retirement years as enjoyable and comfortable as possible by helping you to create a robust and foolproof retirement plan with your goals in mind.

Finding you the best personal insurance broker

When you’ve worked hard to earn, save, invest, and grow your financial assets, you want to do everything you can to protect your present and future well-being. While you can always have a healthy rainy-day fund for unexpected life circumstances, you can’t predict the future or how a surprise life event can knock you off your financial course. 

That’s why sufficient and appropriate insurance is your best true safety blanket. In today’s volatile, uncertain, and complex world, the best laid plans of mice and men may all be for naught. Having the right mix of insurance coverage for your home, your health, your income, and your assets will protect you from even the largest financial shocks. Your future is too valuable to leave to chance. Let MyFuture connect you with the best and brightest personal insurance brokers in Wellington and all across New Zealand who can meet all of your insurance needs. Rest easy knowing that the future you’ve worked to build is in safe hands.