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We contract Mindful Money to research all the funds that we are reviewing and all the funds that we recommend to our clients.
We receive the information twice a year, when Mindful Money from Mindful Money, and we supplement it with the information that we receive from our recommended fund managers every quarter, through our Quarterly Stock Intersections Analysis.
This information is then put into our data analysis, where we identify changes to the 'nasties' for each fund manager and each model portfolio to assist us with further analysis.
Moneyworks NZ LtdP: 0800 225 621E: firstname.lastname@example.orgP O Box 1003, Cambridge 3450
Licensed Financial Advice Provider - FSP 15281
Regulatory Information: Moneyworks is a Licensed Financial Advice Provider (FSP15281), and AML Reporting Entity and is supervised by the Financial Markets Authority.
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