Money Concepts New Zealand

Money Concepts has been helping New Zealanders meet their financial, personal and business goals since 1985. Money Concepts New Zealand is a member of Money Concepts International, which is the World’s largest independently owned Financial Planning Network. Because we are independently owned we do not have to represent, nor promote any particular financial product. Our recommendations are based on the individual requirements of our clients.

To get what you want out of life, you need a financial plan. Whether it’s travel, your children’s education, a new home, a business, business risk management, business succession planning, investments, investment portfolio management advice, estate planning or retirement planning, Money Concepts can help to reduce your money worries and to plan your financial life.

Money Concepts provides complimentary educational seminars designed to simplify the increasingly complicated financial world, an initial free consultation with a Money Concepts Financial Planning Consultant and a commitment to building a long-term relationship with our clients.

Our corporate mission is:

"To make independently researched,
personal financial planning advice
available to everyone, not just the affluent."