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 Auckland based financial advisers providing everyday Kiwis with a one-stop shop for financial advice and investment planning services throughout New Zealand. 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, financial planning to retirement planning, 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.
Information is cheap.
Decisions are hard.
Execution is rare.
With so much financial information now available online and through AI, the challenge is no longer finding options. The challenge is knowing which option is right for you and then actually following through. That’s where MyFuture helps.
How Our Financial Advisers Help You Make Confident Financial Decisions
Most people don’t need more information. They need help making sense of their options, choosing the right path, and following through. Our advice process is designed to move you from uncertainty to clarity, then into action.
We follow the 6-step financial advice process, which is the international benchmark for providing financial advice.
Understand Your Decision
We start by understanding your goals, financial position, and the decision you’re trying to make. You may already have done your own research, used AI, listened to podcasts, or compared options. That’s completely fine — our role is to understand where you’re at and where you feel stuck. We do this during a Discovery Session.
Validate, Refine or Rebuild
Next, we review your situation, run the numbers, and assess the options available to you. Sometimes your thinking is on the right track. Sometimes it needs refining. And sometimes a different strategy is required. Our job is to help you make a confident, well-informed decision based on your life, your goals and your long-term financial future.
Take Action
A good decision only matters if it gets implemented. Once you decide on the right strategy, we help you put it in place. Whether that involves restructuring lending, setting up investments, reviewing insurance, updating KiwiSaver, or working with other professionals. We don’t just hand you a plan and leave you to figure it out. We're here with you for the entire journey.
Stay Accountable
This is where long-term progress happens. We continue to monitor your position, review your strategy, and help keep you accountable as life changes. Whether interest rates move, your income changes, you receive an inheritance, buy a property, or simply need guidance on the next decision, we’re here to help you stay on track.
Don't just take our word for it! Listen to our Clients
Check out our Auckland clients' stories.
Alex
Clarissa
Grant & Amanda
Kathleen
Cheryl Britton
Jess
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.