Licensed, fee-based financial advice

Forge your future.

A private wealth system, paired with your adviser. We help you plan how to enjoy the next few decades, and keep you on course.

Apply for access → See the system ↓
Advice, never products
No commissions, no product incentives. Regulated by the FMA, registered on the FSPR.
Online, or in person
A dedicated adviser, wherever you are in New Zealand.

Forge isn't software, or a report in your filing cabinet. It's a system.

Where your money and your goals connect, and you have a financial partner to help you the whole way.

Build the plan. Run your life. Stay on track.

The Blueprint.
Your whole financial life as one living plan, kept current with every decision.
An impression, not a screenshot
The Timeline.
Your life mapped across the decades ahead, kept visible to you rather than filed away.
An impression, not a screenshot
The Pulse.
One honest answer to "am I on track?", with guardrails that catch drift before it compounds.
An impression, not a screenshot
Signals.
Quarterly reviews on the record, and prompts between them when something actually needs your attention.
An impression, not a screenshot
What clients get

Your plan, live. Change a decision, watch it update.

Three example clients. This is the tool you get.

THE BLUEPRINTSCENARIO PLANNING
LIVE SPECIMEN
Retire at
Life, chosen
The fifty-year view
Move along the line. Every year holds a number.

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

How we can help

If you're at a moment of inflection, let's talk.

Life decisions are stacking up.
First home, first child, KiwiSaver, insurance - decisions that all affect each other.
You're selling or stepping back from a business.
You've spent years building it. Your own finances now need the same attention.
A large sum has just arrived.
A bonus, shares vesting, a business sale, an inheritance. Get the plan before anyone sells you a product.
If one of these is you, apply.
Apply for access →
Plans

The plans.

Three ways we work with clients. Every plan includes the full Forge System and a dedicated adviser - the price matches your situation, not the level of attention. We'll confirm the right fit in our first conversation.

Foundation.
For one person getting their financial life in order.Quarterly sessions with your adviser, your Blueprint and dashboard, KiwiSaver and savings advice, email support.
$299 / month, individual
Momentum.
For households juggling careers, kids and a mortgage.Everything in Foundation, for both of you - plus investment strategy across your accounts, education savings, and priority access.
$449 / month, household
Elevation.
For clients with multiple businesses or trusts, selling a business, or working across tax regions.Everything in Momentum - plus trust and company structures, sale and succession planning, and coordination with your accountant and lawyer.
$599 / month, household with entities

A Year-One Forge engagement is an annual commitment paid in 12 instalments. Your first three months cover onboarding and the delivery of your Blueprint; thereafter fees reflect ongoing advisory work. Exit any time with reconciliation of work delivered - no forward lock-in.

Cory Barton, founder
The firm

Founded by a builder. Run as a discipline.

Forge was founded by Cory Barton: fifteen years in fintech across Australia and New Zealand, including Canva and Xero, in financial services since 2009, a private investor since 2007, and a Financial Adviser registered on the FSPR. Every Forge adviser keeps a deliberately small client list, and works to one standard.

Principles
COMMISSIONSForge is fee-based. We sell advice and a system, never products for a commission.
CONFLICTSWhere any interest of ours could touch the advice, it is disclosed to you in writing, every time, and managed under our conflicts of interest policy.
Application

Apply for access.

We take on clients only when capacity allows the depth of work.

From here, no big decision gets made alone.

Your details are used only for this application, and you can ask us to delete them at any time. Nothing on this site is personalised financial advice.

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 profile yet, we'll tell you honestly, and hold your place for the next intake.