FAQs

Who is Frank Wealth?

Frank Wealth is an independent investment advisory firm founded by Angela McKnight, dedicated to helping Kiwis grow, protect, and enjoy their wealth with clear, jargon-free advice.

What services does Frank Wealth offer?

We offer a full range of investment and retirement planning services, including:

  • ‘Build your wealth’ Strategies – Growing your wealth in a way that balances opportunity with risk.

  • ‘Turn your wealth into income’ Strategies – Turning your investments into a steady income that lasts through retirement.

  • Personalised KiwiSaver – A tailored strategy to take control of your retirement savings, building a portfolio that reflects your life and goals.

  • Investor Residency Pathway – Securing a future in New Zealand for you and your family through strategic, visa-compliant investment management (Balanced Pathway only).

What Portfolio Options Does Frank Wealth Offer?

Our portfolios are customised to your goals, time frame, and risk comfort, using a range of diversified investments that adapt as your needs change.

Why Choose Frank Wealth?

Because we keep it simple, transparent, and focused on you. At Frank Wealth, you’ll get:

  • Plain-English explanations so you understand your options.

  • Clear action steps so you always know what’s next.

  • Transparent advice with no hidden fees or agendas.

  • Tailored solutions designed for your life, not generic products.

  • Open conversations where every question is welcome and answered.

We don’t just help you invest, we help you use your money to live the life you’ve worked for.

What are your fees?

For a list of our fees click here

What are your minimum investment thresholds?

Please treat these figures as a guide rather than a rule. We are often flexible. The best next step is to book a complimentary meeting so we can have a relaxed chat about your specific situation.

  • ‘Build your wealth’ Strategies – $200,000

  • ‘Turn your wealth into income’ Strategies – $1,000,000

  • Personalised KiwiSaver –$50,000

Got more questions? Ask us anything!

Contact us here.

Ready to have a chat?

Book your complimentary, no-obligation meeting here.