MyFuture Financial Advisers

29/07/2026

Your financial future is shaped by the decisions you make today—but it is not always easy to know whether you are heading in the right direction.

We have created a short and sweet Financial Assessment Questionnaire to help you take stock of where you are now and identify the areas that may need more attention.

In around 3-minutes, you will answer a few questions about your finances, including your debt, savings, investments, future planning and overall financial confidence.

You will then receive a personalised snapshot showing where you appear to be on track—and where there may be opportunities to strengthen your position.

Here is the link to take the free, 3-min quiz:

https://myfuturewealth.scoreapp.com/

Whether you are still guessing or already well on the road towards financial freedom, this is a simple way to check your direction and consider your next best step.

20/11/2024

We hope you’re enjoying the start of the summer season! As you plan for holidays and festive gatherings, we want to share some valuable tips to help you manage your spending while staying aligned with your long-term financial goals.

We understand the desire to make the most of these golden years with your kids, creating cherished family memories through special experiences. With smart financial planning, you can achieve both: enjoy meaningful family moments and stay on track with your long-term financial goals.

This week on our blog we dive into how you can enjoy the holidays without going into debt:

www.myfutureplan.co.nz/blog/smart-spending-tips-for-holiday-season

07/11/2024

Why right now is the best time to secure your financial future?

In today’s shifting economic climate, having a robust financial plan is more essential than ever.

With interest rates now falling, there's a unique opportunity to leverage these easing conditions to set yourself up strategically before the next market cycle. While inflation and global uncertainties continue to add complexity to personal finance—impacting everything from mortgages to daily expenses—a proactive and well-structured financial approach can help you make the most of these favourable shifts.

For professionals and families with a stable income, this is a prime moment to realign your strategy, sustain your wealth, and build on it to secure a stronger financial future.

Dive into our latest blog post to discover how prioritizing a solid financial plan today can make all the difference for your future:

www.myfutureplan.co.nz/blog/why-now-is-the-best-time-to-secure-your-financial-future

01/11/2024

🤔 When should you start planning for retirement?

When you’re in your 30s or 40s, the thought of retirement can seem distant. You’re likely focused on advancing your career, raising your family, and just generally getting by.

‍
But what if we told you that now is the most critical time to start planning for your financial future?

💻 Dive into our latest blog post to discover when exactly is the best time to start planning for retirement, how to approach retirement planning and what you can do NOW to start setting yourself up for a comfortable future:

https://www.myfutureplan.co.nz/blog/when-should-you-start-planning-for-retirement

17/10/2024

We're excited to share our new Employee Financial Wellbeing Plan. This is a B2B product designed specifically for NZ companies who are looking for new ways to enhance retention, loyalty, commitment and productivity by prioritising their employee's financial wellbeing.

After a successful pilot programme, we are looking for another FIVE companies to participate in the next phase of the pilot programme before an official public launch next year.

Click here to find out more and to register your interest to be one of these next 5 companies:

https://zurl.co/uTYc

27/09/2022

We are looking for a new Financial Adviser to join our growing team. Ideally they already have their industry qualifications but happy to sponsor for the right person.

If you, or you know someone, who is more analytically minded (who doesn't love a good excel spreadsheet, right?! 😂) and who is naturally client-centric, then please get in touch.

19/01/2022

We're delighted to share that the Financial Markets Authority has approved our application for a full Financial Advice Provider (FAP) license.

What does this mean?

The finance industry underwent a major legislation change in March 2021 which meant all financial services companies in NZ had two years to ensure they were fully compliant with the new rules and requirements. Though we still had a year to go to complete the transition, we decided to get in early - and we are glad we did! This was a massive piece of work updating all of our systems, policies and procedures to ensure we don't just met the minimum criteria, but that we have established best practices throughout the company.

A massive thanks to the team at Strategi for assisting us with this process (all those audits were loads of fun 😅), to our support team who did the leg work setting everything up and to our team of Advisers for their patience while we hunkered down attending to our compliance.

Now we have that out of the way and our foundations are strongly in place, we're ready for this next phase of our growth.

What a great way to start the year - 2022, so far, so good 🙌🤞

13/09/2021

Great to see more women in senior positions within financial services. Congratulations Samantha Barrass!

The Financial Markets Authority (FMA) - Te Mana Tātai Hokohoko – has announced the appointment of experienced international regulator Samantha Barrass as its new Chief Executive.