a happy, healthy and wealthy financial future starts with a solid game plan.

We specialise in helping everyday kiwis – like you – achieve your ideal lifestyle through simplified financial planning and advice.

Financial Advisor Christchurch

Are your finances on the right track for a secure future?

A happy, healthy, and wealthy financial future starts with a solid game plan, and as your trusted Financial Advisor Christchurch, Future Wealth is dedicated to making that plan a reality for you.

Trusted Financial Adviser NZ

Welcome to Future Wealth, where we're passionate about helping everyday Kiwis - like you - craft the future you've always dreamed of. We understand that navigating the financial landscape can be overwhelming, but it doesn't have to be; simply partner with a trusted Financial Advisor in NZ from our team. With a bit of planning, some smart protection, and a dash of ambition, financial freedom is within your reach.

From income protection insurance NZ to Kiwisaver investment and retirement savings, at Future Wealth, we have the expertise to guide you through all your wealth management needs.

Financial Advisor Christchurch

PLAN - Setting the Course for Your Financial Journey

"Failing to plan is planning to fail," and at Future Wealth, we wholeheartedly believe in this adage. Our approach to financial planning is both thorough and straightforward for our clients. We take the time to understand your unique financial situation, lifestyle goals, and potential risks to craft a tailored plan that sets you on a direct path to financial freedom.

Whether you're planning for retirement, looking to invest, or saving for a special life event, our simplified planning methods are designed to guide you through each stage of your financial journey.

Trusted Financial Advisor NZ

PROTECT - Safeguarding Your Most Valuable Assets

Life is full of curveballs. The key to weathering life's unexpected turns is to have a solid risk management plan in place. Our dedicated team of skilled advisers will help you identify potential risks to your health, family, business, and assets, ensuring you're adequately protected for whatever comes your way.

As circumstances change, so will your risk management strategy. You can count on us to guide you through these changes, ensuring your Plan B is always up-to-date and effective.

Prosper with Future Wealth

PROSPER - More Than Just Dollars and Cents

Financial well-being is merely one piece of the puzzle. At Future Wealth, we believe in a holistic measure of prosperity that encompasses not only healthy economic growth but also a fulfilling personal life. We aim to help our clients build their bank accounts and enrich their lives with good relationships and sound advice.

Our big-picture approach means we consider all aspects of your well-being, from financial goals to personal aspirations and family needs.

Want to get back on track?

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Our Services

From planning and risk management to KiwiSaver, investments, home loans, retirement savings, and lending, we offer a comprehensive suite of services designed to set you up for financial freedom.

RISK MANAGEMENT

What's the worst that could happen? Quite a bit, actually, but we've seen it all. Our risk management services can protect all facets of your life, giving you the peace of mind to live freely and confidently.

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KIWISAVER & INVESTMENT PLANNING

The choices you make today can significantly impact your financial future and the community around you. We help you invest wisely and ethically, ensuring consistent and positive results.

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FINANCIAL PLANNING

With a clear vision and a simple, step-by-step plan, achieving your lifestyle goals is entirely possible. We'll guide you through this journey, making sure each decision aligns with your long-term objectives.

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HOME LOANS & LENDING

Securing the right loan can make or break your financial plan. We take the hassle out of finding the best lending options, leaving you free to focus on your next exciting life chapter.

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STRAIGHFORWARD ADVICE, NO COMPLICATIONS

We understand that financial jargon can be confusing. That's why we prefer to keep things simple when giving financial advice. Whether over a warm cuppa or a virtual Zoom meeting, we offer straightforward, actionable advice to make the most of your money - most of which is absolutely free!

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Is your KiwiSaver investment in the right place?

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these guys loved us, you will too.

Testimonial entries

“It was a breeze working with Matt and Craig. We felt comfortable from the outset, meeting in person and remotely. They took the time to first get to know us, including our current financial situation and future goals. Having purchased our first home we needed to ensure that we were properly protected. Their structured assessment meant that we received a tailored and cost effective solution. We cannot recommend their service enough.”

- HAMISH & CASSIDY, Christchurch

“What impressed us next was the time he took to fully understand what our financial goals were, and what we wanted our financial future to look like in our retirement years.
He was then able to tailor a financial plan for us that fitted perfectly with those goals, which meant our investment could grow but remain safe.
His manner, knowledge, and passion put us right at ease, and gave us confidence in his ability to manage our financial future.”

- GREG MILNE AND NOELINE MARSH

“I had a challenging time getting personal insurance to protect my new mortgage and could not have done it without Matt. He went back and forth to various providers and pushed for the best outcome for me. Nothing was a problem and he took a huge load of stress of my shoulders by managing the process for me. He also provided additional advice around Kiwisaver providers that could help me grow my fund, while investing ethically. A huge mihi to you for all your help Matt!”

- HANNAH McKNIGHT, owner Ngātahi Communications, Christchurch

“Matt from Future Wealth has been invaluable to my business and also my employees. He has helped me with my acc and protecting my business through his knowledge of what cover I specifically need and as cost-effective as possible.
He also helped myself, my staff and family with our kiwi saver accounts. Helping us all get as much benefit out of the scheme as possible.”

- BRAD ELLEY, owner of Elley Plumbing

“Cannot recommend working with Matt from Future Wealth enough!
After countless attempts to get our previous broker to meet with us to update our policies, Matt was a dream to work with. Our entire financial situation was broken down painlessly, improved insurance cover was recommended and implemented and our KiwiSaver was brought up to date - with an instant improvement (and easily understood)!”

- CHRIS AND SEL LEIGH

“After purchasing a new business, Matt educated us on risk and helped us protect the business and our family. He tailored the right solution for us at the time. He made the process so easy for us and took all the hard work away.”

- SCOTT EDMONDS, owners Flex Fitness

Ready to Take the Next Step?

Don't leave your financial future to chance. If you're ready to take control of your finances and set yourself on a path to a more fulfilling life, we're here to help.

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Financial Services: Christchurch Community Impact

When you work with Future Wealth for investment planning, retirement planning, and much more, you're not just investing in your own future; you're also contributing to the well-being of our broader community in New Zealand. We're committed to providing financial education and advice to youth and are currently partnering with local initiatives to make a lasting impact.

How to Get Started Working Towards Your Financial Goals

Embarking on your journey towards financial freedom is as simple as booking a free chat with us. Reach out today, and let's start planning for a brighter, more prosperous future.

We look forward to partnering with you to create a future filled with financial freedom, personal well-being, and community impact in NZ. Welcome to Future Wealth. Contact our team to find information about our financial planning advice services, whether you want help with Kiwisaver, investment advice, retirement advice, or to simply maximise your money.