Book Your FREE No Obligation Discovery Session
Your FREE, no obligation Discovery session is designed to help you get a better understanding of your current financial position as it relates to your specific financial goals, short and long-term, and what resources you have to achieve them.
What to expect?
You will walk away from your Discovery session with a clear understanding of:
- Your financial goals - if you don’t already have your financial goals clearly defined or unsure how you can achieve your current goals - we will help you clarify your goals and identify what’s realistic and achievable for your specific needs, situation and timeline.
- Your current financial position - where your opportunities are and if there are any gaps or areas for improvement specific to your financial situation.
- Strategic pathway to achieve your financial goals based on your current financial situation and timeline for achieving your goals.
In your Discovery session we will clearly outline what the entire financial planning process would look like and what levels of support we can offer going forward - from creating a detailed initial financial plan, to full implementation and on-going support throughout your entire wealth creation journey.
We will clearly outline our services, fees and define responsibilities for both parties throughout the entire financial planning process.
Who is this for?
Whether you are interested in restructuring your mortgage to pay down debt faster, creating wealth, planning for retirement, or generally wanting to make sure you are on track with your financial goals, both this year and long-term, you will benefit from talking to a MyFuture Personal Financial Adviser.
Our Process
Your FREE, no obligation Discovery session forms Steps 1 and 2 of the 6-step financial advice process that we follow, which is the international benchmark for providing financial advice.
What is our 6-Step Financial Advice Process?
The 6-step financial advice process is the international benchmark for financial planning. This holistic approach is proven to increase the likelihood of you achieving your financial goals.
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.
Get Started Today
Many people underestimate the power of financial planning and what they can achieve over the long term - we don’t want you to make the same mistake!
Start your journey towards achieving your financial goals today by booking your FREE, no obligation Discovery Session with one of our Personal Financial Advisers.
Book your Discovery Today
Still unsure?
Still Unsure if our FREE no obligation Discovery session is right for you?
Our friendly team of Personal Financial Advisers are here to help.
Get in touch with us today: