Advice is all about people
We have a small but mighty Team who make sure you're taken care in every decision you make
Claire Williamson
Director | Financial Adviser
Claire Williamson is our amazing Director at My Investments. She is an experienced mortgage adviser, entrepreneur, property developer, and now qualified, licenced financial adviser with deep roots in New Zealand’s primary sector. Growing up on a sheep-and-beef farm in the King Country, Claire brings a unique blend of rural practicality, strategic financial expertise, and genuine passion for helping people grow their wealth through smart lending and investment decisions.
As Director of My Mortgage, she has supported hundreds of clients into their first homes, investment properties, and development projects. She was recognised for her excellence in the industry as a Regional Mortgage Adviser of the Year in 2024 & 2025 as well as most recently winning the 2025 Emerging leader of the year award from the Waikato Chamber of Commerce.
Providing support for over $500M dollars in lending in her time as an adviser so far and building strong trusted networks in the industry, Claire’s success speaks for itself.
tel: 021569116 | claire@myinvestments.co.nz
Work with us
At My Investments we take a holistic approach.
It can be confusing when you want to make the most of your money but you don't know where to start.
We'll help you leverage the assets you've already got, to set yourself up for success for the long term.
The Strategy Hour
1 x 1 hour session
Open to investment plan, direction on next steps, lending strategy, side hustles and more
Email follow up at 3 and 6 months
Investment | $499
You feel like you've got the building blocks for success, but you're not quite sure which direction to direct your energy.
Should you invest in property? shares? Start a business? Or invest in new skills?
Or perhaps you're pondering a decision that will have a large financial impact, like a shift to a new location, changes in your family or career, and you'd like to nut out a plan.
It sounds like you need "The Strategy Hour"
My Financial Roadmap
1 x 1 hour session - $499
12-15 page recommendation - $999
1 x 1 hour follow up chat to implement the plan and get clear on the next steps - $499
3, 6 and 12 month email follow up
Investment | $1499
This is for those who want advice, a plan and to take action.
Now.
You're stuck on direction, you know you've got some levers to pull but the financial landscape is confusing and there are too many options.
We'll spend an initial hour together, laying out your goals, the lifestyle you want, and what type of investment feels good for you.
You'll then get a 12-page breakdown of options, with my recommendation around next steps and the key action points you can start on today.
We'll have one follow up implementation session and 3, 6 and 12 month email check ins for your first year.
My Best Year Yet
Wealth Plan Workbook - $49
Unlimited Access to Wealth Plan Course - $299
1 hour initial chat - $499
Financial Road Map - $999
1 x 1 hour follow up session to get your plan in place - $499
10 x 45 minute catch up sessions, where we discuss your progress, plans, tweak your actions and keep you moving forward - $3990
Investment | $4999 / year
The most significant indicator of success is regular accountability.
You'd like to have the best financial year of your life, and take some big leaps forward.
Together, we'll set out a plan, agree on the outcomes and actions, and meet monthly to check those key things are on track.
We'll pivot, get excited, and build a life to set you up for success.
10 years of financial experience, contacts, and connections - yours for a year.
These relationships are limited, and are by application only.