Money Concepts New Zealand

The Opportunity

Small to medium business owners are today finding they need independent professional financial guidance to enable them to manage and protect their assets. Money Concepts teaches people the conceptual use of money through independent financial planning. 

Money Concepts International Inc. is one of the world’s largest networks of independent financial planning centres, with over 700 major offices worldwide. Money Concepts New Zealand is part of that worldwide network, and is licensed to operate in New Zealand and in New Zealand protectorates in the Pacific. 

Money Concepts New Zealand was established in 1985. The first franchise was Money Concepts Wellington that commenced operations in April 1987. This centre quickly grew to become one of the largest financial planning centres in New Zealand. 

Money Concepts New Zealand is now engaged in a major expansion of its network with a goal of establishing offices in key urban centres throughout New Zealand over the next three years. As a company it is committed to steady, progressive growth throughout New Zealand and in providing its franchise owners with excellence in leadership, service and product.

Money Concepts is not part of any bank, insurance company or any other institution. So we are not forced to sell the bank, insurance company or institution’s financial products to clients. We therefore work separately on behalf of clients in order to get the best possible results for them. 

Money Concepts services include independent advice on the following areas:

• cash management
• savings and accumulation strategies
• investments
• ongoing investment portfolio management advice
• retirement needs planning
• business risk assessment planning
• insurance services
• stock broking facilities
• finance
• tax planning strategies, and
• the delivery of educational seminars.

As a franchise owner you are in business for yourself, but not by yourself, as you have the strength and experience of Money Concepts New Zealand and Money Concepts International behind you.

In purchasing a Money Concepts franchise you will be on the threshold of building a business with a broad base of clients generated from public seminars and chartered accountancy practises’ client bases, to whom you will be providing financial services for years to come. The Money Concepts opportunity will give you the tools and strategies to build a substantial business and wealth, through developing strong relationships with clients by professionally servicing their financial needs.

Skills & Training

The payment of an initial franchise fee and ongoing royalty entitles the Money Concepts franchise owner to:

• The rights to the Money Concepts logo and trade name for the term of the franchise.
• A proven “turnkey” operation.
• Centralised business systems and quality management.
• A full set of operational manuals.
• Approved products and asset allocations when working with clients.
• A proven marketing programme through chartered accountants, and support materials.
• Comprehensive training and support.
• Access to specialist, internationally proven, leading-edge software technology for client data information and franchise business management, exclusive to Money Concepts New Zealand franchise owners.
• Ongoing research of financial products for clients, sourced from comprehensive on-line databases. Money Concepts operates, what is reputed to be, the largest in-house research database in New Zealand sourced from independent financial research houses in Australasia, the United Kingdom and the United States.
• Access to the services of an international marketing and management team.
• Access to an approved list of a wide range of financial companies and products, nationally and internationally, all pre-screened and independently researched.
• Access to quality financial planning ideas, information and knowledge.
• Support to recruit and train new consultants working within your franchise. 

Our vision is to make “your” Money Concepts Financial Planning Centre “the first choice provider of independent financial services” in “your” area.

Areas Available

Auckland areas, Waikato, Bay of Plenty, Hawke’s Bay, Taranaki, Wellington Central, Hutt Valley, Nelson, Canterbury areas, West Coast, Otago, Southland.

Franchisee Comments

“Outstanding support from the management team to establish your business, and a very encouraging team environment”

Garry Aiken, franchisee, Manawatu

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