Velocity Financial

September is Wills Month.

Many people think wills are only something you need if you’re wealthy. But if you have children, a partner, a mortgage, KiwiSaver, investments, a business, or even shared assets, having a will in place can make things much easier for the people you leave behind.

At Velocity, we don’t prepare wills, but we do help our clients think about the bigger picture. That includes protecting their family’s lifestyle, managing debt and shared assets, building wealth intentionally, and making sure their financial arrangements are up to date.

Where needed, we can also refer you to a lawyer and help coordinate your will should be within your wider financial planning.

Because financial planning isn’t just about the future you’re building. It’s also about protecting the people you care about most.

We might be well over halfway through 2026, but there’s still plenty of time to manifest a few things.

If “finally sorting out my insurance” is still sitting on your list, consider this your reminder to tick it off.

A review can help you understand what you’re covered for, whether it still suits your life, and where there might be gaps.

Insurance? Let’s get it sorted: https://www.velocityfinancial.co.nz/book-a-service

Your credit history might not be something you think about every day, but it can play an important role when the time comes to borrow.

From applying for a home loan to financing your next move, building good financial habits now can give you more options later.

Not sure where you stand or what you could do to strengthen your financial position? A little planning can go a long way.

Not every mortgage application is straightforward, and sometimes there are a few extra knots to untangle along the way.

A big thank you to Hayden for sharing this 5-star review. We’re so pleased the Velocity team could help you navigate the tricky bits and get things sorted.

It’s feedback like this that makes our day. Thanks for trusting us with it, Hayden!

Sometimes the thing standing between you and where you want to be is simply the part you’d rather not deal with.

The budget. The paperwork. The difficult decision. Finally looking properly at your KiwiSaver, mortgage, insurance or investments.

It might not be the fun part, but getting through it can bring a whole lot more clarity and confidence on the other side.

And you don’t always have to figure it out alone.

Just last week, we were honoured to host a fundraiser for the Himalayan Trust at Velocity and hear from Alex and Patricia about the people and communities they work alongside in Nepal.

Sadly, many of those communities are now facing the devastating impact of severe flooding, making support more urgent than ever. 🩵

✨To everyone who attended the event, THANK YOU. Your donations to support the Himalayan Trust have already been added to their Nepal Flood Relief Fund ✨

If you would like to help, please consider donating to the Himalayan Trust's relief fund. In Nepal, even a small donation can make a meaningful difference, helping provide food, essential supplies, and support for families and small businesses as they begin the road to recovery.

Every contribution, no matter the size, helps.

Donate to the Trust 👉 https://nepal-flood-emergency-relief.raiselysite.com/

When your investments match your values too. ✌️

If where your money is invested matters to you, talk to us about socially responsible KiwiSaver and managed fund options that align with what’s important to you.

Find out what your options could look like: https://www.velocityfinancial.co.nz/book-a-service

Some evenings stay with you long after you've left the room, and last night was one of those evenings.

We were privileged to host Alexander Hillary, grandson of Sir Edmund Hillary, who shared stories about growing up as a Hillary, the extraordinary legacy of his grandfather, what it is like living in the light of that legacy, and the ongoing work of the Himalayan Trust in Nepal.

Alexander's authenticity, humility and passion shone through throughout the evening. Of the 100 or so people who joined us, we don't think anyone left the room uninspired.

We also heard from Patricia Sexton, who shared her experiences helping to build connections between Kiwi and Nepalese children through a pen pal exchange. Her stories were a wonderful reminder of the simple yet powerful ways people can foster understanding, friendship and connection across cultures and communities.

Together, we showed our support for the Himalayan Trust and the important work it continues to do in Nepal. More than that, it was an evening filled with inspiring stories, meaningful conversations, generous hearts and a shared sense of purpose. It reminded us of the incredible things that can happen when people come together for a cause that matters.

A heartfelt thank you to Alexander, Patricia, and everyone who attended and helped create such a positive and uplifting atmosphere.

At Velocity, we love bringing people together and contributing to the good vibes in Wellington, and you certainly brought them last night. 🙏💙

What a milestone. Congratulations to Abigail and her partner on settling into their first home!

It’s especially lovely to hear when clients have felt supported throughout the whole journey. Buying your first home can come with plenty of questions and decisions, and having someone approachable in your corner can make the process feel that much easier.

A big thank you to Abigail for sharing such kind feedback, and to Simon for the care and support he continues to give his clients.

We hope you both enjoy this exciting next chapter.

The future version of you is shaped by the decisions you make today.

When life is busy, retirement planning can easily sit in the "I'll get to that later" pile. But taking the time now to review your KiwiSaver, investments and wider financial plan can help create more choice and flexibility down the track.

You don't need to have everything figured out today. You just need to start thinking about where you'd like to be later.

If it's been a while since you looked at your long-term plan, perhaps it's time for a check-in: https://www.velocityfinancial.co.nz/book-a-service