Advisor
Spencer ReeseLevel 5 Certification
Kia Ora, I'm Spencer Reese from Simple Money NZ. I offer flat-fee, independent advise for New Zealand investors. I specialize in advising my clients to select the lowest cost Kiwisaver that aligns with their investment goals. I believe in low-cost, automated, diversified, and simple investing. Kiwis are in general paying high costs for their investments. It doesn't have to be this way.
Ideal Clients
Military & Veterans
Business Owners
Expats
High Net Worth
High Income
Focus Areas
Retirement Planning
FIRE Planning
Behavioral Coaching
Couples
Expat Finance
Pricing
Flat Fee
Package
Hourly
$1,997 flat fee regardless of asset level
Availability
Accepting new clients
Credentials
Level 5 Certification
Business
Simple Money NZ
Location
Tauranga, Bay of Plenty, New Zealand
Meeting Options
Remote, In-Person
Languages
English
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