Independently researched, personal financial planning advice from a Money Concepts Professional Financial Planner

Independent Research

Money Concepts contracts a number of independent Financial Research Houses in Australasia, Europe and the United States of America. Using a wide range of sources including economic and legislative research provides Money Concepts clients with the most up to date information available. This enables Money Concepts to select Fund Managers who consistently perform in the top quartile of investment funds.

"This means lower risk and improved
returns over the life of your investment
programme."

To make headway with Money Concepts any financial product must display:

  • Consistent returns, year after year.

  • A clear and consistent investment policy.

  • Above average returns for each category and investor profile.

Our research makes statistics work for investors, not against them. The Money Concepts team produces a recommended list based on information from a number of independent research houses for its consultants to use on behalf of clients.

INVESTMENT RETURNS
AND RISK RATIOS

Risk adjusted returns are investment returns that have been adjusted by a mathematical formula to allow for the risk associated with each different investment product.

A MUST in today’s
environment

WHERE DOES MONEY
CONCEPTS OBTAIN ITS
RESEARCH?

Money Concepts obtains its research from a number of sources. The research data is stored and processed in a computer database. Because the database aggregates information, it does have the advantage that we always have...

“ more than just a second
opinion”

THE BEST POSSIBLE
DECISION

is made when research is procured from different sources, from a wide range of completely independent financial research houses throughout Australasia, Europe and the United States of America. A schedule of Money Concepts research sources is available from your Financial Planning Consultant.

Funds management

Freephone: 0800 50 55 60
Phone: 04 473 0876
Fax: 04 473 0859
111 Molesworth Street
PO Box 3330 Thorndon
Wellington
New Zealand
mc@moneyconcepts.co.nz

Money Concepts International

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Money Concepts International