We have helped over 2,000 Kiwis improve their financial wellbeing through a tried and tested 3-Step programme:
1. Free InHome (for Auckland residents) and Zoom Consultations - also known as `Financial Health Checks' at a time that suits you (including evenings and Saturdays).
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1 customer review
Jason Milne
Financial Advisors
Quick response and helpful in getting us started
What do you love most about your job?
I love helping busy, time-poor working Kiwis take control of their financial future.
Many of our clients work hard and may earn well - but simply don’t have the time, access to knowledge, advice and support to turn that income into long-term financial security. Helping clients gain clarity, make better decisions and move confidently towards financial independence is what makes this work so rewarding.
What inspired you to start your own business?
After more than 25 years helping businesses and organisations improve their performance and profitability, I was made redundant from a senior corporate role. It prompted an important realisation: while I had spent my career helping organisations build stronger financial futures, I had not always applied the same focus to my own personal financial wellbeing.
I also saw a major gap in the market.
Busy working Kiwis needed more than products, online calculators or a brief conversation with a large financial institution. They need personalised, 1:1 guidance and support from real people who would first understand their goals, circumstances and priorities.
That inspired me to establish Home Advantage — to help everyday New Zealanders make better use of what they earn today and build a practical pathway towards greater financial security and, ultimately, financial independence.
Why should our clients choose you?
At Home Advantage, you are treated as an individual — not a number.
We deliberately work with a limited number of new clients each month so we can provide the personal attention, care and support each client deserves.
Before making any recommendations, we take the time to understand your current financial position, goals, priorities, concerns and timelines. From there, we help you develop and implement a practical strategy designed around the outcomes that matter to you.
Our simple 3-step approach helps you:
1. Make informed decisions — understand where you are today and the options available to you.
2. Take purposeful action — turn knowledge and advice into practical next steps.
3. Achieve better financial outcomes — build wealth, manage debt and work towards greater financial security.
We also make it easier to access the financial expertise and professional support you may need along the way.
Because knowledge alone doesn’t change your financial future. Knowledge combined with action does.
Can you provide your services online or remotely? If so, please add details.
We offer both InHome Financial Consultations (for Auckland residents) and Online Consultations (via Zoom/Teams) for busy working Kiwis - at times that suit them, including evenings and Saturdays.
You can book your complimentary no obligation consultation via our website: https://homeadvantage.co.nz/contact/
What changes have you made to keep your customers safe from Covid-19?
We offer online Financial Consultations as well as online Financial Plan presentations.
We also provide full support and guidance for the implementation of your financial plan - end-to-end. This is in line with our mantra: Knowledge x Action = Better Outcomes.
InHome Consultation
Our trained InHome Consultants either visit our prospective clients for a F2F `Discovery' session, or via Zoom, where we provide information and insights on financial planning and wellbeing, acquire data for further analysis and also facilitate a goal setting exercise.
This is complimentary and there is no-obligation for you to proceed further.
We have done over 1,200 such consultations with a high majority (85%) of those visited, signing up for the next phase (see next para).
This sets the scene for our next step which is the creation of a personalised financial plan.
Financial Plan/Strategy
This is a detailed plan based on the financial position and goals of our clients. It is prepared by one of our panel financial advisers and is then presented to the client.
If the client believes that the plan will help them achieve their goals they sign up and become clients.
Then we roll out our next stage (refer to 3-steps to financial independence), which is plan implementation.
Implementation
Based on the recommendations of your personalised Financial Plan, Home Advantage can help you with any of the following services:
Retirement plan
Wealth creation
Debt reduction/consolidation
Finance application/mortgage
Risk/Insurance review
Investment plan
Securing qualified Investment Properties
Kiwisaver review
Cashflow management/budgeting
Estate Planning
