https://quartzwealth.co.nz/ Latest update from Quartz Wealth en-us Mon, 29 Apr 2024 17:45:06 +1300 Mon, 29 Apr 2024 17:45:06 +1200 60 https://quartzwealth.co.nz/rss/webpage/?categoryId=24 https://quartzwealth.co.nz/what-our-clients-have-to-say/penny-business-owner/ "We had had a bad experience with our bank investment managers & had lost confidence in their ability to provide us with financial advice for the future. We had decided that we needed the assistance of a financial advisor we could trust & feel comfortable with. Having been... Mon, 23 Apr 2018 15:46:46 +1200 https://quartzwealth.co.nz/what-our-clients-have-to-say/penny-business-owner/ https://quartzwealth.co.nz/what-our-clients-have-to-say/brian/  “Two years ago I emigrated from Edinburgh and came with a small portfolio of investments. For some years I have had a rental property, but with the downturn in the housing market I decided to sell it, and did so very well. Unsure of the New Zealand Financial Markets, I... Tue, 20 Mar 2018 10:37:24 +1200 https://quartzwealth.co.nz/what-our-clients-have-to-say/brian/ https://quartzwealth.co.nz/what-our-clients-have-to-say/jenny/ “Partly as a result of previous experiences which resulted in me losing money, I’m pretty risk-adverse, and hoped that leaving my retirement savings in term deposit accounts at various banks would be safest option. But there was the worry about whether I would have enough saved to... Tue, 20 Mar 2018 10:37:11 +1200 https://quartzwealth.co.nz/what-our-clients-have-to-say/jenny/ https://quartzwealth.co.nz/what-our-clients-have-to-say/shelley/ "I approached Glenn at Quartz Wealth after researching some other financial advisory firms.  Reacquainting an old family connection with Glenn swayed my decision. I had an existing investment portfolio and I wanted to get a second opinion/audit of my investments to make sure that... Tue, 20 Mar 2018 10:37:01 +1200 https://quartzwealth.co.nz/what-our-clients-have-to-say/shelley/ https://quartzwealth.co.nz/what-our-clients-have-to-say/katherine-and-evan/ “On reflecting on your presentation of possible plans for the future in our initial review meeting, I want to thank you for doing an excellent job. We came to you with questions in our mind and a couple of ideas about the next immediate steps to take. You have taken a much wider, more... Tue, 20 Mar 2018 10:36:47 +1200 https://quartzwealth.co.nz/what-our-clients-have-to-say/katherine-and-evan/ https://quartzwealth.co.nz/what-our-clients-have-to-say/danelle/ “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 were comfortable that we didn’t completely understand all the ins and outs of investing as they... Tue, 20 Mar 2018 10:36:35 +1200 https://quartzwealth.co.nz/what-our-clients-have-to-say/danelle/ https://quartzwealth.co.nz/what-our-clients-have-to-say/carol/  “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 on a contract basis. I needed advice on how best to manage and grow my financial resources to enable... Tue, 20 Mar 2018 10:36:22 +1200 https://quartzwealth.co.nz/what-our-clients-have-to-say/carol/ https://quartzwealth.co.nz/what-our-clients-have-to-say/mark/ "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 level.  Over several meetings, we have understood the investment options available and have... Tue, 20 Mar 2018 10:36:10 +1200 https://quartzwealth.co.nz/what-our-clients-have-to-say/mark/ https://quartzwealth.co.nz/what-our-clients-have-to-say/ann/ “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 recommendation from a trusted source as I knew I needed guidance as to where best to invest my retirement... Tue, 20 Mar 2018 10:35:29 +1200 https://quartzwealth.co.nz/what-our-clients-have-to-say/ann/