Welcome to the Forge System

Forge is more than just advice, it's a system.

Where your money and your goals connect, and you have a financial partner beside you the whole way. One system. We build the plan. You live your life. Together, we stay on track. Here's what that looks like, stream by stream.

Today

One honest answer to "am I on track?"

The Pulse sits on top of everything the plan knows - accounts, goals, the decisions you've made with your adviser. It's re-checked every time your plan changes, so the answer is never six months stale.

Checked with every plan change, not once a year
A plain verdict: on track, close, or needs a rethink - with the number that says why
When something slips off plan, you and your adviser both see it early
TODAYFRI 17 JUL
Kia ora Amy
THE PULSE
On track for 60.
3 of 3 goals on track. Checked after every plan change.
Saved this month+$1,850
KiwiSaver balance$48,200
Next sessionTue 18 Aug, 4pm
Goals

Goals with real progress.

Each of your goals carries its own numbers - from what you've already set aside, what's remaining, and when it lands. Goals can be numerous and flexible: but simplified to one list, with honest percentages.

Every goal priced and dated, not just named
New goals join the plan at your next session
GOALS3 OF 3 ON TRACK
First home, 2028$81k of the $110k deposit
Contributing$1,200 / month
On pace forMay 2028
Held inCash + short-term fund
3 months of travel, 2030$7.4k of $20k set aside
Retire at 60$220k invested, on track
Plan

Plan in years - or decades.

It's up to you. Your financial blueprint runs your whole financial life as one cohesive plan, from first savings to the years you spend it. Every decision moves it - the house, the travel, the retirement age. Your adviser re-runs it after every session.

One projection, every goal and milestone on it
Every year ahead holds a projected number
Change a decision with your adviser, watch the line move
PLANAGES 30-80
TODAY
$220k AT 60, PROJECTED
-
Last re-runTue 14 July - pay rise applied
RETIRE AGE
60, of 55-65
THE PULSE
On track
Your adviser

A real person, between the sessions.

Regular review sessions, with a written follow-up every time. Between them, your adviser is only a message away - and when something needs you, you hear about it early, no delay.

Foundation - bi-annual review sessions, 45 minutes
Momentum - quarterly review sessions, 45 minutes
Elevation - quarterly review sessions, 60 minutes, with an annual deep-dive
A dedicated partner advising you and your household - and on Elevation, your entities
YOUR ADVISERREPLIES IN 1 WORKING DAY

Kia ora Amy - your pay rise is in the plan now. Have a look.

TUE 9:12

Looks good. Is the travel fund still on for 2030?

TUE 12:40

Yes still on track for 2030

TUE 12:58
NEXT SESSION
Tue 18 Aug, 4pm
Agenda: travel fund, written follow-up after.

Illustrative figures, not personalised financial advice. The real Blueprint is built with you, and kept live by your adviser.

How joining works

Three steps, then it's yours.

Apply.
If you'd like to learn more, let's talk. We reply within 1 business day, and the first conversation confirms the fit and the right plan.
Your first session.
Meet your adviser. You talk goals, accounts and what's ahead - the raw material of your Blueprint.
Your Blueprint lives.
Built with you over the first few months, then kept live and accessible - you can easily reflect and adjust within the quarterly reviews.
What Forge is - and isn't.
Forge is holistic, licensed financial advice, with a real client interface so you can understand your plan and your investments. It is not a DIY investment tool, and we don't support regular trading activity. You don't run the Blueprint alone: a licensed financial adviser is accountable for the advice in it, and the plan changes with them. Forge Wealth Limited is licensed by the Financial Markets Authority as a Financial Advice Provider (FAP) and registered on the FSPR (FSP1011866). Nothing on this page is personalised financial advice.

Forge your future.

Apply for access → See the plans →