With you at every step.
We work one on one with you to understand your unique situation, values and goals.
Everyone has their own distinct background, financial landscape, values, desires and dreams. At Money Matters we sit down with you to discuss exactly what your motivations and goals are, so that we can offer personalised advice and a detailed plan for the best path to get there.
Once underway, we put the expertise of world-class local and global fund managers to work on your behalf. We stay with you every step of the way, from developing and actioning your plan to monitoring it regularly to ensure it aligns with your goals in the face of the evolving ethical investment market.
Our services
Planning
We work with you to clarify your current position and goals, investment risk profile, and ethical investment profile. Then we create your plan.
Implementing
We put the finalised plan into action, investing with leading local and global fund managers through an independent custodian.
Monitoring
We monitor your portfolio and make changes as necessary based on the market situation and our ongoing research.
Our process
Step 1
Before getting in touch, we ask that you first ensure you’re ready to seriously consider a long-term financial advisory relationship with us and that you meet our minimum investing criteria. Money Matters works exclusively with clients who have at least $500,000 to invest in a professionally advised ethical investment plan and portfolio of ethical funds.
When we hear from you, you’ll be ready for an “Ask Anything” call with Rodger. This is where we both have a chance to get to know each other better. Rodger will answer any questions you might have, take you through a case study plan and you’ll be able to decide if Money Matters is likely to be the right fit for you. There is no cost or obligation for this meeting.
When you’re ready to proceed to the planning stage, we establish the Scope of Engagement, complete collection of information about your current position and goals, then help you clarify your risk profile and ethical investment profile.
Step 2
Next we’ll analyse your situation and present our recommendations to you. We’ll keep working on your plan until you’re satisfied with the approach.
Step 3
After the plan has been finalised and signed-off, Money Matters will implement it, working with specialists such as accounting and legal professionals as needed.
Step 4
Your plan will be underway but our job isn’t over. We continue to monitor your situation, current and new funds, the wider ethical investment market, legislation and more, to keep your plan and portfolio in what we consider to be optimal shape. You’ll be able to view your portfolio through our client portal and will receive regular reports from us. Rodger will always be available to discuss your plan and portfolio, and answer any questions you may have.
Step 5
“I’ve been a huge admirer of Rodger Spiller’s work promoting ethical investment for more than 30 years, so he was our first choice to manage our father’s estate, which we need to retain in case our mother needs it for as long as she lives. We have been very happy with the personal attention that Rodger gives us, and it’s a relief to know that the investment choices that he has guided us to make are for the good of both our whānau and the planet.”
– Simon C.
Ready to make your money matter?
Achieving your goals starts with expert guidance.
Schedule an "Ask Anything" session with Dr Rodger Spiller – a no obligation conversation that will help you determine if Money Matters is the right match for you.