YMT Wealth

25/08/2026

Many people assume financial advice is only for those with millions to invest. In reality, the biggest difference advice can make is while you're building wealth, not after you've already built it.

Book a complimentary, no-obligation conversation to see how a tailored investment strategy could help you reach your goals.

🟡 Get in touch today.
E-mail us at [email protected]
Or give us a call on 022 027 4408 and speak with Jordan.

11/08/2026

Your KiwiSaver shouldn't exist in isolation. We help clients build investment strategies that work together with their wider financial goals.

Book a free introductory conversation.

🟡 Get in touch today.
E-mail us at [email protected]
Or give us a call on 022 027 4408 and speak with Jordan.

28/07/2026

Your KiwiSaver investment. Your call.

Most Kiwis are in a one-size-fits-all KiwiSaver fund they set up once and never revisited. KiwiWRAP is an advice-led KiwiSaver scheme that lets you build a personalized portfolio from over 400 investment options, working directly with your adviser.

If you'd like to know whether your KiwiSaver is actually working for
you, we're happy to have a chat.

🟡 Get in touch today.
E-mail us at [email protected]
Or give us a call on 022 027 4408 and speak with Jordan.

23/06/2026

We are giving you a $500 Money Makeover!

We’re putting $500 into your KiwiSaver thanks to our friends at Your Mortgage Team - Queenstown . Get advice on all things mortgages, KiwiSaver, insurance, and investments thanks to the team at YMT.

It's the perfect way to help you make cents of the dollars…

Tag a friend to enter!

05/06/2026

What a great turnout.

Today we had the pleasure of hosting our first KiwiSaver investment sessions in both Wanaka and Queenstown. It was fantastic to see so many people taking an active interest in understanding how their KiwiSaver can evolve as their wealth grows.

A huge thank you to Ben Brinkerhoff and to Graham Duston for sharing their expertise and helping attendees better understand the opportunities available through diversified investment strategies and the KiwiWRAP KiwiSaver Scheme.

Thank you also to everyone who attended, asked thoughtful questions, and contributed to some great discussions. Seeing people take a genuine interest in understanding and improving their long-term financial position is always very rewarding.

If you couldn’t make it but would like to learn more about whether this approach could be suitable for your KiwiSaver, we’d love to have a conversation.

🟡 Visit our website for more details at ymt.co.nz/ymt-wealth
or e-mail us directly at [email protected]

02/06/2026

Most KiwiSaver balances sit in a single fund, with a single manager.

For investors whose balances have grown into a meaningful asset, there's a more sophisticated alternative. One that moves your investment strategy from a single fund into a portfolio of leading NZ and global investment managers, through the KiwiWRAP KiwiSaver Scheme.

This Friday, we're hosting two sessions on what that looks like in practice - with Ben Brinkerhoff (Head of Advice at Consilium) and our Chairman, Graham Duston.

Friday, 5 June
Wanaka - 9:00am to 10:00am (YMT Office, Northlake)
Queenstown - 2:00pm to 3:00pm (Sudima Hotel, Frankton)

Places are limited. Follow the link below to reserve your spot.

Register for Queenstown session here - https://forms.gle/zVy3UgbUaSs9yPtq7

Register for Wanaka session here - https://forms.gle/YQ9NUgZQveyg2Wrt7

16/03/2026