KiwiSaver, managed funds, retirement and property — one adviser reviews what you have and builds one clear plan. The first review is free.
Are you in the right fund? We check your fund type, fees and provider against your timeline — and tell you plainly whether you should move.
Get a KiwiSaver review →
How much is enough, how to get there, and how to draw down without running out. We model your number and build the plan to reach it.
Talk to us about retirement →
A lump sum, inheritance or sale proceeds — invested deliberately, with the right balance of growth, access and security for your stage of life.
Talk to us about your nest egg →
We compare providers, fees and performance — and recommend a structure that balances growth and risk for your situation.
Review your funds →
How a rental fits your bigger picture — yield, leverage, cash flow, and the lending structure to support it.
Talk to us about property →
Higher yields and longer leases, but different risks. We help you weigh commercial property up properly before you commit.
Talk to us about commercial →
I'm Jonathan Smith, a licensed financial adviser with MapMy Financial Group. I review what you already have, tell you what I'd do in your position, and put it in a written plan — then check in with you every year.
"I recently worked with Jon on both refinancing my current home and securing financing for an investment property, and I couldn't be happier with the experience."
— Agustina, Google reviewA free review of your KiwiSaver, savings and investment mix — with a clear plan for what to do next.