Angela McKnight – Frank Wealth
Specialises in: Investments (e.g. managed funds and shares).
Cost for advice: Up to 1% of your investment for ongoing management of your money.
How they get paid: They charge you ongoing fees for their advice.
First meeting free: Yes.
Frank Wealth a fully-independent financial advice firm. That means they do not take commission or rebates when you invest with them. If they do receive commission or rebates from a fund manager, they give the money back to you.
That means their advice is fully independent. They are not incentivised to recommend a particular fund or investment to get a higher commission. If something is recommended, it’s because it makes sense for you.
The focus is simple. Frank Wealth helps you:
Frank Wealth advises on a wide range of investment options, including Kiwi and global shares as well as managed funds.
Here’s what makes Frank Wealth different: traditionally, investors might need $1 million+ to invest to get this kind of independent advice, but Frank Wealth intentionally leaves the door a little wider.
They work with investors who have:
- $50,000+ in KiwiSaver
- $200,000+ to invest in funds or shares
Frank Wealth suits people who want a clear, strategic plan without the jargon. As the name suggests, the approach is direct and straightforward. If you want retirement advice without the fluff, this is worth a conversation.
Frank Wealth is owned by its director, Angela McKnight. She is sharp. She started university at just 15, where she studied mathematics. She then worked at ANZ as a private banker before becoming an independent financial adviser in 2023.
You might also like to know Angela is married to Ed – our economist here at Opes!
