Who is Money Concepts?

Most people would like to do better with their money. So, through teaching people the conceptual use of money, we got our name, Money Concepts.

Money Concepts is a network of Financial Planning Centres in New Zealand, and part of the Money Concepts International Financial Planning network, the world's largest independently owned Financial Planning Organisation.

Each centre is linked with our sophisticated computer based systems to provide an objective analysis of your current situation. They are backed by our commitment to research - a commitment unequalled in this country.

Our international research and resources enable us to continually analyse and monitor every financial option open to you, both in New Zealand and overseas.

One final point, we believe financial planning requires a 100% commitment from the company and the consultants.

At Money Concepts, Financial Planning is all that we do. It's not an added service as some organisations offer.

• ADVICE ONLY
  We are advisors only, we don't have any financial products, thus we offer an unbiased investment and financial planning service.

• STRENGTH
  Research - research - research, of all financial products via information from contracted, independent financial research houses.

• EXPERIENCE
  Worldwide experience. Highly qualified and experienced personnel with the backing of ongoing higher education and training, both New Zealand wide and worldwide.

Key Personnel at Money Concepts New Zealand

Bruce Coe CFP - Managing Director of Money Concepts New Zealand
Bruce has background in financial broking and merchant banking. He is a member of the Money Concepts Advisory board in the USA. Bruce is a Winston Churchill Fellow and Registered Financial Planner.

Katarina Coe - Financial Controller and Registered Financial Planner.
Katarina has had a decade of experience in Business and Financial Services.

Daryl McAlinden - Franchise Development Adviser.
Daryl has had three decades of experience in Management of Financial Services Businesses nationally and internationally. He is widely regarded as one of New Zealand's most experienced advisers.

John Mitchell - Operations Manager
John has come from an operations background in both the private and public sectors including several years in retail banking, and has a wide range of technical skills with solid experience in operating systems and applications.