A clear, personal plan for the money that funds the rest of your life — how much you'll have, when you can stop working, and how to make your KiwiSaver, investments and home equity last. Our first conversation is free.
We map out what you'll have, what you'll need, and the gap between the two — then build a simple plan to close it. You'll leave knowing the age you can realistically stop working.
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The fund you're in and the contributions you make have a huge effect on your final balance. We check you're in the right fund for your age and goals — not just the default one.
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Turning your savings into a reliable income stream is its own skill. We help you structure investments so your money keeps working and pays you a steady income through retirement.
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Your home is often your biggest asset. We help you understand how downsizing or releasing equity could top up your retirement income — without leaving you short later on.
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I'm Jonathan Smith, a licensed financial adviser with MapMy Financial Group. I'm not tied to any bank or fund manager, so I look at your whole picture and tell you what I'd do in your position. Same person from first chat to your first year of retirement.
"Jonathan took care of everything and made the process so easy — and worked hard to get us far better deals than we would have got ourselves."
— Andrew, Google reviewTell us where you're at and what you'd like retirement to look like, and we'll build a clear plan to get you there. Free, no obligation.