“This sounds like private investment advice.”
MTG works with everyday New Zealanders at different life stages and starting points. The first step is understanding whether the approach fits your circumstances.
What we do
Transformative Advice
We help clients who want their financial and business solutions to be more powerfully connected with their Lifetime Plan.
Is this for people like me?
You do not need to have everything sorted before starting.
Transformative Advice is a guided planning conversation, not an assumption that you already have a large investment portfolio.
“I only came in for one decision.”
That is normal. Your existing adviser may suggest a wider conversation only when the information they learn shows it could help.
“I do not know what it will involve.”
The team will explain the process, who will be involved and any applicable costs before you decide how to proceed.
Common questions
Clear answers before you take the next step.
What is Transformative Advice?
Transformative Advice is a guided planning process that connects the financial decision in front of you with your wider goals, family priorities and lifetime plan.
Who is Transformative Advice for?
It is for everyday New Zealanders who want their mortgage, protection, KiwiSaver, wealth and other financial decisions to work together rather than sit in isolation.
Does a Transformative Coach provide regulated financial advice?
A Transformative Coach guides the wider planning conversation and coordinates the right specialists. Regulated financial advice is provided by an appropriately qualified adviser.