Financial Planning & Retirement

PLAN WITH FINANCIAL EXPERTS.

financial planning

FINANCIAL PLANNING

To get ahead financially one of the first and most important steps is learning how to best manage your money. After working with thousands of clients over the years we have found most people have some form of financial goal, whether it be pay off debt, upgrade the car, go on yearly holiday’s, buy a house or buy multiple properties.

The first step of any financial planning is to break it down and understand where you are at from there you can put together the appropriate action steps to achieve your financial goals.

Get a Financial Plan

We have built an incredible tool which breaks down debt, expenses and helps you understand and manage your money better.

We get approached by hundreds of people every year wanting to figure out how to get in to their first home, our Financial Planner allows us to break down the steps for our prospective first home buyers and make the process that much more obtainable. Unlike banks and many brokers, as soon as you engage with us we are committed to helping you achieve your goals. We don’t believe in the word “No” instead it’s always yes, whether that be yes you can buy a home in 12 months, or yes you can buy a home in 5 years, either way we will never turn people away, instead we work with them to get to the point of “Yes, you can buy now”.

Whether you are just after a copy of our Financial Planner to get going yourself, or you are looking for in depth sessions and ongoing accountability we are the team for you. We are driven by helping people succeed, so if you are ready to get ahead, we are committed to helping you. Consider us you Financial Personal Trainers.

l

Planning for Retirement

Many people do not have a plan for retirement, and while it may seem like a long time away for most of us, it is never too early to start understanding what is required to live the life we want to when we retire. People are living longer and longer now, meaning we are faced with having to plan to financially support ourselves for possibly 30 or more years past 65. Making it one of the largest financial commitments of our lives. We have an awesome and interactive tool that helps us determine what you need to retire comfortably and allows us to map out the pathway to get there. From there we help you take action and work towards a happy retirement.

Asset Finance

Short term debt such as personal loans, hire purchase and credit cards are a regular part of many people’s lives. Unfortunately, most people we come across are paying high interest rates on unsecured debt in a variety of forms making it harder and it taking longer to pay off. Securing your debt against some form of asset allows you to bundle your debts in to one easy repayment and securing an often much better interest rate. Saving you money immediately in repayments and helping pay down your debt sooner.

Or maybe you are looking at taking out a new loan and what to explore your options and nab a great rate

Either way, with the help of our industry partners we can help you with secured loans for whatever it is you are after. Have a chat to one of our team today to find out more.

READY TO GET STARTED TODAY?

  • NFirst Home Buyers Auckland Wide
  • NMobile Mortgage Brokers
  • NIndependently Owned
  • NSpecific Advice Includes Tailored Debt Reduction Techniques
  • N100% Free Service
Google Rating
5.0
Based on 15 reviews
Facebook Rating

