Experience personalised guidance, tailored insights, and expert advice tailored to you. Partnering with a trusted and experienced provider is a step towards financial freedom.
Welcome to Meta Financial Solutions.
Financial advice to help you achieve your life goals, by making smart choices today.
Our mission is to help you take control of your finances. We will help you map out your financial and life goals and ensure that you have a plan that will deliver them.
We are experts in creating financial plans for clients at every stage of life:
Jason Parker2024-03-21Great service! Happy to recommend Mike at Meta Financial.Daisy Wu2024-03-17I have gone to Mike Willoughby for advise on Kiwisaver. He provided me with very accurate and sufficient information, and helped me to transfer my Kiwisaver account with easy and quick step. Also when I had questions about that, he provided quick help again. I'd strongly suggest everyone to go to Mike regarding Kiwisaver. Daisy WuJamie Moar2023-11-23Mike is fantastic! He helped us with our mortgage and insurances. The process was easy and he gave us great advice. He understood our needs and we were happy with the end result. We 100% recommend giving Mike a call.Taylor Moar2023-11-07Mike was very helpful with arranging the financing for our mortgage and it wasnt a straightforward homeloan either. He was thorough and comprehensive. We ended up using him to review our insurance and kiwisaver.Sophie Alice2023-11-05Mike at Meta was able to secure us a loan under difficult circumstances (my self-employment being seen as a no-go for main banks) and in a very competitive sellers market. Thanks Mike!Maui B2023-10-25Always helpful and a pleasure to work with. Provides great professional advice.Brendan Traynor2023-10-08Meta Financial are great to deal with. Clear guidance on decision making and fast to act. Good knowledge on the industry: House buying, renovations, investment and developments. Would recommend to others.Sanjay Kumar2023-10-07We are overjoyed to be able to Mike He helped with our home loan and now done a great job secure our loan for extension and renovation of our property I would happily give recommendations to anyone who wants a professional financial advisory.swaran kumar2023-10-05Mike and team thank you so much for helping us with the loan for our renovation for my partents place. You've been very helpful. Definitely getting in touch with you when I buy my own house. Thank you once again guys😊Google rating score: 5.0 of 5, based on 22 reviews
Contact us today to discuss how we can help you. Alternatively, you can call us on: 021 402 508
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A will is one of life’s essential legal documents people need to consider. To protect your hard-earned assets and provide for loved ones, having a will gives you peace of mind. The law is inflexible about what happens to your possessions if you die without one.
The Reserve Bank (RBNZ) is overhauling the criteria for mortgage lending in New Zealand. It plans to put in place debt-to-income ratios (DTI) by the middle of 2024. The goal is to cut risks to financial stability, and support sustainable house price growth. Most banks have already rolled out the changes to Mortgage Brokers.
Associate Finance Minister David Seymour has announced the Coalition Government’s final plans they have been working since the election. He said in a statement this week (March 10th 2024). Landlords can claim 80% of their interest expenses from April 1, 2024. They can claim 100 percent from April 1, 2025, onwards.
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.
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Mike Willoughby
mike@metafinancial.co.nz
Ph | 021 402 508
PO Box 38502,
Howick, Auckland 2145,
New Zealand
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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.