Hi Spencer
It was great to work with you on our retirement / investment planning. Your straightforward and friendly approach made the whole process interesting and fun – and not as daunting as I’m sure it could have been. We look forward to receiving your recommended booklist and an updated version of the Statement of Advice.
P.S. Looking forward to hearing more about the NZ podcast.
All the best
Client Reviews for Simple Money NZ (current as of 17 August 2026)
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