KiwiSaver & Investment Advice · Wellington, NZ

A Plan Makes
Possibilities Probable.

I help everyday Kiwis achieve their financial goals through a long-term relationship and a plan that adapts with you over time.

ANZ Booster Consilium Fisher Funds Generate Koura Milford Pathfinder SuperLife InvestNow ANZ Booster Consilium Fisher Funds Generate Koura Milford Pathfinder SuperLife InvestNow
FSP Registered Financial Adviser · FSP1011792
Free Initial Consultation
NZ Based & Locally Focused
24h Response Guarantee
Investment Partners

Providers I Work With.

Access to a wide range of leading New Zealand investment providers.

What I Do

Four Services.
One Clear Goal.

Helping you build wealth consistently — no jargon, no pressure, just a plan that works for you.

01

KiwiSaver Advice

Make sure your KiwiSaver is set up in alignment with your values and goals.

  • Fund selection & fund review
  • Contribution strategy
  • Retirement projections
Get KiwiSaver Advice →
02

Investment Advice

Build accessible wealth beyond KiwiSaver in a way which aligns with your goals.

  • Portfolio design & review
  • Managed funds & ETFs
  • Risk profiling
  • Ongoing monitoring
Start Investing →
03

Financial Coaching

Get the foundations right. Budgeting, debt, savings and goals.

  • Budget & cashflow planning
  • Debt reduction strategy
  • Goal setting & accountability
  • Financial habit building
Learn More →
Morgan Law — Financial Adviser
About Morgan

My Main Priority is
Helping You Succeed.

FSP Registered Financial Adviser · FSP1011792 · Wellington, NZ

I am a Financial adviser at DUX Financial, I focus on KiwiSaver and Investment advice, helping everyday Kiwis make confident decisions about their money and turn their goals into real outcomes.

My path into financial advice wasn't a traditional one. I originally worked as an electrician, where I was first introduced to investing and the idea of financial independence. As I learned more, I realised how powerful the right knowledge can be, and how many people never get access to it. That sparked a desire to deepen my understanding and use it to help others.

I went on to complete a Bachelor of Business, majoring in Financial Planning and Advice, and since have been working in the finance industry. What drives me is seeing people make progress, whether that's building confidence with money, getting ahead faster than they thought possible, or realising that their goals are closer than they once believed. I'm on a clear mission: to help as many Kiwis as possible achieve their financial goals — with a personal goal of helping as many people as possible reach financial independence.

"Consistency turns plans into progress and I'm here to help you stay consistent."
Book a Free Call With Morgan
How It Works

Simple. Honest.
Built Around You.

01

Call

A quick 5–10 minute conversation around your goals and what you're looking to gain — whether that's KiwiSaver, investments, financial coaching or the independence plan.

02

Book a Meeting

Get to know each other and discuss your goals and circumstances in more depth.

03

Your Plan

I build a personalised financial strategy around your goals, timeline, and budget.

04

Action

Arguably the most important step is to take action and put the plan in motion and start moving towards your goals.

05

Stay on Track

Regular ongoing reviews specific to your plan to give you the best chance of success.

The Real Difference

Two Paths.
One Decision.

This is what the gap looks like over 30 years — with a financial plan, and without one.

Illustrative figures  ·  $70k income  ·  3.5% Employee & Employer contributions  ·  30-year horizon
With DUX Financial
$0
total assets built
You're ahead by
$0
at this point
Without a Plan
$0
total assets built
Today Year 10 Year 20 Year 30
Drag to explore  —  Year 0

Wealth Built Over 30 Years

With DUX Financial
Without a Plan

Figures are illustrative only and are meant for illustrative purposes, for personalised advice please reach out. The above is based on earning $70,000 per year with 3.5% Employee and Employer contributions and receiving the current government contribution (Starting with a $0 balance). "With Morgan" assumes your KiwiSaver averaging earnings of 7% per year. "Without" assumes your KiwiSaver averaging earnings 4.5% per year. Individual outcomes will vary. Morgan Law is a registered financial adviser. Full disclosure available on request.

Client Stories

What People Say.

Real results from everyday Kiwis who took the first step.

★★★★★

"Morgan made KiwiSaver make sense for the first time. I didn't realise I'd been in the wrong fund for years. After one call, everything was sorted — I only wish I'd done it sooner."

S
Sarah T.
Wellington · KiwiSaver Advice
★★★★★

"I came in with no idea where to start with investing. Morgan walked me through everything clearly, no jargon, no pressure. I now have a plan I actually understand and feel confident about."

J
James M.
Wellington · Investment Advice
★★★★★

"Professional, honest, and genuinely helpful. Morgan took the time to understand my situation and gave me advice that actually fit my life — not just a generic plan."

R
Rachel K.
Wellington · KiwiSaver & Investing
Financial Insights

Tips, News &
Plain-English Advice.

No jargon. Just useful information to help you make better financial decisions.

KiwiSaver

Are You in the Wrong KiwiSaver Fund? Here's How to Tell.

Most Kiwis are in a default fund that doesn't match their age or goals. Here's a simple way to check if your fund is working for you.

Investing

How to Start Investing in NZ With Less Than $1,000

You don't need a lot to start building wealth. This guide walks through the options available to everyday Kiwis who are ready to take the first step.

Planning

Why "I'll Sort It Later" Is the Most Expensive Financial Decision You Can Make

Procrastination costs money — literally. Here's what the numbers look like when you delay investing by just five years.

Ready to Start?

Let's Build a Plan
Worth Sticking To.

Book a free 5–10 minute call and let's talk about where you are and where you want to be.

Book Your Free Call
020 413 94076 Morgan@duxfinancial.co.nz Wellington, New Zealand