At +MORE, we’ve always believed the best outcomes come from understanding the bigger picture. As confidence begins to improve and people look ahead to new opportunities, many are seeking advice that considers how their financial decisions work together to support their broader goals.
That’s why we’re excited to introduce +MORE Wealth and +MORE Finance, two new specialist services designed to give clients access to a broader range of expertise through the +MORE network.
For many years, our accounting, tax and advisory teams have worked closely with clients to help them achieve their goals. As those goals evolve, so too do the conversations we have. Clients are increasingly seeking support with retirement planning, KiwiSaver, investments, lending, property decisions and broader wealth creation strategies.
The introduction of +MORE Wealth and +MORE Finance reflects our commitment to providing more connected support across every stage of life and business.
+MORE Wealth helps individuals and families take a proactive approach to their financial future.
Rather than focusing on products first, the process begins with a personalised WealthPlan. By bringing together information about income, assets, KiwiSaver, investments and future goals, clients gain a clearer understanding of where they stand today and what it will take to achieve the future they want. Whether the focus is building wealth, planning for retirement, reviewing KiwiSaver arrangements or preparing for a major life event, the goal is simple: provide clarity, confidence and a roadmap for the future.
+MORE Finance provides access to lending expertise for both personal and business needs.
From home loans and property investment through to business growth funding, equipment finance, vehicles and working capital solutions, +MORE Finance helps clients explore lending options that align with their wider objectives. Rather than viewing lending as a standalone decision, advisers take the time to understand each client’s circumstances and identify funding solutions that support their broader financial goals.
Financial decisions rarely happen in isolation.
For example, a business owner considering growth funding may also be thinking about cash flow, succession planning and personal wealth creation. A family reviewing their mortgage may also be weighing up investment opportunities, KiwiSaver contributions or retirement goals. By bringing together expertise across accounting, advisory, wealth and finance, +MORE is better positioned to support clients with advice that considers the full picture.
The addition of +MORE Wealth and +MORE Finance strengthens the breadth of expertise available through the network and creates more opportunities for clients to access specialist advice when they need it most.
Ultimately, these new services are about making it easier for clients to access the expertise they need to make confident financial decisions. Whether they’re growing a business, planning for retirement, purchasing a home or building long-term wealth, our focus remains the same: helping clients achieve their goals through practical advice, trusted relationships and connected expertise.
You can learn more about each service by visiting:
Our new specialist services are designed to help you make informed financial decisions with advice that considers the bigger picture.
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