If you would like to achieve financial freedom then you have come to the right place. At Your Money Blueprint we help you make better use of your money so that you can live your best life.
Company goals
To help clients get better at managing their finances through education and support
To help clients understand and achieve their financial goals
To give clients the necessary tools and confidence required to make smart financial decisions that align with their goals
Providing financial plans that provide clients with the confidence to live their best life
Empowering clients to take responsibility for their decisions, whilst supporting their continual learning and growth
To help clients achieve a life of health, wealth and happiness, achieved through financial freedom
About us
At Your Money Blueprint we are passionate about personal finance and how we can use our money in a better way. Read our story here.
We want everyone to enjoy the benefits of financial freedom. We take our responsibility to your success very seriously and with specialised financial planning, you will benefit from our advice.
Our advice is 100% independent. We are not affiliated to any products and are not encouraged to sell you any products or services. Your success is our number one reward. We provide education, advice and support to people who want to take control of their finances.
Nick started Your Money Blueprint as a 37 year old after seeing people continue to make mistakes with money (himself included!). He is dedicated to helping one person at a time become a better version of themselves through smart use of money. His credentials include:
20 years in a corporate work environment
New Zealand Certificate in Financial Services (level 5)
Financial adviser for 6 years working with a wide range of clients
Private landlord for 9 years
Husband and father
Regular blog contributor
Our services
Our offer ranges from full scale financial planning services to hourly advice for a specific decision or situation you are facing.
Our full plans include (where applicable):
Wealth management
We provide planning on the best way for you to grow (and keep) your wealth. Be that in property, a business venture, cash, bonds or stocks. We will also help you decide how much wealth you will need to sustain your desired lifestyle.
Retirement planning
We help you prepare for your retirement by providing robust planning and advice.
We specialise in the many different forms of retirement and helping you to make it work. This includes traditional retirement, early retirement, semi retirement, sabbaticals, and more. We understand the benefits of financial freedom and aren’t fixated on only the outdated model of retirement of working for 40 years and then sitting on your keister.
You can read more about our thoughts on retirement in our retirement and financial independence blog sections.
We also have some financial freedom calculators you can play around with.
Investment planning
We provide investment plans for your savings, assets and income in a way that helps you to achieve your goals. Our investment plans help you grow your wealth, while managing risk.
You can read more about our thoughts on investing in our investing blog section.
There are also some investing and rental property calculators you can have some fun with.
Kiwisaver advice
We make sure you are in the best KiwiSaver fund for your situation, and are contributing the optimal amount.
Retirement drawdowns
We provide plans that determine where exactly your money should be invested (and how to use it), so that you confidently spend money in retirement without fear of running out.
Scenario planning
We help you decide on the best course of action for any decision you may be struggling with.
Pay off the mortgage or invest
Travel overseas or not
Take a sabbatical or not
Retire early or not
Buy a house or rent
Buy a rental property or not
Start a business or not
Sell house or stay put
Change career or not
Spend more money or not
Have a kid or not
Take time off work or not
The options are almost endless of what we can explore for you.
Personal finances
We also provide advice on anything else affecting your ability to get ahead, including:
An adequate sized emergency fund
Help with budgeting
Best way to set up accounts
Relationship dynamics
Your relationship with money
Helping with decision fatigue
You can find current prices here. For more information, you can book a no obligations meeting.
Why Your Money Blueprint?
We will put your needs first and foremost.
You will interact directly with the owner and founder of Your Money Blueprint. No sidekicks.
We are 100% independent. We will not try to sell you anything.
We are available nights and weekends when you are not working so you don't have to go out of your way. We realise how important work income is and don't want to take you away from the office unnecessarily.
Our one on one sessions are flexible. You can come to us, we can go to you, or via video chat.
We are walking the talk. We proclaim the benefits of early retirement and financial independence and know both how hard and possible it is. Read our story here of our plan to reach financial independence by age 50.
We are here to support you whenever you need to get back on track or some specific advice or a question answered.
We won't lock you in to any unnecessary long term plans.
Next steps
Feel free to read our regularly updated blog for more financial information and tips. Here you can find out a lot of what we stand for and believe in, to see if we may be a good fit.
Contact us via email or phone and we can set up a free 30 minute consultation. No obligations. The purpose is to determine if we will be a good fit for your needs.
If you would like to proceed with our service, we will set up our first meeting. For those in Wellington we can work face to face. If location is a factor we can also offer sessions via video or phone.
You can find our contact details here.
I look forward to hearing from you.
Nick
