top of page
nathan-dumlao-Wr3comVZJxU-unsplash.jpg

Growth Programme.

Our Growth Programme is designed for individuals and families who are looking to work towards buying their first property.

 

The My Wealth Growth Programme focuses on helping you create a solid foundation for your financial future by focusing on your family budget, savings, KiwiSaver, and investments.

 

Over the course of the 12-month programme, we'll work with you to not only get you in the best possible position to own your own property, but also get you "bank ready" for when we apply for a home loan through your bank. With our guidance and support, you'll be on your way to achieving your dream of homeownership.

General Advice Warning.

The information provided in website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice.

Budget and Cashflow 

We'll work with you to structure your budget and implement a system to track and monitor your expenditures, helping you gain control over your finances.

2

Buying your First Home

We'll guide and support you through the process of searching and purchasing property, providing you with the knowledge and resources you need to make informed decisions.

3

Mortgage Application

We'll assist you with your mortgage application through your bank, helping you get pre-approved for a first home purchase.

4

Kiwisaver Review

We'll review your current Kiwisaver to ensure it is optimized for performance. We'll make sure you are invested with the right provider, in the right fund, and at the right contribution percentage for your financial age and stage.

5

Insurance and Risk Assessment

Through our preferred partners, we'll conduct an insurance assessment to ensure you are adequately covered for your age and financial stage.

6

Education and Support

You'll have access to four meetings in person or via video call throughout the year, at times that suit you, to track your financial progress and hold you accountable to your goals.

kobu-agency-7okkFhxrxNw-unsplash.jpg

Accelerate Programme.

Our Accelerate Programme is designed for individuals and families who already own property and want to build wealth. Whether you own one or ten properties, the plan remains the same: we focus on reducing debt and using available equity for further investment strategies.

The 12-month programme includes a comprehensive assessment of every area of your financial world. We'll work with you to formulate a detailed strategy that outlines how to achieve your goals, and provide ongoing support and guidance as you implement the plan. From budgeting and cash flow, to investment strategies and risk management, we've got you covered.

 

With our help, you'll be on your way to building wealth and achieving financial success.

General Advice Warning.

The information provided in website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice.

Budget & Cashflow

We'll work with you to structure your budget and implement a system to track and monitor your expenditures, helping you gain control over your finances.

2

Mortgage and Debt Restucturing

We'll review your current lending and optimize your home loan structure to help you become debt-free years in advance of the bank projections, freeing up more of your income to invest.

3

Buying Investment Property

We'll guide and support you through the process of selecting and purchasing investment properties, providing you with the knowledge and resources you need to make informed decisions.

4

Lending Applications

We'll assist you with your mortgage application through your bank, helping you get pre-approved for an investment purchase.

5

Kiwisaver Review

We'll review your current Kiwisaver to ensure it is optimized for performance. We'll make sure you are invested with the right provider, in the right fund, and at the right contribution percentage for your financial age and stage.

6

Investments

We'll design and implement an investment plan and monitor the performance of money invested into Managed Funds, ensuring your investments are on track to achieve your goals.

7

Insurance and Risk Assessment

Through our preferred partners, we'll conduct an insurance assessment to ensure you are adequately covered for your age and financial stage.

8

Education and Support

You'll have access to four meetings in person or via video call throughout the year, at times that suit you, to track your financial progress and hold you accountable to your goals.

bottom of page