07/09/2026
September is Wills Month.
Many people think wills are only something you need if you’re wealthy. But if you have children, a partner, a mortgage, KiwiSaver, investments, a business, or even shared assets, having a will in place can make things much easier for the people you leave behind.
At Velocity, we don’t prepare wills, but we do help our clients think about the bigger picture. That includes protecting their family’s lifestyle, managing debt and shared assets, building wealth intentionally, and making sure their financial arrangements are up to date.
Where needed, we can also refer you to a lawyer and help coordinate your will should be within your wider financial planning.
Because financial planning isn’t just about the future you’re building. It’s also about protecting the people you care about most.