About
My Wealth.
Financial Fitness for Life
At My Wealth, we understand that everyone’s financial journey is different.
Some people need help with one immediate question, while others want a complete strategy covering their cashflow, mortgage, KiwiSaver, investments, property, and long-term future.
That is why we offer different levels of support.
Through Financial Coaching, you can book a focused 30- or 60-minute session to work through a specific financial question, understand your options, and leave with practical next steps.
For clients who need a more complete solution, the My Wealth Financial Fitness Programme brings the different parts of your financial life together into one clear plan. We assess your current position, identify what needs attention, design the strategy, and help you implement it.
Our role is not simply to provide advice and send you away. We aim to help you understand your financial position, make informed decisions, and build a practical structure that continues to support you as your life and priorities change.
Whether you are buying your first home, managing multiple properties, rebuilding savings, reviewing KiwiSaver, investing for the future, or preparing for retirement, My Wealth is here to provide clarity, structure, and ongoing support.
Our Story
My Wealth was built around a simple idea: financial advice should help people feel clearer, more confident, and more in control of their future.
Our experience spans banking, mortgage lending, investment markets, and financial advice. Over the years, we saw that many people were working hard, earning well, and building valuable assets, but still lacked a clear financial structure or someone to help bring all the pieces together.
That is why My Wealth was created.
Since establishing the business in 2017 and rebranding as My Wealth in 2022, our focus has remained the same: to provide practical, easy-to-understand advice that helps clients make better decisions about their money.
We work with people at different stages of life, from buying a first home and building savings to investing, growing a property portfolio, and planning for retirement.
At the heart of My Wealth are the values Today, Tomorrow, Together. We help you understand where you are today, plan for where you want to be tomorrow, and work alongside you as your financial life evolves.
Your Advisers
Kobus Venter
Financial Adviser & Director
Shontell Hageraats
Mortgage Adviser & Business Manager