Advice Built
Around You,
Not a Product
Independent Advice. Real Outcomes.
Most financial advice in New Zealand comes with strings attached — products to sell, platforms to push, commissions to earn. My Net Worth is different. We are an independently owned New Zealand firm, built from the ground up to serve your interests alone — not a bank, not a product house, and with no shareholder incentive to recommend one fund over another.
That independence changes everything. Our advice is built entirely around your goals, your family, and your timeline — not a fund manager's distribution agreement.
73% of New Zealanders are worried about retirement — not because they lack the means, but because they lack a clear plan. We build them.
Whether you're just starting to build wealth or managing a complex estate, we have two offerings designed for exactly where you are — and where you want to go.
Find Your Path.
One question: are you building wealth, or managing it?
You've built wealth. Now it needs a team behind it.
Dedicated advisers covering every dimension — investments, tax, estate, and succession — all coordinated under one relationship.
- Dedicated lead adviser, single point of contact
- Investments, tax & estate managed as one mandate
- Intergenerational and succession planning
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
Find Your Starting Point
Where are you right now?
Both paths deliver independent, adviser-led guidance. The right one depends on where you are — and where you want to go.
Building Toward Your Goals
I am building toward financial freedom
You have income, goals, and the drive to build — you want a clear plan and someone to help you execute it.
I want to make the most of my KiwiSaver
KiwiSaver is your biggest financial asset right now, and you want to know it is working as hard as possible.
I am saving for my first home
You are building a deposit and want a strategy that balances saving, KiwiSaver withdrawals, and timing.
I am getting financial advice for the first time
You know you should have a plan — you just have not started yet. Accessible, jargon-free advice is the right entry point.
Managing Significant Wealth
I am managing $1M+ in assets
Your financial life has grown complex enough to require coordinated oversight across investments, tax, and estate.
I run a business with complex finances
Business ownership brings structuring decisions, succession questions, and personal wealth that need to be planned together.
I am planning my estate and legacy
Protecting and transferring your wealth to the next generation requires proactive trust, estate, and succession planning.
Five Disciplines. One Coordinated Plan.
Our advice is holistic by design. Planning, investment, tax, and estate — each discipline strengthens the others, turning good decisions today into lasting wealth tomorrow.
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