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Financial Planning for Life After Work

We work alongside professionals
to get you to and through retirement, ethically

Independent recognition matters to us

Our approach to financial planning and ethical investing has been recognised by independent organisations committed to transparency and responsible advice.

Who we work with

We work with professionals and couples, including managers, scientists, doctors, engineers, public servants, IT specialists and other analytical thinkers, who value expert guidance and thoughtful decision-making.

Many of our clients have paid off their mortgage and are focused on how their savings and investments can support the life they want, both as they approach retirement and once they are living it.

How we help

We provide thoughtful financial planning for life after work - bringing together investment strategy, retirement planning, and ongoing advice in a way that’s clear, ethical, and grounded.

How we work

We start by understanding you

We take the time to understand your goals, priorities, constraints, and what matters most to you.

We create and implement a clear plan

Bringing together financial planning, retirement strategy, and investments into a coherent whole.

We review and adapt over time

Staying alongside you as life changes, markets move, and decisions evolve.

  

Paul, Carey and Peter at the Mindful Money Awards

We’re a small, experienced team of financial planning professionals who work closely together to support our clients over the long term, particularly as they move into and through retirement

Carey - Managing Director, Financial Planner and Ethical Investment Adviser

Paul - Financial Planner and Ethical Investment Adviser

Peter - Financial Planner and Ethical Investment Adviser

What guides our work

Ethical investing and financial planning means different things to different people. We work with our clients to understand what matters to them and reflect that in their financial planning and investment decisions.

Moneyworks values integrity

Integrity

Moneyworks values honesty

Honesty

Moneyworks values trust

Trust

Moneyworks values respect

Respect

.

Insights and Resources

We regularly publish articles and commentary on investing, retirement, risk, and financial decision-making.

Is There an AI Bubble in Investment Markets?

You may have heard (or read) that there is speculation about whether there is an ‘AI bubble’ in the investment markets at the moment.  Some people are comparing the current situation with theRead more

The History of KiwiSaver

KiwiSaver didn’t appear out of nowhere in 2007. It was the end point of 40 years of political argument, economic missteps, market reform, and shifting public expectations about what retirement saviRead more

Finfluencers in New Zealand: Navigating Influence, Advice, and Regulation

In the digital age, social media has transformed how we consume information — including financial advice. Enter the rise of “finfluencers” — financial influencers who use platforms likeRead more

What the Moneyworks team has been up to in our Communities

As a team, we have a number of commitments to our communities (both where we live in Cambridge and also to our professional communities).  This is an update on what we have been up to. September 202Read more

Purposely Podcast - Why Values Matter in Financial Advice’, Carey Church MD Moneyworks

In November 2025, I was honoured to be invited to talk to Mark Longbottom at Purposely Podcast.  The Podcast number was #276, and I listened to quite a few of the podcasts in preparation for myRead more

Moneyworks Festive Season hours

Another year almost finished, and it has been an interesting one.  Lets hope 2026 brings better weather for us in New Zealand!  Maybe an Indian Summer? We will be finishing work on Friday DecemberRead more

How does Millie break?

One of the things that can ruin our day is waking up to find out that we have an error message (or two or three) from Millie as she couldn't run the process we were waiting for. To be fair this doesRead more

How to Outsmart Voice Scammers Pretending to be Family with Safe Words

During our 2025 Annual Review Project with clients, several clients have mentioned that their biggest fear is getting a phone call from their 'child' (which could also be a grandchild), saying thatRead more

What do we do to make Millie work?

When we developed Millie in August 2018 we really weren't sure whether she would work, but we were determined from day one that she would be a part of the team.  So we developed Millie with anRead more

Stewardship in Action - KiwiSaver - Booster

Many KiwiSaver managers in New Zealand pay lip service to Stewardship (in our opinion).  Many KiwiSaver managers say that they vote, but based on the publicly available information, they take theRead more

The Billionaires Playground

Each year in May, my mother and I head up to Auckland to the Auckland Writers Festival (this year was our sixth visit).  It is always a sensation overload with all the people and the fantasticRead more

Stewardship in Action - Magellan Global

According to Google - this is what Stewardship means: Stewardship refers to the responsible allocation and management of capital to create and preserve long-term value for clients and beneficiaries.�Read more

Our Community Involvement

"I have worked with Moneyworks for many years and value the trusted financial advice they provide. Their advice is always timely, tailored to my circumstances, and educational. I value the relationship and the consistently sound guidance that underpins it."

Richard Murcott - Wellington

 

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