FAQs

Is there a fee for the initial consultation?

The initial consultation is complimentary, and this might be done by phone, skype or in-person.  This discovery meeting is an opportunity for us to find out what is important to you and what you want to achieve, and for you to find out more about how we work.  At this point if we feel we can help you we will provide you with a quote so that you can decide if you want to proceed with the advisory services.
 

How does Quartz Wealth get paid?

Quartz Wealth is a fee-based service provider.  Fees will either be a fixed fee, asset-based fee or hourly consulting rate and are fully disclosed prior to clients engaging services.

 

Do you only work with high net worth individuals?

Not at all.  We work with many ambitious or successful New Zealanders who wouldn't consider themselves high net worth individuals, but they want a strategic plan and guidance to help them realise their financial goals. Our Strategic Financial Planning service is suitable for these people, and there is no investable asset minimum to engage in this service.

 

How do the advisers work in your firm?

At Quartz Wealth we work as team based service.

 

What should I look for in an adviser?

Hopefully you will have a long relationship with your financial adviser, so choosing the right adviser for you is very important.  The FMA (Financial Markets Authority) provides investors with independent information and resources about getting financial and investment advice, which we recommend all investors look at.  Click here.

What our clients have to say

  • "We were advised by our accountant a few years ago to contact Glenn at Quartz to review our investments.  Our experience with Glenn has been excellent on both a professional and personal...

    - Mark

  • "Following a significant property transaction our Private Family Trust required the services of an accredited and experienced wealth manager. After undertaking a comprehensive evaluation...

    - Jared Trustee, Private Family Trust

  • “I chose to work with Glenn and his team because I trust their integrity and genuine approach to doing the best for their client.  I initially came to them, some years ago, upon...

    - Ann

  •  “Glenn was recommended to me about 3 1/2 years ago at a time when I had taken redundancy and was planning some major lifestyle changes which involved relocating and working part time...

    - Carol

  • “Glenn was recommended to our family trust by our accountant, as we needed guidance with our financial planning. Glenn and his team made the process of investing in the markets easy and we...

    - Danelle


GOVERNING BODIES & PROFESSIONAL MEMBERSHIPS