My Net Worth / About
About My Net Worth
The People Behind
Your Plan.
05
Advisers & Investment Team
100%
Fully Independent
Fig. 01 · Why we exist
Est.
2026
Ownership
Adviser-owned. No bank parent, no product manufacturer, no external capital.
Regulatory
Licensed Financial Advice Provider (FAP) · FSP No. FSP1012016 · FSCL Member.
Independent, qualified financial advice — for every stage of your wealth journey.
We began with a view that the New Zealand advice market had a gap — between the product-led channels of the banks at one end, and a thin sliver of genuinely independent advice at the other. The people in the middle were either underserved or quietly overcharged.
My Net Worth was built to close that gap. We are independent of any bank or fund manager, we take no commissions, and we hold a single licence with a single obligation: to act in our clients' best interests. Every adviser and every portfolio decision at this firm answers to that standard.
Fig. 01
No Bank Parent
Wholly adviser-owned.
Fig. 02
No Commissions
Flat, disclosed fees only.
Fig. 03
No Conflicts
Open-architecture platform.
Fig. 04
Single Standard
Fiduciary by policy and by licence.
The Advice Team · 02
The people who build and steward your plan.
Qualified advisers who lead client relationships end-to-end — from the first conversation through every review thereafter.
Director — CEO & Private Wealth Adviser
Retirement Planning · Trust & Estate Structuring · Advice Strategy
CFP · BBus (Finance)
Rick Parry
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Based
Auckland
Director — CTO & LiftOff Adviser
KiwiSaver Optimisation · Cashflow Modelling · First-Home Strategy
Level 5 Cert. · BBA (Economics & Finance)
Riki Carston
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Based
Christchurch
The Investment Team · 03
The people who set, run and review the portfolio.
A dedicated investment function — philosophy, portfolio management and manager research — that sits behind every recommendation.
Head of OCIO — Generate OCIO
Jeremy Ward
Jeremy Ward brings more than two decades of experience in institutional funds management, with responsibility for asset allocation, portfolio construction, investment management and governance across diversified multi-asset portfolios. His background spans senior investment roles in London and New Zealand, including oversight of equities, fixed income, private markets and alternatives within disciplined risk frameworks. Jeremy has served on investment committees and led manager selection and portfolio design processes grounded in clear structure and long-term stewardship. He focuses on building repeatable, well-governed investment frameworks that allow advisers to retain client ownership while operating to institutional standards.
Investment Analyst — Generate OCIO
Davy Ma
Davy Ma works across asset allocation research, quantitative analysis and portfolio construction within diversified mandates. His experience includes manager due diligence, performance and risk analytics, and the practical execution of multi-asset portfolios across market cycles. Davy's work ensures that portfolio decisions translate cleanly into implementation, with mandates monitored and refined through disciplined process rather than reactive adjustment. His approach supports consistent governance and steady portfolio management behind the scenes, enabling advisers to focus on leading client relationships.
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.