Common financial planning questions and answers can be found at the following websites:
Q. Is the advice provided by Moneyplan as secure as receiving advice from a big bank?
A. Yes, we are both giving advice only. If you invest money you are not invested in either Moneyplan the business or alternatively the bank the business, the investment is with the specific product (e.g. shares, managed funds, term deposit etc.). Furthermore, all financial planning businesses (small private and large banks) have legislated levels of professional indemnity insurance in force to protect you as the client.
Q. How does the financial planning process work?
A. Please click the following link to read about our advice process