Value Expert Advice
Work with a Responsible Investment Specialist
Money Matters clients know the value of working with a leading responsible investment specialist to diagnose their financial situation, prescribe them an optimal plan, then implement and monitor their plan and portfolio in the context of changes in their situation and with investments and markets.
Our clients don't fall into the Kiwi D.I.Y. trap that has led to too many expensive and sad experiences. They don't want to do their own surgery – they understand it's too tricky and that there is too much riding on the outcome.
Our clients value the expertise and objectivity provided by Money Matters as their buyer’s adviser, able to assess the relative merits of different fund managers and to select, manage and replace managers as appropriate.
As with a medical specialist, client relationships are built on a bedrock of trust and integrity, backed by Rodger's unparalleled education and experience.