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Whangarei Wealth Management & Investment Advisers

Plan for your future.

Whatever stage of life you are in, it is important to develop a financial plan. Our investment process will help you uncover how you can start investing for your future, and enjoying your future.

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Whangarei Wealth Management & Investment Advisers

Invest for your future.

We work with you to develop a plan that aligns with your goals, from saving for retirement to generating a passive income.

Learn more

Whangarei Wealth Management & Investment Advisers

Enjoy your future.

We take pride in assisting our clients to become financially secure, and we take joy in seeing the freedom that affords our clients. That is our ‘why’. The ‘how’ comes from developing and implementing your investment plan.

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Walking on Beach

I want to.

Enjoy my retirement

Your goal may be to grow your wealth, or provide a regular income, or both.

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Generate a passive income

Investing in a diversified portfolio of shares and bonds can provide you with a passive income.

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Invest in shares

We can act as broker to buy and sell shares directly.

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Gain investment insights

You may be looking for assistance in picking shares, and also looking for general insights into the market.

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Simplify my investments

You may have an existing investment portfolio, and want to simplify the administration or reporting.

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Save for my retirement/Invest in KiwiSaver

You are looking to start a regular savings plan to build for your future.

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Jarrod Goodall

Jarrod Goodall
Nathanael McDonald

Nathanael McDonald
Daniel Butzbach

Daniel Butzbach
Yovich Next Arrow
Yovich Previous Arrow
Plan Invest Enjoy
10-08-2026

Yovich & Co Market Update - 10 August 2026

New Zealand’s NZX 50 rose 0.90% over the week to close at 13,824.13. The key local economic release was labour market data, with Stats NZ reporting that the unemployment rate rose to 5.6% in the June quarter, up from a revised 5.4% in March.
03-08-2026

Yovich & Co Market Update - 3 August 2026

The NZX 50 fell 0.53% over the week to close at 13,699.28. The key domestic economic release was the ANZ Business Outlook survey, which showed a further lift in sentiment, with business confidence rising 19 points in July to 56 and expected own activity increasing 12 points to 49.
27-07-2026

Yovich & Co Market Update - 27 July 2026

The NZX 50 rose 0.56% over the week to close at 13,772.29. There was some volatility in the index for the week as President Trump announced tariffs of 10% and 12.5% on New Zealand.
24-07-2026

Cost of Financial Advice in NZ: How Much Does Financial Advice Cost?

Learn how financial advice fees work in New Zealand and what it costs to receive investment, KiwiSaver or retirement advice from Yovich & Co.
24-07-2026

What Does a Financial Adviser Do?

Find out what a financial adviser does and how they can help with investments, KiwiSaver, retirement planning and managing your wealth.
20-07-2026

Yovich & Co Market Update - 20 July 2026

New Zealand’s NZX 50 fell 0.66% over the week to close at 13,694.68, giving back some of the previous week’s gains.
13-07-2026

Yovich & Co Market Update - 13 July 2026

New Zealand’s NZX 50 gained 1.21% over the week, rising from 13,618.42 to close at a record high of 13,785.67, with trading concluding on Thursday ahead of the Matariki public holiday on Friday.
07-07-2026

Property Built Your Wealth, Is It Still Working for Your Lifestyle?

For many New Zealanders, property has been an effective way to build wealth, providing long-term capital growth, rental income, and the security of owning a tangible asset. While building wealth is often the priority earlier in life, retirement can shift the focus towards creating an income, maintaining flexibility, and enjoying the lifestyle that wealth makes possible.
06-07-2026

Yovich & Co Market Update - 6 July 2026

Property Built Your Wealth, Is It Still Working for Your Lifestyle?
29-06-2026

Yovich & Co Market Update - 29 June 2026

New Zealand’s S&P/NZX 50 was unchanged for the week, closing at 13,495.24.

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