Financial Advice Tauranga
If you’re after financial advice in Tauranga that feels real, not robotic, you’re in the right place. At MyFuture, we understand that life here has its own pace and priorities. That’s why we keep things straightforward. We’ll sit down and discuss what’s working, what’s not, and what you’d like to get sorted. It might be getting into a home, sorting your retirement, or just feeling more in control of your money. Whatever it is, we’ll work it out together, step by step.
And we’ll stick around - not just at the start, but whenever life changes and you need to check in.
Why Work With a Local Financial Adviser in Tauranga?
We believe that meaningful advice starts with understanding your world. Our Tauranga financial advisers know the region inside out, house prices, lifestyle costs, investment trends and all. But more than that, we listen.
Here’s what sets us apart:
● Local insight - We work with people in Tauranga often, so we’re across the realities of living here, what things cost, how the market’s moving, and what that means for your money.
● Personal focus - We put people before spreadsheets.
● Reliable relationships - We're in this for the long haul, not the quick win.
What Our Financial Advisers Can Help With
Our Tauranga financial planning services include:
● Financial Planning - We’ll help you get clear on where things stand, what you’d like to change, and how to make it happen, without making it complicated.
● Investment advice - Not sure where to start? Or you’ve started but feel stuck, we’ll go over your options and talk through what feels right for you.
● Mortgages & debt - Whether you’re sorting a loan for a first home or trying to get ahead on repayments, we’ll help you make sense of the numbers and take some of the pressure off.
● Retirement planning - Want to know if you're on track? Or how much is“enough”? We’ll help you plan ahead without losing sight of now.
● Insurance advice - We’ll talk through what matters most to you and find cover that fits, not just what the textbook says you should have.
Our Process: Simple, Personal and Ongoing
We start with a free Discovery Session, just a casual chat to get to know you, where you're at, and what you'd like to sort out. From there, we put together a plan that makes sense for you and help you take it one step at a time.
We also check in regularly, because life (and finances)don’t stand still.
Start with the Right Advice
Whether you need help with investments, sorting your retirement, tackling the mortgage, or just making sense of your money, we’re here to make it clearer, and a bit less stressful.
Residential property advice
If investing in residential property takes your fancy whether in Tauranga or anywhere across our nation, let MyFuture help you make it a lucrative addition to your portfolio. Real estate investment is currently the most popular avenue for investors due to the potential for steady appreciation and regular cash flow.
Investing in real estate is the perfect opportunity to build your net worth and diversify your investment portfolio. Whether you choose to own your own home, buy and rent for extra income, or buy and flip for a lump sum, property investments in Tauranga have a number of opportunities.
To make it work for you, it’s crucial to tick all the boxes and do the research when investing in property. At MyFuture, we appreciate that each investor has unique goals and aspirations, as well as unique mortgage needs. For mortgage advice in Tauranga, we can put you in touch with the most knowledgeable and capable mortgage advisers to provide mortgage solutions to fit your budget, goals and lifestyle.
Advice for planning your retirement
Are you looking to plan your retirement in Tauranga? The earlier you start planning for your future, the better prepared you will be. A common misconception is that retirement planning means sacrificing your quality of life now. At MyFuture, we believe otherwise. We work with you to build a plan that creates wealth through multiple channels so you can save for the future and live your preferred lifestyle in the present.
A healthy retirement plan is your first step to achieving financial freedom, minimising stress in the future and providing you with the stability you and your family deserve. At MyFuture, we are fully committed to making your retirement years as enjoyable and comfortable as possible by helping you to create a strong and foolproof retirement plan with your goals front and centre.
Finding you the best personal insurance broker
The world’s economic and environmental climates are far from predictable, which means we’re all going to encounter unexpected shocks throughout our lives. When you’ve worked hard to earn, save, invest, and grow your financial assets, you’ll want to pool all of the resources within your power to protect your and your loved ones’ future.
Especially with the current volatility in today’s world, personal insurance is the most secure safety blanket for smart investors. Having the right mix of insurance coverage for your health, your income, your home, and your assets will protect you from any future turmoil that may swing your way.
Your future is too valuable to leave to chance. Let MyFuture connect you with the best and brightest personal insurance brokers in Tauranga and all across New Zealand who can meet all of your insurance needs. Rest easy knowing that the future you’ve worked hard to build is in safe hands
