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Wealth · Fundmaster Wealth

How future-rich do you want to be?

Picture the life you're building towards. The security, the freedom, the feeling of knowing everything is taken care of. That version of you is closer than you think — Fundmaster Wealth is here to get you there.

What we do

Build Long-Term Financial Security

From planning and KiwiSaver to retirement, protection and estate strategy — everything you need to grow and protect what you've built, in one place.

01 · Wealth Planning

Your life has a vision. Your plan should match it.

A great plan doesn't just track your money. It reflects your life, goals, and exactly where you want to be in five, ten, twenty years. That's the kind of planning we do.

What this looks like

  • Setting clear financial goals for the next 5, 10 and 20 years
  • Creating a personalised roadmap to grow, protect and manage your wealth
  • Aligning your investments, savings and insurance with your life goals
  • Regularly reviewing your strategy as your circumstances evolve

When the plan is right, the future takes care of itself.

Get Expert Advice
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02 · KiwiSaver Advice

Your most prosperous future starts with one review.

Your KiwiSaver is already growing. With the right fund and a smart strategy, it can grow into something more rewarding. A quick review is all it takes to unlock the affluent future you deserve.

What we look at

  • Whether your current KiwiSaver fund matches your goals and timeframe
  • If you're contributing enough to maximise long-term growth
  • Opportunities to improve returns through the right fund selection
  • How KiwiSaver fits into your wider wealth and retirement strategy

Your finest years are ahead of you.

Review Now
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03 · Retirement Planning

What does your wealthiest retirement look like?

The answer looks different for everyone. But the feeling is the same. Freedom, security, and a life completely on your terms. We take that vision and build you a retirement plan that makes every year ahead richer and completely yours.

What this looks like

  • Understanding how much you'll need to retire comfortably
  • Building reliable income streams for life after work
  • Structuring investments to support long-term financial independence
  • Creating a plan that adapts as your retirement goals evolve

Every great retirement plan begins with honest advice and a clear path forward.

Talk to an Expert
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04 · Life & Income Protection

The life you've built is worth protecting completely.

Your income is what keeps everything going. The lifestyle, the goals, the little moments that make your family's life good. And the right protection means it stays that way. We make sure you have the right cover for the life you live.

What this covers

  • Protecting your income if illness or injury prevents you from working
  • Providing financial security for your family if the unexpected happens
  • Covering debts and financial commitments during difficult times
  • Ensuring your protection fits your lifestyle, budget and goals

At the end of the day, security and peace of mind are what truly count.

Talk to an Adviser
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05 · Estate Planning

Are you sure your wealth ends up in the right hands?

Your wealth took a lifetime to build. Without the right plan, it can end up somewhere you never intended. We make sure your legacy reaches exactly the right people with every detail thoughtfully planned.

What this covers

  • Making sure your assets are distributed according to your wishes
  • Protecting your family's financial future through proper planning
  • Structuring wills, trusts and ownership arrangements effectively
  • Reducing uncertainty and complications for future generations

Your legacy is too important to leave to chance. Protect it for generations.

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06 · Net Worth Building

Grow your wealth. Grow your world.

When your wealth moves forward, your world expands with it. The holiday home, the early retirement, the life you've always pictured. All of it becomes more real as you keep moving forward. We build a strategy that pushes your goals higher, year after year.

What this looks like

  • Tracking and growing your assets year after year
  • Creating a strategy to build wealth beyond your primary income
  • Balancing property, investments, savings and debt effectively
  • Turning long-term financial goals into measurable milestones

Your dreams and wealth should grow together. That's exactly what we make happen.

Grow Your Wealth
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07 · Emergency Fund Strategy

Life is unpredictable. Your finances don't have to be.

The unexpected doesn't announce itself. It just arrives. An emergency fund means you face anything that comes without financial stress or setbacks. We've helped generations of Kiwis get there, and we know how to get you there too.

What this looks like

  • Building a financial buffer for unexpected expenses or life events
  • Setting realistic savings targets based on your circumstances
  • Creating easy access to emergency funds when you need them most
  • Protecting long-term goals from short-term financial disruptions

Being ready isn't pessimistic. It's the smartest thing you can do.

Let's Connect
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One conversation

Your Wealth Journey Starts With One Conversation.

No jargon. No pressure. Just honest advice from an expert who understands your goals. Book your free consultation today and let us map out your next step.

FSP Registered 100% New Zealand Owned No Obligation