    SEND US A MESSAGE

    See what our clients have to say

    Social Rating
    5.0
    Based on 15 reviews

    Matt and the One Stop team were incredibly helpful securing my mortgage and insurance. He thought out side the box and worked hard to overcome a few hurdles along the way. He was incredibly professional yet relatable and approachable. He made my first home buying experience incredibly smooth and easy. Thanks Matt!
    Gavin Woodward
    Gavin Woodward
    21:57 19 Oct 21
    A great help. made things so much easier for us
    Baby Online
    Baby Online
    04:58 08 Jun 21
    Wow what can I say, my first home buying went so much smoother than I ever imagined! I knew absolutely nothing about mortgages and Matt had explained everything in terms I could totally understand. He made the whole process smooth and seamless, without much work from us because him and his team had done it all! Thank you so much for everything you've done so far 🙂
    Olivia Atrushi
    Olivia Atrushi
    02:47 08 Jun 21
    Matt Willoughby and TeamProfessional, Caring and ProactiveWords cannot explain how grateful we are to work with Matt and his team to buy our very first home. They made the impossible possible. We were delighted by their professionalism and how proactive they were throughout this whole process. Matt and team got our trust from day 1 cos he showed that they care and will do everything possible to make things work. To Matt, Dave and the rest of the Team Matt Willoughby East Tamaki. Thank you so much for your guys relentless effort. We are proud first home owners and we forever appreciate you.
    ea faletau
    ea faletau
    04:10 16 Apr 21
    Matt was easy to work with and did a great job of negotiating good rates for our mortgage. Our pre-approval came through really quickly thanks to Matt and his team. We found the advice received on how to structure the mortgage very clear and helpful.
    Natalie C
    Natalie C
    08:28 07 Apr 21
    Matt and his team were amazing during the entire house hunting and purchasing process. We crossed the line with a wealth of knowledge thanks to Matt taking the time to simplify and considerately interpret the sometimes confusing nature of having a mortgage. Thanks again.
    Matt Setefano
    Matt Setefano
    19:42 24 Feb 21
    I will recommend Matt to everyone. My partner and I owe him for helping us get into the Auckland property market. Not only is he professional, simplifies the daunting process of purchasing a home. He is always a phone call away when you have any questions (very quick in returning a call).When issues or concerns were raised by the bank, Matt went into fight for us and got us across the line.Thanks Matt, five stars ⭐️ ⭐️⭐️⭐️⭐️
    Paul Norman
    Paul Norman
    05:35 29 Sep 20
    Matt and his team were awesome at helping us into our first home. They were professional, communicative and would go out of their way to ensure that we were tended to at every stage of the process.
    Dominic schryvers
    Dominic schryvers
    23:01 18 Mar 20
    My husband and I had a 3year goal in place to buy our first home. A friend of ours told us about Matt Willoughby so i sent him a text. Matt and his amazing team were able to help us buy our first home in less than 6months. What seems impossible quickly became a reality for us.Although a few hiccups on the way, matt was able to quickly fix it and inform us along the way. Ive seen people go through this process of buying a home and being stressed, but our experience was great! absolutely recommend Matt and his team.Thanks again Matt and team for helping us.
    Vaioleti Atiola
    Vaioleti Atiola
    03:08 21 Feb 20
    Our dream of being first home buyers seemed unreachable until we found Matt! Thankyou so much for the awesome advice and encouragement along the way. Excellent!!
    Melanie Boyce
    Melanie Boyce
    05:06 28 May 19
    We would not have been able to fulfill the kiwi dream and buy our first home if it was not for Matt Willoughby Ltd. They respond quickly and were able to communicate in a way that let us understand the entire process. Will use again for any lending in the future.
    Tim Booth
    Tim Booth
    01:15 23 May 19
    Absolutely fantastic, really communicative and patient for a first-home buyer that hasn't gone through this process before. Would highly recommend his services.
    Shane Henderson
    Shane Henderson
    03:24 08 Mar 19
    Matt Willoughby you have helped both me and my partner so much! You have exceeded all expectations and gone above and beyond! Matt helped me and my partner re-finance our mortgage he helped us with everything! It was a struggle as it felt like everything that could go wrong went wrong but he persevered and not only got us a "good" interest rate he got us the BEST interest rate and the BEST repayments. I would highly recommend Matt as he makes the impossible happen and doesn’t pass that stress on! Matt you are amazing take credit you deserve this so much you literally ease the stress and you take the weight off your client’s shoulders! You have done an amazing great job Thank you SOOOOOOOOOOOOOO MUCH 100+ Stars 🙂
    Flo & Geoff
    Flo & Geoff
    20:45 20 Dec 18
    So helpful! Matt helped secure us a really good rate with great cash back and a loan structure that will take years off our mortgage!
    Laura Thompson
    Laura Thompson
    20:10 06 Dec 18
    SAME PEOPLE, NEW BRAND
    Hi there, we have moved from mattwilloughby.co.nz to our new home onestopfinancial.co.nz. If you have any question, please contact us. Otherwise, welcome to our new site!