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Our Story

Meta Financial Solutions was founded by Mike Willoughby after he saw the difference that expert advice can provide and the desire for in-depth financial planning to assist all Kiwi’s  in their long-term finances.

After graduating top of class in Business Management from AUT, Mike ran operations for a large corporate before deciding he’d better put his money where his mouth is and turn his passion into a career – helping others achieve greater financial success and security (after all, he had a young family of his own to plan for!).

There’s no time like the present! Let’s book a time to meet and get things working for the future you.

Our 4-step Process

Discovery

Every journey starts with a conversation. We’ll listen to your hopes, dreams and aspirations. And we look beyond your current situation and see this as the start of our journey to build your wealth.

Planning

The fun bit! We’ll assess your current position and forecast where you could be using our financial modelling software. This empowers you to achieve your goals – fast!

Implementation

Together we’ll carve out a clear path to build your wealth & minimise risk, considering the impact of future choices on your long-term finances. We're with you every step of the way.

Review

Our modelling is an ongoing part of our process as we work with you for the long-term. We’ll check-in to see how things are going and whether circumstances have changed. We’ll be there for you whenever you need us.

Our Partners

We are part of an extensive network of financial service professionals here in NZ.  These include all the banks, multiple non-bank lenders, finance companies, top insurance companies and specialist asset lenders. 

We are independent, impartial and objective in seeking the best financial solutions for you. If you already have a ‘team’, we’re happy to work with them, if not we can recommend experts in the field that we know and trust.

We only provide financial advice about products from certain providers:

  • For mortgages, we work with AIA (Sovereign Home Loans), ASB, ANZ, BNZ, Westpac, Resimac, Bluestone, SBS, Co-operative Bank, Pepper Money, Avanti Finance, Liberty Finance, Unity Money, Prospa NZ and other lenders and Finance Companies that may fit your needs
  • For life insurance, we work with – AIA, Asteron Life, Chubb (formerly Cigna), Fidelity Life and Partners Life  
  • For health insurance, we work with three providers – NIB, AIA & Partners Life
  • For KiwiSaver and investment products, we work with Booster

KiwiSaver is a voluntary savings scheme in New Zealand. Individuals can use it to save for their retirement. If you have been contributing to KiwiSaver for at least three years, you may be eligible to withdraw your savings in certain circumstances. In this article, we will study the different ways you can withdraw your KiwiSaver.

Traditionally, in January, we look at our current position. We make big decisions about what to change in the upcoming year. Whether our goal was to lose weight, pay off the mortgage or increase our retirement savings unfortunately, we sometimes falter by February. There are strategies that actually work to enhance our chances of success.

Set yourself up for success, before you start shortlisting properties and planning what you’ll do with your quarter acre. Seek out experts and accept help. In fact, we're here to guide and plan your homeownership journey right from the moment you start your career! “When you align all actions to a single outcome, and you keep working at it, your success will look effortless and obvious to the outside.”

Whether you’ve just bought a new home or you’ve received a letter from your bank to fix or refix your mortgage, the question of whether to fix or float will inevitably arise. Making the right choice for your financial future is worth getting advice on.

Have you ever wondered about the role of non-bank lenders in the New Zealand lending market? Often overlooked in favour of traditional banks, non-bank lenders are an excellent alternative worth exploring. In this article, we'll delve into the intricacies of non-bank lending institutions, dispelling common misconceptions and shedding light on their vital role in New Zealand's home loan market.

Financial Planning combines a personalised financial plan, carefully engineered by a Financial Advisor, to illustrate the path towards earlier financial freedom. Our Financial Cashflow Modelling software maps your journey, spanning your life decisions all the way to age 100. Our plan will consider your wellbeing, ideal lifestyle, home life, family, business, work and long-term aspirations. This will give you the confidence needed to understand your financial situation and make the best decisions for tomorrow. Read on to see how we'll help you obtain financial freedom and peace of mind earlier.

In this series of articles, we will begin by exploring the various life and health insurance options and organising them in order of priority, specifically tailored to the needs of most New Zealanders. Following that, we will delve deep into the realm of Health Insurance. Finally, we will discuss the recommended approach for investing in your insurances, ensuring that they remain affordable for as long as you require cover.

This situation arises in the aftermath of relationship changes, whether it's between partners ending their joint lives, or simply friends or family who purchased a home and now seek to go their separate ways.

Contemplating our own mortality is never easy. However, preparing for the future can ease the uncertainty for our loved ones once we're gone. Leaving this world without clear legal instructions regarding your finances and assets can place your family in a difficult situation.

New Zealand has experienced a surge of opportunity in recent years, as an abundance of newly constructed homes has emerged across the country. This bountiful supply of properties has not only made it easier for first home buyers but also captivated the attention of savvy investors. With a myriad of choices spread out before them, both groups find themselves amidst a housing market brimming with potential and possibilities.

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Google Rating
5.0
Based on 20 reviews
×
Facebook Rating
5.0
Based on 10 reviews
×
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Disclaimer

This calculator is intended as a guide only and is based on the Residential Owner Occupied rate. It is not intended to provide advice, and is not a quote or an offer of finance by any lender.