You and Rodger will agree on how and when the recommendations in the plan will be implemented. Money Matters may undertake part or all of the implementation work and other specialists such as accountancy and legal professionals may be involved as required. The timing of the implementation of the recommendations will reflect your situation and goals.
Money Matters provides clients with an independent asset administration and custodial service administered by FNZ Custodians Ltd. The FNZ platform successfully administers over $45 billion of assets on behalf of over 500,000 end-customers in New Zealand, Australia and the UK. FNZ interacts with fund managers to trade, settle and administer investments and provides for regular reporting on the portfolio’s progress. In summary, the FNZ platform provides: Choice, Control, Convenience and Flexibility.