Financial Advisers in Wellington
Finding the right financial adviser in Wellington shouldn’t feel overwhelming. Whether you're planning for retirement, buying your first home, or trying to make sense of KiwiSaver options, it helps to work with someone who understands what life’s like right here in the capital.
At MyFuture, we provide straightforward, tailored financial advice Wellington residents can count on, because your goals are unique, and your advice should be too.
A Wellington-Based Approach to Financial Advice
Let’s face it, Wellington’s a bit different. It’s compact,political, windy (obviously), and not exactly cheap when it comes to housing. But that’s what we love about it, right?
That’s why local financial advice matters. It’s not justabout crunching numbers, it’s about knowing:
● How Wellington’s housing market shifts suburb tosuburb (yes, Newtown and Khandallah are worlds apart)
● What cost-of-living pressures look like here,especially for families juggling rent or mortgages, school fees, and rising groceries
● The career patterns in public sector, tech, andcreative industries that shape income stability and growth
● The opportunities and trade-offs if you'reconsidering relocating, or staying and building roots here
With My Future, you get advice shaped by real-life Wellington context - not just generic financial theory.
Why Clients Are Choosing My Future Over Other Wellington Firms
We’ve taken a look around and here’s where we stand apart:
● Independent, Transparent Advice: Unlike some larger firms that tie their advice to product sales, we focus on what’s best for you, not the provider.
● Flexible Access: You don’t have to drive into the CBD and sit through a formal meeting. We offer flexible, personal service online or by phone,wherever you are.
● No‘One Size Fits All’ Plans: While some firms seem to say thesame thing to everyone, we focus on what stage you’re at, whether it’s firsthome, family planning, career changes, or retirement.
● Clear,Honest Conversations: No jargon. No pushing. Just genuine advicefrom people who care about helping you make confident decisions.
Plenty of Wellington advisers are good at what they do butwhere we shine is how personal we make it. We don’t speak “at” you, we walkthrough it with you, step by step, until you feel clear, informed, and incontrol.
What Our Wellington Clients Ask About (And How We Help)
Here’s how financial advice can make a real difference,wherever you’re at:
● Trying to buy in a hot or cold market? We can help you structure your deposit strategy, understand lending options, and stay realistic about what’s possible.
● Unsure if your KiwiSaver is working hard enough? We’ll review your provider, fund type, and fees and align it with your goals.
● Thinking ahead to retirement? Let’s create a plan that gives you peace of mind (and enough for weekend café brunches with the teenage kids).
● Have a growing family? We help you get on top of insurance, education costs, and budgeting that works for real life, not just spreadsheets.
Let’s Talk – No Pressure, No Cost
You don’t need to be wealthy to get financial advice. You just need a goal and someone to help you build a plan that actually works for your life.
We offer a free Discovery Session to get to know you and what you’re aiming for. No hard sell. No obligation. Just honest, friendly advice.
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.
