 About Moneta
Steve Richens has been in the Insurance business since 1988, starting with Norwich Union. After achieving various Company and industry awards Steve set up Moneta Financial Group Ltd in 1997.
A proudly owned Cantabrian company, the business is based in the city and revolves around Canterbury people and their insurance needs. After initially growing very quickly in the late 1990’s Moneta is now a small specialist operation designed to help Canterbury families and businesses find solutions to their Risk/Insurance needs.
Moneta Financial Group Ltd is an independently owned group of professional insurance, financial planning and investment advisers.
ALL of our people care about the success of our business, which only comes about if our clients are getting good advice and fair value. The services you can expect as a customer range from assisting with managing your cash and short term savings accounts, through to the creation of international investment portfolios and estate protection. Risk management is an important part of our service, where we identify potential problems in your wealth creation process, quantify those problems, and recommend strategies for minimising them.
The majority of our services are provided FREE to the customer. Some complex planning areas involve significant hours of work, and we may charge a fee for those services. However, any fees or charges are always identified well in advance, and advised to you before any such work is undertaken. There are NO fee surprises.
ALL Moneta advisers are members of industry approved bodies, and voluntarily adhere to the strictest code of ethics and practices.
Why Moneta Financial Group?
Because of the unicorn of course…
A unicorn is a composite mythical creature – part lion, part horse, part antelope and part rhinoceros. Many parts working together to create something unique.
That is how we work – individual professionals coming together to create your unique solution.
A disclosure statement is available free of charge. Click here to download PDF
Call Moneta today on 03 338 1299 or click here to contant us
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