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Your finances are as much about your values, history, priorities, and goals as they are about investments. We believe that great financial planning takes all of these into account – to build sustainable, long-term wealth.
Whether you’re building first‑generation wealth or refining a multi‑million‑dollar portfolio, we weave mortgages, KiwiSaver, insurance, and global investments into a single, forward‑looking plan - built to outlast market cycles and span generations.
As working parents we're okay on income but poor in time. Multiply turned our scattered investments, insurances, estate plan, and mortgages into one integrated plan with a clear strategy and an annual ‘board meeting’ for our finances. We now track progress in a single dashboard and are well on schedule for an early retirement.
As a senior executive, I wanted clarity on my employee share scheme, property goals and future lifestyle goals. Multiply modelled multiple scenarios and built a low-maintenance strategy that keeps me on track for financial independence by 50. Regular check-ins feel like having a private CFO in my corner.
After selling down our property portfolio we were looking for in-depth long-term asset management, tax planning, and effective philanthropy. Multiply helped us design a family charter, tiered portfolios across our trusts, and worked with our external advisers on a long-term gifting strategy.
The property and mortgage lending sector has gone through significant changes in the last several years with tax changes, law changes, rising interest rates, and falling values. Making informed decisions and having good advice is crucial to maximize your potential long-term wealth and minimize potential risks.
Clarity. Confidence. Control. Book your discovery call and see what integrated advice looks like for you—whether your next milestone is a multi-million dollar portfolio or funding your first home.