My Net Worth | New Zealand Wealth Management

Independent
Financial Advice
for New Zealanders

Advice built around you, not a product.

Most New Zealanders never get advice because it feels inaccessible, conflicted, or simply out of reach. That's exactly why we exist: independent, transparent, and built around your outcome alone.

Transparent
There are no hidden costs or fees that you won't know about.
Holistic
KiwiSaver, investments, insurance & goals: one coordinated plan
Independent
No bank parent, no product manufacturer, no conflicts
Ongoing
Not a one-off plan - a relationship built for the long run
My Net Worth platform

Five Disciplines. One Coordinated Plan.

Our advice is holistic by design. Planning, investments, KiwiSaver, insurance, and retirement. Each discipline strengthens the others, turning good decisions today into lasting wealth tomorrow.

01
Financial Planning→
CFP-certified advisers building your complete financial roadmap: from cashflow and goals today, through every major decision, to and through retirement.
02
Investment Management→
Globally diversified portfolios built around your goals, risk tolerance, and time horizon, managed by investment specialists and coordinated with your wider financial plan.
03
KiwiSaver Strategy→
Maximising New Zealand's retirement savings scheme as part of your broader wealth strategy: fund selection, contribution optimisation, and first home or retirement planning.
04
Insurance→
Protecting your income, assets, and family from life's unexpected events: life, trauma, income protection, and health cover structured to complement your overall financial plan.
05
Retirement Planning→
Turning your savings, investments, and KiwiSaver into a clear strategy for the lifestyle and income you want in retirement.
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Our Offerings

Two ways to work with us.

Private Wealth Office logo
$1M+ investable assets

You've built wealth. Now it needs a team behind it.

Dedicated advisers coordinating financial planning, investments, protection, estate, and succession under one relationship.

  • Dedicated lead adviser, single point of contact
  • Planning, investments, protection & estate coordinated
  • Intergenerational and succession planning

Built for complexity: coordinated across your professional team, estate, and multi-generational wealth.

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Private Wealth Office
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Start wherever you are

You're building wealth. Get real advice from day one.

Adviser-led planning and investment management: real expertise, transparent fees, and the tech to keep you on track.

  • Personalised investment portfolio + KiwiSaver
  • Goal-based financial plan, reviewed annually
  • On-demand adviser access

Built for momentum: accessible advice that grows with you from day one.

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LiftOff

Your Financial Future Has a Partner.

My Net Worth partners with New Zealanders at every stage of their financial journey, from emerging wealth to multi-generational legacies, aligned by strategy, performance, and trust.

Individuals · Families · Business Owners

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