Navigate the financial stress during Covid-19

Ensuring financial continuity with targeted advisory services for Professionals & Families, Business Owners and Employers

Foundations Programmes

Designed for young families, professionals & business owners who have the ambition to build long-term wealth

Compare our programmes 


Foundations

Foundations

Creating foundations to get a handle on your financial affairs & move ahead

Designed for successful career-professionals who are ambitious to build long-term wealth in order to live the life they want.

You may still have debt or you may be looking to buy your first home.

You may feel that you need stability and someone in your corner to help you take control of your financial future.

You want to do more to get ahead sooner.

 

With our Foundations programme you get:


A dedicated Quartz Wealth Adviser

Who holistically understands your status quo as well as your personal & financial ambitions


4 annual meetings with your Quartz Wealth Adviser

Face-to-face or video meetings to track, analyse & adapt your plan as you move forward


Access to our financial management app

To gain real-time insights and access whenever you need


Financial goal setting

A personal plan developed to set & meet your goals & ambitions


Cash and debt management advice

Optimising your financial setup to enable you to live now and build for the future


KiwiSaver review

Aligning all your investments with your strategy to ensure that you save with a plan that brings you optimal results


Phone/email support from the Quartz Wealth team throughout the year

We are here to support you and ensure that none of your questions remain unanswered

Compare the Foundations Programmes 

If this sounds right for you then get in touch and start making plans!

Foundations Plus

Foundations Plus

Advice and structure to get the balance right between living today, planning for the future and building long-term wealth

Designed for successful career-professionals who want a strategic approach to manage risk, protect their assets, build long-term wealth and choose their lifestyle.

You may have a mixture of assets and debt or a family trust. 

You feel that you need a top expert to advise you on how to take better control of your financial affairs AND get the right balance between living today and planning for your future.

 

With our Foundations Plus programme you get:


A Principal Quartz Wealth Adviser

Experienced with finding solutions for highly complex scenarios and creating lifestyle opportunities


6 annual meetings with your Quartz Wealth Adviser

To track, analyse & adapt your plan as you move forward


Access to our financial management app

To gain real-time insights and access whenever you need


A strategic insurance review

Assessing if your current cover levels and strategy are aligned with the outcomes you desire


Strategic estate planning review

Ensuring that your estate planning is aligned with your goals and desired outcomes


Financial goal setting

A personal plan developed to set & meet your goals & ambitions


Cash and debt management advice

Optimising your financial setup to enable you to live now and build for the future


KiwiSaver review

Aligning all your investments with your strategy to ensure that you save with a plan that brings you optimal results


Phone/email support from the Quartz Wealth team throughout the year

We are here to support you and ensure that none of your questions remain unanswered

Compare all our Foundations Programmes

If you value extensive experience and expert advice for a more complex scenario, then this programme is for you!

Foundations for Business Owners

Foundations for Business Owners

Building foundations to align your business & personal financial goals and plan for the future to create long-term wealth

Designed for successful business owners who want to feel confident about making sound business decisions.

Making decisions is about translating your numbers into life and business scenarios and evaluating probable outcomes.

We’ll guide you through that process and together we set your goals and develop a financial plan that aligns your business and lifestyle goals so that you can live the life you want today while working on your financial future.

 

The Foundations for Business Owners programme gives you access to:


A Principal Quartz Wealth Adviser

Experienced with finding solutions for highly complex scenarios and creating lifestyle opportunities


6 annual meetings with your Quartz Wealth Adviser

To track, analyse & adapt your plan as you move forward


Access to our financial management app

To gain real-time insights and access whenever you need


A strategic insurance review

Assessing if your current cover levels and strategy are aligned with the outcomes you desire


Strategic estate planning review

Ensuring that your estate planning is aligned with your goals and desired outcomes


Financial goal setting

A personal plan developed to set & meet your goals & ambitions


Cash and debt management advice

Optimising your financial setup to enable you to live now and build for the future


KiwiSaver review

Aligning all your investments with your strategy to ensure that you save with a plan that brings you optimal results


Phone/email support from the Quartz Wealth team throughout the year

We are here to support you and ensure that none of your questions remain unanswered


Business financials mastery

Master your business financials & their relationship to creating your personal wealth


Driving business progress

Creating structures to report on progress, identify & understand key drivers of your business to maximise results

Compare our Foundations Programmes

If you want to make the right decisions for your business and the life you want to lead in the future - then get in contact with us!

Foundations Programme Comparison

  Foundations Foundations Plus Foundations for
Business Owners
Quartz Wealth Adviser Dedicated Adviser Principal Adviser Principal Adviser
Annual meetings with your Quartz Wealth Adviser 4 6 6
Financial management app
Strategic insurance review -
Strategic estate planning review -
Financial goal setting
Cash and debt management advice
KiwiSaver review
Phone/email support
Business financials mastery - -
Driving business progress - -


GOVERNING BODIES & PROFESSIONAL MEMBERSHIPS