Let Our Financial Advisors Help You Achieve Financial Freedom

Whatever your financial goals are, whether you want to save money on your mortgage, create wealth or save tax, with the right amount of planning and time, it is possible.

Financial Advice & Wealth Creation

Lara Maloney - Specialist Financial Advisor Auckland

Are you ready to grab life by the horns? We all have dreams but unless you’re willing to make the right choices to create that future, your goals will always be just that, dreams.

Nobody likes the idea of pouring over their finances in order to find potential savings, or doing the research required to identify investment opportunities, except us. We hang our hat on using tried and trusted investment strategies that have been proven to work over and over again over the last 100 years. We combine this knowledge into a customised financial plan for you to achieve your dreams, one financial goal at a time.

We have so much faith in our service that we are willing to conduct a FREE Discovery Session with you so that you can begin to understand exactly what is possible for you and your family.

Most people tend to underestimate what they can achieve financially over the long-term. Whatever your goals are, whether you want to pay off your mortgage, pad your wallet, or even just minimise your taxes, your dreams can be your reality. But like every worthwhile journey, you can’t get there without taking the first step.

What is Financial Advice?

Forrest Denize - Specialist Financial Advisor Auckland

Financial advice is the best friend you never knew you needed, but when they’re there, you don’t know how you got on without them.

Professional financial advisors will save you time, energy, and, most importantly, money. You might be able to drive a car but an experienced Formula 1 driver will get the most out of it. Likewise, while it’s possible to manage your own finances, a financial advisor will provide expert guidance in every aspect of your financial life, from savings and investment strategies to insurance, real estate, and more.

The MyFuture team are dedicated Financial Experts specialising in helping you achieve financial freedom through debt management, tax savings, and wealth creation strategies that show you how to make money and manage your finances.

We share our experience with you to provide the best methods to grow your money and protect your assets, no matter your earnings or your goals. We will work with you to craft financial strategies that are realistic and achievable. We do the hard work so you don’t have to do the guesswork, giving you confidence and peace of mind that your future is safe.

Why is Financial Advice Important?

Planning for your future can be a gargantuan task filled with confusing terms, tax traps, risky decisions, but also an abundance of wealth. Whether you’re close to retirement or you have decades to plan for it, MyFuture has customised strategies to maximise your financial well-being and secure your future. Challenge yourself and start your journey today to see what you can achieve in 1, 5, 10 or 20 years time.

Call or email us today for your no obligation free Discovery Session.

Feel free to speak to a financial advisor in our Auckland office, yet please contact us to make an appointment prior.

We help you accumulate wealth and achieve early financial freedom.

Our financial advisors do this through wise financial control, effective debt management, taxation planning and investment in asset classes appropriate to your personal situation.

We provide you with a detailed personalised strategy showing you how you can achieve your financial goals.

These strategies are developed in consultation with the appropriate members of the MyFuture Advisory Panel and are prepared in house by our professional financial advisors.

Once you approve your personalised strategy, our financial advisors then work with you to manage the long-term implementation.

We want to help you achieve your goals.

MyFuture financial advisors are passionate about helping you accomplish your financial goals because we believe helping you, also helps our community and our future generations. 

We believe that eventually, the government will begin to means test the pension in the same way they do overseas. When they do, will you be prepared? For every Kiwi we help to become financially independent, we ensure that no matter what the government decides regarding pensions, you will continue to enjoy the lifestyle you want.

The magic in financial management is the numbers do the talking. New research from the Financial Services Council shows that New Zealanders who seek financial advice:

  • Receive 4% better investment returns;
  • Travel more, save more, invest more, and overall have more;
  • Have higher life, income protection, and critical illness insurance cover;
  • Rate their holistic wellbeing as significantly increased;
  • Rate their financial well-being as high or very high;
  • Are more able to live within their means;
  • Are able to pay down debts quicker.

What Is Our 6-Step Financial Advice Process?

Getting you from zero to hero is as easy as following 6 simple steps:

Establish and define our relationship with the client

We offer a no obligation FREE Discovery Session to get to know each other which can take place either online or in a location of your choosing. Within this free Discovery Session we take the time to get to know you, understand your current financial situation, and work with you to identify your hopes and dreams for the future – clearly outlining our services and fees and define both your and our responsibilities throughout the entire financial planning process.

Gather our client’s data and familiarise with their goals

Next, we get into the nitty gritty of your assets, debts, income, and expenses and gather the facts to better understand what your current situation is, what you want to achieve, and what resources are available to help you accomplish those goals. Together, we will evaluate the time frame to start seeing results and reach your goals, as well as assess the level of risk you’re comfortable with.

Analyse and evaluate your financial status

We use our expertise to analyse and evaluate your financial status and ability to reach your goals through various options. Depending on what services your plan includes, this may include analysing assets, liabilities, cash flow, current insurance coverage, retirement planning, investment opportunities, or tax strategies.

