Licensed, fee-based financial advice

Forge your future.

Get a personal wealth plan tailored for you. We help you invest, so you can enjoy your wealth.

Apply for access → See how the system works →
Fee-based, licensed financial advice
Regulated by the FMA, registered on the FSPR.
Online, or in person
A dedicated adviser, wherever you are in New Zealand.
How we can help

If life is about to change, let's talk.

Life decisions are stacking up.

First home, children, KiwiSaver, investing - decisions that all affect each other.

You're scaling, selling or stepping back from a business.

You've spent years building it. Now let's give your own finances the same attention.

A large sum has arrived.

A bonus, ESOP or employee shares vesting, a business sale, an inheritance. Get a clear plan before you make a decision.
If one of these is you, apply →

A plan you'll actually look at.

Your financial blueprint stays live between advice sessions - so when life moves, your adviser ensures your plan moves with it.

Apply for access → See how the system works →
EXAMPLE: AMY'S BLUEPRINT
Kia ora Amy
Friday 17 July
THE PULSE
On track for 60.
3 of 3 goals on track. Checked after every plan change.
Your goals
3 of 3 on track
The plan
Plan in years - or decades
TODAY
$220k AT 60, PROJECTED
-
RETIRE AGE
60, of 55-65
THE PULSE
On track

Re-run by your adviser after every session.

Your adviser
Forge WealthReplies within one working day

Kia ora Amy - your pay rise is in the plan now. Have a look.

TUE 9:12

Looks good. Is the travel fund still on for 2030?

TUE 12:40

Yes still on track for 2030

TUE 12:58
Message your adviser

One honest answer, always on top.

Illustrative figures, not personalised financial advice. The real Blueprint is built with you, and kept live by your adviser.

Pricing

The plans.

Every plan includes the full Forge System and a dedicated adviser - the price follows the shape of your situation.

Foundation.
For one person getting their financial life in order.
$299/ month, individual
CHOOSE →
Momentum.
For households juggling careers, kids and a mortgage.
$449/ month, household
CHOOSE →
Elevation.
For clients with multiple businesses or trusts, selling a business, or working across countries.
$599/ month, household
CHOOSE →

Where we advise on investments, a separate fee applies to those assets - 0.25% to 0.50% a year by plan. The full schedule and a worked example are on the pricing page.

See what each plan includes →
Application

Apply for access.

We partner with our clients, so let's talk to see if we're the right fit. Your details are used only for this application, and you can ask us to delete them at any time.

Not sure which plan is for you? Have a no-obligation chat →

We'll get back to you within 1 business day.

Received. Thank you.
We'll get back to you within 1 business day. If we don't have capacity for your situation yet, we'll tell you honestly.