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.
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.
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.