Develop and present our financial plan recommendations

Our Advisory Panel develops a detailed strategy outlining how best to achieve your financial goals. Our recommendations will be presented to you in person. In most cases, there will be multiple options to consider to help you reach your goals. We will listen to all of your thoughts and concerns and make adjustments if necessary to meet your individual needs.

Implement our financial plan recommendations

Once you understand and approve the personalised recommendations and options, we then begin working with you to manage their implementation. This may involve connecting you to an appropriate professional at the right time to execute your strategy.

Monitor the implemented financial plan

This is where the real fun begins – managing and tracking your long-term financial success! We have periodic reviews to ensure that your strategy is still appropriate if your goals or circumstances have changed. We will also review the performance of your plan to assess the level of volatility and return and make sure you remain on track to achieve your short term, medium term, and long-term financial goals.

Talk To A Qualified Financial Advisor

Get ahead with specialist help from one of our friendly Qualified Financial Advisors.

How Do I Choose A Financial Advisor?

MyFuture team members are fully-qualified Financial Advice Providers (FAP) licensed and regulated by the Financial Markets Authority to provide financial advice and an investment planning service. But we didn’t stop there. To ensure we provide the most value to our clients, we are also licensed in Real Estate and have our Mortgage Broking Certificates.

We provide financial planning services throughout Auckland and the rest of NZ. Our team of Financial Advisers are all accredited with the New Zealand Certificate of Financial Services with a Board of Directors team that has over 30 years of experience in the field.

We help you accumulate wealth and achieve early financial freedom.

Our financial advisers do this through wise financial control, effective debt management, taxation planning and investment in asset classes appropriate to your personal situation.

We provide you with a detailed personalised strategy showing you how you can achieve your financial goals.

These strategies are developed in consultation with the appropriate members of the MyFuture Advisory Panel and are prepared in house by our professional financial advisers.

Once you approve your personalised strategy, our financial advisers then work with you to manage the long-term implementation.

We want to help you achieve your goals.

MyFuture financial advisors are passionate about helping you accomplish your financial goals because we believe helping you, also helps our community and our future generations.

We believe that eventually, the government will begin to means test the pension in the same way they do overseas.

When they do, will you be prepared? For every Kiwi we help to become financially independent, we ensure that no matter what the government decides regarding pensions, you will continue to enjoy the lifestyle you want.

The magic in financial management is the numbers do the talking. New research from the Financial Services Council shows that New Zealanders who seek financial advice:

  • Receive 4% better investment returns;
  • Travel more, save more, invest more, and overall have more;
  • Have higher life, income protection, and critical illness insurance cover;
  • Rate their holistic wellbeing as significantly increased;
  • Rate their financial well-being as high or very high;
  • Are more able to live within their means;
  • Are able to pay down debts quicker.

Who Should Speak To A Financial Advisor?

A common misconception is that financial advice is only for the wealthy. We believe trusted financial advice should be available to everyone, period. Whatever your current situation, the MyFuture team provides personalised recommendations to iron out the creases of your finances and guide you towards financial freedom.

Our clients come from all walks of life. Whether you’re self-employed, a young professional, a homeowner, a student, a lottery winner, a doctor, a teacher, an astronaut or an expat. MyFuture experts are masters in their field of helping you reach your financial dreams.

The team at MyFuture will provide a no obligation free Discovery Session which only takes 45 minutes of your time. In return, we aim to provide financial freedom.

Ask yourself these questions:

  • Do you have time to research all the financial resources available to you?
  • Are you concerned about your retirement funds and retirement plans?
  • Do you have the background to understand if products are suitable for your financial goals?
  • Are you comfortable taking responsibility for your financial decisions?
  • Did you know that you have more rights if something goes wrong when you use a financial planner?
  • Would you like to generate passive income?

If your answers to any of these questions leave you guessing, you can benefit from talking to a financial advisor!

What Areas Do We Serve?

Our main office and financial advisors are based in Auckland however as we conduct most of our client meetings via video calls, we have clients throughout New Zealand so are ready to work with you, wherever you happen to be.

Major areas we service include:

  • Auckland
  • Wellington
  • Christchurch
  • Hamilton
  • Tauranga
  • Napier & Hastings
  • Dunedin
  • Palmerston North
  • Rotorua

When Should I Use a Financial Advisor?

It’s never too early to discuss your future.

The good news is you don’t have to wait until you have an empty nest before you start paying off your mortgage and saving for retirement. Once you realise how easy it is to achieve your financial goals you’ll wish you had started sooner.

MyMortgage

With the right mortgage structure and guidance, we can show you how to significantly reduce your mortgage term and save money in the process.

Home Loan Calculator

Our home loan calculator can give you an indication of what to expect if you apply for a home loan. This includes how much you want to borrow plus what your options are for monthly, fortnightly, or weekly payments, as well as how long it will take to pay off.

Our Blog

MyFuture Plan has many great stories, tips and tricks that we are more than happy to share. Check out some of the posts on our blog.
Buying A First Home
How Much Do You Need To Retire?
Your Guide To Wealth Creation At Any Age