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Frequently Asked Questions

Is there a fee for the initial meeting?

The initial meeting is complimentary and this can be done by phone, video call or in-person.  This meeting is an opportunity for us to find out what you are looking for and for you to find out more about how we work.  At this point we can make a recommendation of which service level would be best suited to you and the associated cost for you to consider.

How does Quartz Wealth get paid?

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


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.