Office address: 360 Remuera Rd, Remuera, Auckland 1050
Website: www.mymoney.net.nz
Year established: 2015
Company type: financial services
Employees: 2
Expertise: mortgage advice, home loans, refinancing, first home buyers, business finance, investment properties, mortgage calculators
Parent company: Frontier Services Limited
Key people: Stephen Robertson (founder and senior financial adviser), Joanne Gilbertson (client services manager)
Financing status: N/A
My Money is a mortgage brokerage firm headquartered in Remuera, Auckland, specialising in comprehensive home loan solutions, business finance, and more. It caters to clients across the wider Auckland region and the whole country with the help of video communications. With a strong team of two people, it is known for its personalised service and holistic approach to financial advice.
My Money was founded in 2015 by Stephen Robertson, a financial expert dedicated to holistic client care. In 2021, Robertson was interviewed by NewsHub, a prominent New Zealand news outlet, where he shared insights on financial trends. That same year, he spoke at a local school about money management, helping students build confidence and awareness with "The Pocket Money Guide."
In 2023, he was interviewed multiple times, discussing the challenges of rising mortgage rates and the financial pressures faced by New Zealanders. Robertson's comprehensive and client-focused approach was also featured in an article by the New Zealand Adviser, further highlighting his influence in the financial sector.
My Money offers a diverse range of financial products and services, focusing on mortgage advice. Their key offerings include:
first home buyers: tailored financial advice and support for first-time home buyers
home loans: competitive mortgage options to suit various client needs
refinance: solutions for refinancing existing home loans to better rates or terms
business finance: financial products to support business growth and stability
investment properties: strategies and loans for property investment ventures
mortgage calculators: tools to help clients assess their borrowing capabilities and repayment plans
Stephen Robertson and his family are deeply embedded in the local community, participating in various activities from playball to soccer and swimming to cycling. This active involvement has not only enriched their personal lives but also led to opportunities on radio and television, highlighting their community spirit. My Money's commitment to giving back is evident in their support for numerous local causes and events, such as:
sponsoring the Bayleys Make-A-Wish fundraiser
organising a Make-A-Wish: Mamma Mia movie night
attended a Mid-winter Xmas party to buy gifts for charity
raised money for Stonefields School Fair
The company aims to enhance financial literacy within the community and to its clients, as part of its company beliefs. The Property Academy, supported by My Money, is an educational resource that offers clients the opportunity to gain confidence and knowledge in property investment. This initiative embodies their commitment to client education and empowerment, with features like:
free video course on property investment in NZ
several videos covering various aspects of property investment
includes tests, calculators, and quizzes for interactive learning
transcriptions of all videos available for those who prefer reading
created by property investment advisers and coaches
Stephen Robertson serves as My Money's founder and senior financial adviser. He was a member of Business Edge Hamilton, a relationship manager at ANZ, a BD consultant at Tax Management, and the owner of Capital Care Finance. A chartered accountant, he graduated from the University of Waikato with a degree in accounting and finance.
Joanne Gilbertson is a client services manager and a key person for the company. She was also a practice manager at Float Mortgages, sales and administration at YOUPOWER, and more. She graduated from the University of Waikato.
The company is continually expanding its educational and community initiatives to support long-term client success. Recently, My Money's founder, Stephen Robertson, spoke at Thomas Consultants’ financial workshop, providing comprehensive training for employees' professional and personal financial well-being. The workshop included insights from three professional advisers, offering valuable information from various financial perspectives.
Stephen Robertson was profiled by NZA, where he discussed holistic client care and the potential of AI in the finance sector. This spotlight highlights his innovative approach and reinforces My Money's commitment to comprehensive financial well-being. The recognition by NZA enhances the company's profile, opening doors for future opportunities and growth in integrating technology with personalised financial advice.
Adviser redefines financial advising with personal touch and tech savvy
