Client Hub (sign in) HomeHow I HelpPackages
Resources

Free checklists

Professional's Money AuditBusiness Owner's Money ChecklistLump Sum ChecklistRetirement Readiness ChecklistLife Change Money ChecklistNew to New Zealand ChecklistMulti-Country Finances Checklist

See what you get

Sample Statement of AdviceYour whole plan in one Hub

Read and learn

BlogHow much does a financial adviser cost in NZ?Fee-only vs commission advisersHow to choose a financial adviser in NZFor doctors and health professionalsAsesoría en españolFive questions to ask any adviserFAQ
AboutContact Request a Discovery Session
How I Help · Investment Advice

Investment advice built around your plan, not a product

Independent guidance on how your investments should actually fit your circumstances, timeline, and goals, free of any incentive to steer you toward a particular fund.

Request a free discovery session

Most investment advice starts with a product. Mine starts with your plan: your income, your timeline, your risk tolerance, and what you’re actually trying to achieve. Only once that’s clear does it make sense to talk about how your money should be invested, and I have no fund, platform, or provider I’m incentivised to recommend.

As part of a Holistic Financial Review, I’ll help you understand what you currently hold, whether it fits your plan, and what, if anything, should change.

Just need one session?

You do not need a full plan to get a second opinion. One-Hour Financial Clarity ($437 plus GST) is a focused 60-minute video call built around your questions: whether your KiwiSaver fund still fits, what to do with a one-off amount, or how a decision on investments or term deposits fits your timeframe. You receive a written summary of key recommendations by email afterward. If your situation turns out to be more complex, the fee is credited toward a full Holistic Financial Review.

See the one-hour session   or read where to get one-off investment advice in New Zealand.

Common questions

Do you manage my investments?

No. MoneyPlan gives advice and you invest directly with providers in your own name. Nothing is held or managed by MoneyPlan, and there is no ongoing percentage fee.

Will you tell me which KiwiSaver fund to be in?

Yes, as part of a Holistic Financial Review. The recommendation is based on your timeline, risk and goals, and no KiwiSaver provider pays MoneyPlan anything.

Can I get one-off investment advice without a full plan?

Yes. One-Hour Financial Clarity ($437 plus GST) is a single 60-minute video session built around your questions, with a written summary of key recommendations emailed afterward. If your situation needs more, the fee is credited toward a Holistic Financial Review.

Can I get a second opinion on my portfolio?

Yes. One-Hour Financial Clarity ($437 plus GST) suits a focused second opinion. If you need a full plan, the fee is credited toward a Holistic Financial Review.

Fees are fixed and published on the Packages page. See a full sample Statement of Advice, or read how much a financial adviser costs in NZ.

Not sure whether your investments are actually working together?

Start with a free, no-obligation discovery session.

Request a free discovery session