Vetted partner practice
The Money Men
Retirement planning, investment advice and portfolio strategy built around where you want to end up.
The Money Men is an Auckland practice built around the long questions: what you want retirement to look like, and what the portfolio has to do between now and then to get you there.
What they do
The advice The Money Men covers
Retirement planning
Working back from the retirement you want to the contributions and timeframe that reach it.
Investment advice
Where money goes and why, matched to your timeframe and your tolerance for a bad year.
Portfolio strategy
Pulling scattered holdings into one strategy instead of a set of separate decisions made years apart.
Ongoing reviews
Revisiting the plan as markets and your own circumstances move, rather than setting it once.
Why clients pick them
What sets this practice apart
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A strategy, not a product
The conversation starts with your objectives and risk tolerance, and the recommendation comes after.
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Built for the long relationship
The practice is set up around clients who stay, which is what makes the annual review worth having.
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Technology with a person behind it
Good tools for modelling the numbers, and an adviser who talks you through what they mean.
How the intro works
Free, and yours to walk away from
- 1
Tell us what you need
Two minutes: what you want sorted, your region, and a line about your situation.
- 2
The Money Men gets in touch
A free intro chat, no obligation and no fee for the introduction.
- 3
You decide from there
If it isn't a fit, tell them or tell us, and that's the end of it.
The Money Men is a licensed New Zealand practice. SortMe makes the introduction and never charges you for it. The regulated financial advice comes from the practice, not from SortMe, and nobody sees your SortMe data unless you choose to share it.
The network
