Investing
We cut through the greenwashing to provide independent
analysis and education to help our
clients invest Reponsibly and Sustainably
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
Do you use your personal vehicle for business use? It might not be insured…
At Moneyworks, we all own our own vehicles and when we use them for work, we get reimbursed by the company at the IRD rate of mileage. It is a system that has worked well for us. We didn’tRead moreCyclone Gabrielle: Insurance pays out flood-affected family, but their bank won’t release the funds.
This situation is complicated, another Free-To-Read NZ Herald articleRead moreCCTV and Privacy and Insurance
You may know the feeling - you get back to your pristine car in the supermarket carpark to find a ding in it that wasn’t there before. There is no note, no indication of who dented it. If theRead moreNew Zealand Superannuation Rates
When you reach 65 in New Zealand (the current age of eligibility) you are entitled to receive the New Zealand Superannuation income. This is subject to residence requirements: Currently, to get NZRead moreWhat are you going to do in retirement? How long will that be satisfying?
When we are working with our clients to discuss their retirement planning, a key part of our discussion is ensuring that our clients have planned what they are going to do in retirement. What are youRead moreWhy you should never retire….
The first article we received was in The Economist on 25th Jan 2024. If you have an account with the Economist (you can get a free account where you can read a handful of articles each month), youRead moreYou shouldn’t retire…. My thoughts
I don’t know if it is because Peter and I each have significant birthdays coming up this year, but I feel like I am being bombarded with articles in different media saying ‘don’t retire’.Read moreHuman Skin - created as an alternative to Animal Testing
Just because a company is tagged as a ‘nasty’ for animal testing, does not necessarily mean that they are doing bad in this area. A number of the companies are actually involved in a lot ofRead moreWhat does the weather and natural hazards mean for your house insurance premiums?
Cyclones, Floods, Heatwaves, Fires, Droughts. These are all the side effects of the global climate changes. We have seen the first three in New Zealand during 2023, but we have also seen theRead moreIs your jewellery (and valuable art) insurance worthwhile?
As we get older and more wealthy, we tend to increase our spending in line with our higher income. For some people this may include buying more expensive jewellery or items of art that are quiteRead moreWe 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 and Certified Financial Advisers of Responsible Investment Association Australasia.
At Moneyworks we employ an in-house Wellness Coach to help keep us fit, healthy and have a balanced lifestyle.
Our Community Involvement
At Moneyworks we can help you with the following financial advice
We help you get to and through retirement, using ethical investment options, by making your money work and sharing our knowledge.
"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
Regulatory Information: Moneyworks is a Licensed Financial Advice Provider (FSP15281), and AML Reporting Entity and is supervised by the Financial Markets Authority.