About
My Wealth.
Financial Fitness for Life
At My Wealth, we understand that everyone's financial journey is unique.
That's why we offer full-spectrum financial advisory services that work long-term with clients to set them up for a financially secure future. Whether you're a first-home buyer, second-home buyer, multi-asset investor, or a couple looking to set yourselves up for retirement, we will work with you to create a customized financial plan that aligns with your goals and lifestyle.
​
At My Wealth, we empower you to be ambitious in your dreams and confident with your money. We'll guide you through the financial landscape, providing you with the knowledge and resources you need to make informed decisions and achieve financial success. Partnering with My Wealth means having a dedicated team of experts by your side, providing ongoing support and guidance every step of the way.
Mortgages.
Investments.
Advice.
Our Story
At My Wealth, we have a wealth of experience and expertise to offer. Our team has nearly 30 years of combined experience in the financial industry, and we've seen it all. We understand the financial markets and the unique challenges that New Zealanders face, and we're passionate about using that knowledge to educate and guide our clients through their financial journey.
​
Our story began in 2004, when our team first started working in banks, mortgage brokers, and financial advisories. Over the years, we saw firsthand the lack of financial education and support in New Zealand, and we knew we wanted to do something about it. So, after our establishment in 2017 and years of development, we finally rebranded to My Wealth in 2022.
​
We're proud to bring a highly qualified team and exceptional products to Aotearoa, and we're dedicated to building a better, stronger financial future for all.
At My Wealth, we live by our values of TODAY, TOMORROW, TOGETHER, which means we are focused on helping our clients with their current financial situation, planning for the future and working together to achieve their goals.
Your Adviser
About Kobus
Your Primary Adviser.
With nearly two decades of experience in the financial markets, Kobus has a wealth of knowledge and expertise to offer.
After completing his law degree, he began his career as an investment banker for Absa Capital (later Barclays Africa), where he progressed through the ranks from Junior Currency Dealer to Head of Institutional Foreign Exchange.
​
In 2016, he made a move into consumer and retail banking, where he worked as a Banker for The Bank of New Zealand and a Home Loan Specialist for New Zealand Home Loans.
Throughout his career, Kobus has seen firsthand the desperate need for financial education and guidance in New Zealand. That's why he started My Wealth - to break the current financial model that focuses on upper income demographics alone and bring financial fitness programs to New Zealanders from all walks of life.
His goal is to empower people to take control of their finances and set themselves up for a financially secure retirement.
