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Kia Ora
Welcome 

Your Financial Future Starts Here!

​

At My Wealth, we're on a mission to empower everyday New Zealanders to take control of their finances and be secure in their financial future.

Whether it's retirement planning, mortgage structuring, investment management, budgeting, debt management or risk management our team of financial experts will work with you to create a customized financial plan tailored to your unique needs.

We believe that financial education and ongoing support are key to achieving long-term financial success. Take the first step towards financial freedom and schedule your free phone consultati
on today!

Our Process

My Wealth's Financial Programs are designed to fast-track you to financial independence. 

STEP 1

Our process starts with getting to know you and your unique financial situation.

 

We'll take the time to understand your current financial position, as well as your short-term and long-term financial goals.

STEP 2

Based on our understanding of your financial position and goals, we'll create a customized financial roadmap for you.

 

This roadmap will outline specific steps and strategies for achieving your financial objectives.

STEP 3

With your customized financial plan in hand, we'll work together to put it into action.

 

We'll provide ongoing support and guidance as you work towards your goals, and hold you accountable to ensure you stay on track.

My Wealth is a Full Spectrum
Financial
Advisory.

At My Wealth, we don't just provide financial advice - we believe in long term partnerships to help our clients achieve financial success.

 

We understand the financial pressures facing families today, and our mission is to help you not only navigate the hard times but also build wealth so you can retire with confidence.

 

My Wealth is a full spectrum financial advisory with the expertise and resources to help you make informed financial decisions and reach your goals.

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Our goal is to empower New Zealanders to take control of their finances and secure their financial future with confidence.

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Book a Consultation 
and lets see what
we can do

Together.

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