How much does
this cost?
Surprisingly little, your first meeting with your Money
Concepts Financial Planning Consultant requires only your
time.
If you proceed with a personalised written Financial
Plan, the cost is reasonable. Prior to commencing your
Financial Plan we will provide a quote to meet your specific
requirements.
We will also provide you with a Disclosure Statement, so
that you can see how the work is carried out, our remuneration,
the background of your Financial Planning Consultant and
other details. Payment for your investment service is usually
on a fee only basis rather than charging a brokerage or commission.
This means you can be assured of
truly professional advice because Money
Concepts is not paid by the provider. Simply, the lower
the fees the quicker your money will grow.
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Clients Retain Ownership
In New Zealand, Money Concepts acts solely
in an advisory capacity. It does not take ownership of your
money and it does not operate trust accounts. You write your
cheques for savings and investments directly to the financial
institutions concerned. However, Money Concepts will help
by completing all the paperwork for and with you, to make
the process as simple as possible at all times.
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