How To Build Wealth In New Zealand

If you ask 100 New Zealanders why they are buying lottery tickets, most will say some version of:

"God it would just be so nice to be rich."

Behind that word "rich" there is usually something specific - freedom to stop working, travel when you like, help kids with housing, not worry about every bill.

So the real question is not just "how do I get rich?"
It is:

"How do I build enough ownership so that my money works harder than I do?"

Because that is the bedrock of wealth in New Zealand or anywhere else: ownership.

  • Ownership of productive assets

  • Ownership of your time

  • Ownership of your decisions

A salary is important, but a salary alone rarely makes people truly wealthy. Salaries are what you trade your time for. Ownership is what lets your money earn money while you sleep.

What Counts As "Investments"?

For this blog, when we say investments, we mean any asset that:

  1. You expect to make you money over time, and

  2. Does not require your constant presence to earn that money.

That might be:

  • A rental or commercial property

  • A small business you own

  • Shares on the NZX or overseas sharemarkets

  • A share of a medium or large business you have built

  • Units in a managed fund or ETF

Cash in a bank account is usually not an investment. It has a role, but after inflation and tax, it is mostly just stored purchasing power.

The Six Levels Of Investment Wealth

Let us define the Levels of wealth based on invested assets only. Ignore the house you live in for a moment and think purely about your investment portfolio or business equity.

  • Level 1 - Less than $10,000 invested

  • Level 2 - $10k - $100k

  • Level 3 - $100k - $1M

  • Level 4 - $1M - $10M

  • Level 5 - $10M - $100M

  • Level 6 - $100M+

These bands match how different life feels at each level.

What People Usually Mean By "Rich"

When most people say "rich", they are not talking about:

  • Having $200k in KiwiSaver, or

  • Having a $1m house with a $600k mortgage.

When people talk about being rich, they are usually picturing Level 5 wealth:

  • $10M+ in assets

  • The kind of wealth where you could spend $400k on a car and it would not meaningfully change your long term financial position

You do not need that to live a great life. But it is important to be clear:

  • Level 3 - Comfortable, on track if managed well

  • Level 4 - Financially independent, especially if spending is measured

  • Level 5 - Multi generational wealth territory

Who Can Reach Each Level In New Zealand?

Let us be blunt and kind at the same time.

Level 3: Widely Accessible

With sound financial management and sensible life choices, Level 3 ($100k - $1M of investments) is accessible to:

  • Many average income individuals over a working lifetime

  • Many couples who avoid major financial blow ups

It does not require spectacular luck. It does require decades of:

  • Spending less than you earn

  • Investing regularly in productive assets

  • Avoiding big mistakes such as speculative gambling, unmanageable debt, or chronic lifestyle creep

Level 4: Accessible For High Income Earners

Every level up to and including Level 4 ($1M - $10M) is realistically accessible for:

  • High income individuals in New Zealand (around $150k+ per year)

  • High income couples ($200k+ combined)

If they:

  • Maintain a high savings rate

  • Invest in broadly diversified assets

  • Avoid recurring "reset buttons" like constant car upgrades, divorces with messy finances, or failing to insure against major risks

This path is not easy, but it is straightforward.

Level 5: Why Salary Alone Is Not Enough

Level 5 ($10M - $100M) is a different game.

Could a surgeon on $500k per year get there purely on salary? It is mathematically possible, but consider what it would take:

  • Saving perhaps $250k per year for 20+ years

  • Modest lifestyle compared to peers

  • Exceptional investing discipline

  • No major financial disasters

Most people in very high earning roles:

  • Work long hours

  • Burn a lot of energy

  • Use some of that income to compensate for the pressure they are under

So while Level 5 can be reached from a very high salary, in practice it is rare.

In reality, Level 5 is primarily reached through business ownership or concentrated equity in a business that scales.

Why Business Ownership Creates Most Very Wealthy People

Here is the key idea:

Salaries are linear.
Business value is non linear.

The Power Of A Liquidity Event

Imagine you own a specialist business in New Zealand.

  • It earns $5,000,000 per year (after salaries, and costs of running the business)

  • You are in a niche with strong demand

In many industries, that business might be valued at 3 times earnings or more.

  • Value of the business: roughly $15,000,000

  • If someone buys it, you experience what is called a liquidity event - the value of your ownership in a business valued on paper quickly turns into cash you can use. Something liquid that can now be spread around or deployed.

That single transaction can move you from:

  • Level 4 to Level 5 instantly

  • A "well off" household to a "multi generational wealth" household

This is how many wealthy families are created.

"Why Would You Sell A Business Making $5M A Year?"

People ask this all the time. Reasons include:

  • Health issues or burnout

  • Desire to reduce stress and responsibility

  • Wanting to diversify risk away from a single business

  • Family reasons, relocation, or simply wanting a new challenge

From a wealth point of view, selling part or all of the business:

  • Locks in the value you have built

  • Lets you diversify into other assets

  • Turns "paper wealth" into liquid, usable capital

Not every business gets a big exit. Many never sell, some close, and some fail. That is the risk side. But when it works, this is the engine of Level 5 wealth.

