These WealthHeath services are usually Free to you:
• Mortgage Broker Services • Insurance • KiwiSaver
How we are paid
Our Mortgage Broker, Insurance and KiwiSaver services are usually free to you because we’re paid commission from product providers where available.
(Note: if you fully repay your mortgage within 28 months, the lender will make us repay our commission. If this happens, you would then be required to pay WealthHealth a fee.)
Financial Planning, Investment Advisory + Other Services
For some of our specialist financial services - including comprehensive financial planning and investment advice - we charge our clients a fee:
$750 + GST for 3 hours / $150 + GST per hour thereafter
Unlike many other investment advisors, we only charge on a time-spent basis, we do not charge based on a percentage of your investments.
Other times we could charge a fee is if a home loan or insurance product provider doesn’t pay commission.
Click here to view our complete Disclosure/Terms of Service information in more detail.