We help you get to and through retirement by investing ethically.

Our Ethical Practice

Investing

We cut through the greenwashing to provide independent
analysis and education to help our
clients invest Responsibly and Sustainably

Investment Principles and Information

Ethical Investing - How it Works

Moneyworks Investment Philosophy

Our Moneyworks Business Values

Integrity

We do the right thing and have a consistent and uncompromising adherence to strong moral and ethical principles and values. We treat others as we would wish to be treated.

Honesty

We will be clear, factual, truthful, fair and sincere in all our dealings.

Trust

We value your confidence in our ability, judgement and advice and work hard to maintain that relationship.

Genuine

We are authentic. We walk our talk, and let you know the real situation, and say what we mean.

Empathy

We understand our clients' needs and work hard to meet them.

Respect

We treat our clients fairly, considering their feelings, wishes and personal goals and objectives.

Reliability

We do what we say we are going to do and will ensure that we take action for you in a timely manner.

Moneyworks News and Resources

Rates Rebates – could you be eligible? – You might be surprised if you have a SuperGold Card.

If you own your own property you may be eligible for a partial discount on your rates bill – if you are on a ‘low’ income. This becomes more relevant when you have retired, and your income isRead more

New Deposit Compensation Scheme from 1st July 2025

Background Beginning in 2007 – New Zealand had a string of finance companies fall over (they were over leveraged (too much debt) and in hindsight had been playing tricks with their valuations.Read more

Moneyworks B-Corp Re-certification and a huge jump in our score

Wow, just wow. I am thrilled In February 2022 I idly went on to the B-Corp assessment site to see what it was all about, with a goal of going through the whole process in a year or two. The averageRead more

The ten largest S&P Companies over the last 40 years

1985 was the first year that I started working in the investment industry. I was working in a role that was periphery to financial planning and investment management at that time, and in 1987 IRead more

A lot has happened in the last 5 years. Not just tariffs

Please note that the table above was to the end of April (the markets have since rebounded higher) For a long time (from the fall of the Berlin Wall until recently) the world was in a historicallyRead more

Investment Research Providers

As part of our annual fund managers project in 2024, Peter and Paul did an audit of the research reports on our fund managers from our research providers - Morningstar, Lonsec and any others thatRead more

Mindful Money Ethical Financial Adviser of the Year Award - Winner

This is the fifth year that Mindful Money have run the Ethical Financial Adviser of the Year Award. For the first four years, this award focused on the whole business - looking at what all the adviseRead more

Judging the Mindful Money Awards

Each year the charity Mindful Money runs awards to recognise fund managers, advisers and investors in the Ethical Investment arena. We have entered the awards since 2023 and have won the EthicalRead more

U3A Cambridge

U3A - University of the Third Age is a concept that began in France, where retired people went to Universities to listen to lectures. It expanded into the UK and evolved into a world wide programmeRead more

Changes to KiwiSaver from May 22 Budget

Since it's launch on July 1st 2007 KiwiSaver has become an integral part of Kiwi's financial planning and saving and of the investment industry and culture in New Zealand. It has been a number ofRead more

Consumer Survey on the opinions of the New Zealand public about ethical investing

We first became aware that Kiwi's were interested in ethical investing in 1997, when one of our first clients asked us about making investments that are going to be good for people and the world. Read more

Property Rates - some things you might not know about

Owning a property in New Zealand means that you are required to pay Property Rates to your local Council. Over the last five or so years, the rates charges have increased significantly (along withRead more

We don't just talk the talk, we walk the walk!

We value our relationships with our clients and key suppliers and our role in the community. We have a focus on contributing back to our community as well as doing what we recommend to our clients.

All Moneyworks team members have financial plans in place, incorporating our goals and objectives, KiwiSaver, investment plans along with portfolios and insurance.

All Moneyworks advisers are members of, and Certified Ethical Financial Advisers of Responsible Investment Association Australasia

Our Community Involvement

Moneyworks are proud to be involved with Responsible Investment Association Australasia

Moneyworks are proud to be involved with Mindfull Money

Moneyworks are proud to be involved with Cambridge Cricket

Moneyworks are proud to be involved with Cambridge Lifeskills

Find out more about our Community Involvement

At Moneyworks we can help you with the following financial advice

About Moneyworks

Planning 40-65

Planning before 40

Planning after 65

Financial Advice

9 Steps to Financial Success

We help you get to and through retirement, using ethical investment options, by making your money work and sharing our knowledge.

Contact us to find out more

"I have worked with Carey and Moneyworks for many years now. I value very highly the trusted financial advice Carey provides. It is always timely, tuned for my circumstances and profile, and educational. I very much appreciate this relationship, and this includes the learning founded on rock solid, consistently sound guidance."

Richard Murcott - Wellington

Moneyworks NZ Ltd
P: 0800 225 621
E: contact@moneyworks.co.nz
P O Box 1003, Cambridge 3450

Licensed Financial Advice Provider - FSP 15281

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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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