The Three Main Paths To Wealth In New Zealand

Not everyone wants Level 5. Not everyone wants to build a business. So what does a realistic map look like?

Think of three main paths:

  1. The Professional Path - salary and investing

  2. The Property Path - using leverage sensibly

  3. The Business Owner Path - building something saleable

Most New Zealanders will mix two or three of these at different points.

1. The Professional Path - Level 3 and 4

This is the path for most:

  • Build skills in a field that pays well

  • Increase your income over time

  • Keep lifestyle inflation under control

  • Invest consistently into high growth or aggressive diversified funds, KiwiSaver, and sometimes property

On this path:

  • Level 3 is expected if you do it for long enough

  • Level 4 is very realistic for high earners who save and invest well

  • Level 5 is unlikely without something extra such as equity in the firm, or a side business that becomes meaningful

2. The Property Path

In New Zealand, property is a big part of how people think about wealth.

Property can accelerate wealth when:

  • You use leverage responsibly

  • You keep enough buffers for vacancies, interest rate rises, and repairs

  • You treat it as a long term, business like activity

Property can also destroy wealth when:

  • You have too much debt applied to the property

  • You buy speculative assets hoping to flick them quickly

  • You rely on constant capital gains instead of cashflow and fundamentals

  • You get unlucky with a prolonged property market downturn or face a major adverse event

It can be a powerful tool, but it is still just one type of ownership.

3. The Business Owner Path

This is the most powerful and the most demanding path.

It requires:

  • Skills that people are willing to pay for

  • The ability to build systems, not just work harder

  • Resilience through tough years where income is uncertain

  • Willingness to hire, train, and manage people

When it works, you get:

  • Profits along the way

  • The possibility of a significant exit later

  • A chance at Level 5+ wealth

When it does not, you might end up with little to show financially, but with skills and experience that still have value.

A Simple Roadmap: From Level 1 To Wherever You Want To Go

You do not need to decide today whether you want Level 3, 4, or 5. The early steps are almost identical.

Stage 1: Foundation

Your job here is not to get rich. It is to stop going backwards.

  • Clear high interest consumer debt first

  • Build a 3-6 month emergency fund

  • Sort basic insurances so a disaster does not destroy your wealth

  • Join KiwiSaver and make sure your fund choice matches your time horizon and risk tolerance

Stage 2: From Level 1 To Level 3

You are building your first serious capital base.

  • Aim for a consistent savings rate - often 15% - 30% of income for those who want to move faster

  • Invest regularly into diversified, high-growth, low cost funds

    • Importantly, diversified funds falling for 1-5 years in a row is common. The solution to this issue is to continue investing into the falling prices. Most gains are made after these periods and full recovery tends to occur around 3-12 years after the first negative year.

  • Keep lifestyle increases smaller than income increases

  • Avoid major financial blow ups including speculative punting, lifestyle debt, regularly purchasing new cars

If you stick with this for long enough, Level 3 is almost inevitable. The main risk is quitting early or blowing yourself up financially along the way.

Stage 3: From Level 3 To Level 4

Now you have a real base. Your decisions start to matter more.

  • Intensify your focus on return on effort - ask: "What skills or moves could make my time more valuable?"

  • Seek ownership exposure:

    • Shares or units in productive businesses

    • Sensible property where appropriate

    • Equity in your own firm or a business you help grow

  • Start thinking in terms of systems, not just hours. How can your work scale without you doing every task?

At this stage, wealth starts to compound meaningfully. You may not feel "rich", but you will feel "safer".

Stage 4: Choosing Whether To Chase Level 5

This is where the path splits.

If your aim is:

  • Security

  • Time freedom

  • The ability to live well, help family, and give generously

Then Level 4 is more than enough for most New Zealand households, if managed well.

If you want Level 5 (or 6), understand clearly:

  • The route almost always involves concentrated ownership of a growing business or large scale property ventures

  • The risk is higher, the time commitment is larger, and the outcome is far less certain

  • You are choosing a more entrepreneurial life, not just a bigger bank balance

There is nothing morally better about Level 5 than Level 4. It is just a different game with different rules.

The Mindset Shift: From Earner To Owner

Wherever you decide to stop on the ladder, the mindset that matters is this:

  • Earner mindset - "How do I make more salary?"

  • Owner mindset - "How do I own more of the things that produce income?"

In practice that means asking questions like:

  • "What skills would make me more valuable and more in demand?"

  • "How much of each extra dollar can I keep and invest rather than spend?"

  • "Where can I take on sensible, calculated risk instead of avoiding all risk?"

  • "Am I slowly buying more ownership in productive assets, or just upgrading my lifestyle?"

Get those questions right, and New Zealand becomes a pretty good place to build wealth.

Final Thought

Getting wealthy in New Zealand is not about finding a secret product or timing the market perfectly.

It is about:

  1. Building a strong financial foundation

  2. Raising your income potential

  3. Converting a portion of that income into ownership of productive assets for a long time

  4. Deciding consciously how far up the wealth ladder you actually want to climb

You do not have to chase Level 5. But if you understand how Level 5 wealth is really built - largely through ownership and occasionally through big liquidity events - you can make clearer, calmer decisions about what "rich enough" looks like for you.

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