Simple investment solutions for you, from an expert team.

 

Introduction

 

Advice-led KiwiSaver and investment strategies to help you make confident decisions about your wealth.

YMT Wealth provides personalized KiwiSaver and investment advice for individuals and families who are building wealth, protecting what they’ve built, or planning how to use it effectively over time.

Our focus is on practical, clear advice that supports your lifestyle, goals, and long-term plans.

 

What we do

We help clients structure, manage, and use their wealth with clarity and confidence.

Our advice is tailored to your goals, timeframe, and circumstances, and considers how different elements of your financial position work together - rather than being managed in isolation.

KiwiSaver advice

We provide advice to ensure your KiwiSaver fund choice, risk profile, and contribution strategy remain appropriate as your balance grows and your circumstances change.

For clients with higher KiwiSaver balances or more complex requirements, advice may include access to KiwiWrap, a flexible investment platform that allows for greater personalization and ongoing oversight where appropriate.

 

 Investment & portfolio advice

We provide advice on investing surplus income, lump sums, and existing assets in a structured and diversified way, aligned with your objectives, time horizon, and tolerance for risk.

This may include building and managing investment portfolios designed to support long-term outcomes such as capital growth, preservation, flexibility, and income. For clients approaching or in retirement, advice can include withdrawal strategies aimed at delivering sustainable income while managing risk, tax considerations, and longevity.

Advice is reviewed over time to ensure it remains appropriate as circumstances and markets change.

 

Integrated advice

Investment decisions don’t happen in isolation.

Where relevant, we coordinate investment advice with lending and insurance considerations through the broader YMT group, helping support more informed decisions and avoid fragmented financial planning.

Who we work with

We typically work with clients who have built, or are building, meaningful wealth and want professional advice to help them manage it with clarity and confidence.

This commonly includes:

• Individuals and families with surplus income or capital to invest
• People who have received, or expect to receive, significant lump sums
• Clients with higher-balance KiwiSaver accounts requiring a more tailored
  approach
• Those transitioning into retirement, or already retired, seeking structured
  income and capital management

Whether you are actively growing wealth or focused on using it effectively, advice is tailored to your goals, timeframe, and financial complexity.

 

 Why YMT Wealth

Advice should be practical, understandable, and built around you.
At YMT Wealth, we focus on:

• Personalized advice based on your individual circumstances
• Clear, down to earth explanations
• Advice that adapts as your life and financial position change
• Long-term relationships rather than one-off transactions
• Coordinated thinking across KiwiSaver, investments, and lending

Our role is to help you understand your options and make confident, informed choices.

 

Meet your adviser

 

Jordan Saville
Director & Wealth Adviser

Jordan has nearly ten years’ experience in banking and financial services, including seven years as a financial adviser, working with individuals, families, trusts, and community organizations across Southland and Central Otago. He provides personalized advice on KiwiSaver, investment portfolios, and retirement planning, supporting clients from early wealth-building decisions through to retirement income strategies. Jordan holds a Bachelor of Commerce (Finance) from the University of Otago and the New Zealand Certificate in Financial Services (Level 5 – Investment Strand). His background also includes project management roles within the construction sector, shaping a practical, structured, and outcome-focused approach to advice.

 

How the conversation works

1. Initial conversation
A casual discussion to understand your situation, priorities, and what you would like help with.

2. Discovery meeting
A deeper discussion to explore your financial position, what matters most to you, and what you want your money to achieve. This can take place in person or online and may be supported by a short discovery questionnaire where helpful.

3. Personalized advice & recommendations
Where advice is appropriate, recommendations are tailored to your individual circumstances and objectives.

4. Ongoing support
Advice can be reviewed and adjusted over time to ensure it remains appropriate as your life, goals, and markets change. There is no obligation to proceed beyond the initial conversation.

 

Book a conversation

If you’d like to discuss your KiwiSaver or investments, you can contact us directly via e-mail or give us a call.

 

E-mail: jordan@ymt.co.nz

Phone: 027 542 0299

 

 Disclosures & regulatory information:
YMT Wealth (FSPR 1011547) is an authorized body of Your Mortgage Team, a licensed Financial Advice Provider under the Financial Markets Conduct Act 2013.

 

 

 

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