MNW
My Net Worth — New Zealand Wealth Management

New Zealand's
Independent
Wealth Platform

A boutique advisory firm helping New Zealanders build, protect, and transfer lasting wealth — on their terms.

Book a consultation

The Opportunity in Plain Sight

New Zealand's wealth is growing — but most of it sits unmanaged, underplanned, and unprotected. High earners, business owners, and property investors are accumulating assets with no clear strategy.

The advisory market remains fragmented: large institutions focused on product sales, and boutique firms priced out of reach for anyone who isn't already wealthy. There is a gap between the two — and that is where My Net Worth operates.

Whether you're building from the ground up or managing multi-generational wealth, we have an offering designed precisely for where you are.

Explore Insights
$850 Billion
NZ household net worth
One of the highest per-capita wealth levels in the Asia-Pacific region
2 in 3
New Zealanders without a financial plan
Most are accumulating wealth without a strategy to protect or grow it
73%
Concerned about retirement
Of NZers worry they won't have enough saved when they need it most
$1.4 Trillion
Estimated intergenerational transfer by 2040
The largest wealth transfer in New Zealand's history is already underway
My Net Worth platform
Fig. A
The Platform

A Platform Built to Compound

Our advice is holistic by design. Investment, planning, tax, and estate — each discipline strengthens the others, turning good decisions today into lasting wealth tomorrow.

01
Investment Management→
Globally diversified portfolios built around your goals, risk tolerance, and time horizon.
02
Financial Planning→
CFP-certified advisers building your complete financial roadmap — from today through retirement.
03
Tax Optimisation→
Structuring your affairs to minimise tax legally and keep more of what you earn.
04
Estate & Succession→
Protecting your wealth and ensuring it transfers efficiently to the people and causes you care about.
05
KiwiSaver Strategy→
Maximising New Zealand's retirement savings scheme as part of your broader wealth strategy.

Two Ways to Work With Us

Whether you're managing significant wealth or just getting started, we have an offering built for you.

Explore Offerings
High Net Worth$1M+ investable assets

Private Wealth Office→

Our flagship service. A dedicated team of CFP-certified advisers providing the highest level of investment management, financial planning, tax strategy, and estate advice — entirely tailored to you.

  • Dedicated lead adviser relationship
  • Comprehensive financial planning
  • Active portfolio management
  • Tax & estate structuring
  • Quarterly strategy reviews
Private Wealth Office
Private Wealth Office
Modern AdviceFor everyone building wealth

LiftOff→

A modern, technology-first advice model that gives you access to powerful planning tools, a personalised portfolio, and a real financial adviser — at a fraction of the traditional cost.

  • Personalised investment portfolio
  • Goal-based financial planning tools
  • Annual adviser review
  • On-demand advice access
  • KiwiSaver optimisation
LiftOff
LiftOff

Your Financial Future Has an Owner.

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

Private Wealth OfficeExplore LiftOff