Every question you have about working with MoneyPlan
Total transparency, starting here.
Request a free discovery sessionAre you tied to any bank, insurer, or fund manager?
No. MoneyPlan is fee-only and independent. I don’t receive commissions from any product provider, so my advice isn’t shaped by what pays me best.
Do you only work with health professionals?
No. MoneyPlan works with anyone making an important financial decision, whether that’s a high income you want a proper plan around, a lump sum or inheritance, an at-retirement or KiwiSaver decision, or a major change in circumstances.
Do you sell insurance or investment products directly?
No. Once your plan is agreed, you put it in place directly with the provider, in your own name: investments through low-cost platforms such as InvestNow, and insurance either applied for directly with the insurer or through a licensed broker partner, depending on your situation. I don’t hold an insurance licence and I don’t take a commission from any provider or broker.
What happens in the free discovery session?
A 30-minute conversation to understand your circumstances and goals, and to work out together whether a full engagement makes sense. No obligation either way.
What do I get from a Holistic Financial Review?
An independent Statement of Advice built specifically around your circumstances, covering the areas that matter for your situation, delivered for a flat, disclosed fee.
What actually is a Statement of Advice?
A written, independent recommendation built around your specific circumstances, produced to Financial Markets Conduct Act 2013 standards. It’s the plan itself, not a product pitch.
What does it cost?
Every engagement is a flat, disclosed fee, agreed before you commit to anything. See the Packages page for current pricing.
Do you only work with clients in person?
No. Discovery sessions and reviews are available by video call or in person, so location isn’t a barrier.