My Net Worth | The People Behind Your Plan

About My Net Worth

The People Behind
Your Plan.

Why we exist · 01

Est.

2026

Ownership

We are owned by New Zealand Advisers and Certified Financial Planners.

Regulatory

My Net Worth is licenced by the Financial Markets Authority as a Licensed Financial Advice Provider (FAP) · FSP1012016 · Member of Financial Services Complaints Limited Disputes Resolution Scheme.

We believe more New Zealanders should have access to transformative financial planning.

My Net Worth was built to close that gap. We are independent of any product provider and bound by the Code of Professional Conduct for Financial Advice Services. Not a bank or fund manager, we charge you a fee for the value we create, and we hold a regulatory licence with a single obligation: to act in your best interests.

01

Client Priority

Give priority to your interests.

02

Care & Diligence

Exercise care, diligence and skill in providing you with advice.

03

Ethical Conduct

Meet the standard of ethical behaviour, conduct, and client care set out in the code of conduct.

04

Competence

Meet the applicable standards of competence, knowledge, and skill set out in the code of conduct.

The Advice Team · 02

The people who partner with you, and steward your plan.

Professionally qualified advisers lead client relationships end-to-end, from the first conversation through every review thereafter.

Christchurch

Auckland

Wellington

Get Started

Meet the team who will build your plan.

Start with a no-obligation conversation. We will listen, ask the right questions, and tell you honestly if we are the right fit for your needs.