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.

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Client Results

On Average Our Clients Plan for:

198000

Retirement income per annum

3300000

Income producing assets (nest egg)

Years till retirement

*Clients onboarded and working with MyFuture

Start your journey

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.

About us

A boy on a mans shoulders holding a wooden toy plane

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.

Our services

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.

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Services

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.

Financial Planning

We develop strategies to help you achieve your financial goals, whether it’s buying a home, planning for education, or maintaining your lifestyle into retirement.

Debt Management

We ensure you’re on the most efficient debt structures, minimising interest costs to help you pay off debt in record time.

Monthly Monitoring

We track your spending and savings, providing insights on your financial habits and helping you stay on target.

Managed Funds

We recommend managed funds to help you hit your savings goals faster and maximise your retirement income.

Property Investment

We assist with finding and managing suitable investment properties, working with reputable developers to get you the best opportunities.

KiwiSaver Savings

We ensure you’re in the most suitable KiwiSaver fund and that your contributions align with your overall financial goals.

Personal Risk

Our in-house insurance expert reviews your policies to ensure you have the right level of personal insurance for your needs.

Let's Talk

Talk to a Qualified Financial Adviser Today

Get ahead with specialist financial advice from one of our friendly qualified financial advisers.

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Our Process

What to Expect

We follow the 6-step financial advice process which is the international benchmark for providing financial advice

Steps 1 and 2

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.

Get started

A mother and son sitting in long grass looking out at a beautiful view of mountains

Steps 2 and 3

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.

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A family sitting together smiling and laughing

Step 5

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.

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Step 6

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.

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Don't just take our word for it! Listen to our Clients

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"100% would highly recommend MyFuture. They have been our financial advisor for the past seven years, helping us set and achieve our financial goals. Our relationship with them has been nothing but easy and educational. They make finances look so easy and simple, which it should be. The team are nothing but professional, efficient, and highly experienced."

Kathleen

"We are one year into our Debt Reduction and Asset Accumulation Programme with MyFuture. We are blown away by the progress we have been able to make with the guidance, support, knowledge, and service they have provided us. We would not have been able to achieve as much on our own. MyFuture is just an email or phone call away for all our random questions and any advice we need to help us make better-informed decisions on next steps. Looking forward to the next 12 months and beyond!"

Grant & Amanda

"I have loved working with Lara and Jon at MyFuture. They are so proactive and engaged, and really take the time to explain things if you don't understand. I first engaged them to help me achieve my financial goals by putting in place a long-term financial plan. Getting that back was really insightful and has helped me understand exactly what I can achieve. The first milestone has been the purchase of my first investment property! As a first-time property purchaser, the process seemed quite overwhelming, but Lara and Jon were with me every step of the way and took a lot of stress off my hands. I'm really looking forward to continuing the relationship."

Clarissa

Lara Jane was very professional and easy to talk to from day one. We discussed my current financial position and what I was hoping to achieve in terms of my personal financial goals and the timeframe in which I hoped to achieve that. After our initial virtual meeting I was provided with a detailed plan outlining how I might achieve my goals. It was realistic about what was possible given my current circumstances. My follow up meeting to discuss the plan was informative and educational in terms of what the financial terms meant and my responsibilities in relation to the plan.

Cheryl Britton

"I got in touch with MyFuture because I'd listened to enough personal finance podcasts that suggested contacting a financial advisor. I'm so glad I did because there is only so far general financial advice can take you. MyFuture’s speciality is helping people achieve financial freedom and, even though I'm fairly early in what will be a years-long journey with them, I'm confident I'm in the best possible hands. They have put in place a plan that I could never have sorted out myself, no matter how many podcasts, books, or articles on the topic I consumed. MyFuture is great at explaining stuff, extremely responsive, very personable, and non-judgmental. They get that I don't want to live off mayonnaise sandwiches, give up makeup, and move back in with my parents in order to achieve my financial goals. They work with what you're willing to change or commit, rather than asking you to make unrealistic sacrifices. They know it's important to enjoy life now as well as attain that freedom down the track. This means a lot. I have recommended MyFuture to many friends and acquaintances already - as someone in their 30s, the timing couldn't be better to get a financial advisor setting you up for the best possible future. Thanks for everything so far."

Britt

"Thanks for your help and guidance over the last couple of years. Getting your help was the best financial decision we ever made."

Liam & Victoria

Our Partners

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.

Our Blog

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.

Smiling couple reviewing financial documents with a female adviser in a modern room.

Success Stories

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.