The start of the year is the time of New Year Resolutions, and we all know how easy those are to break. So instead, why not take this time and change the way that you deal with your money? One of the tricks that our clients have – is that by working with us each…
Understanding how you interact with money will help you with managing your money – whether by yourself or working with a life partner. Sorted has money personality quiz, that it is worth taking the time to complete. Check it out at Sorted Money Personality Quiz. I completed the quiz to see how realistic I thought it…
We all know how easy it is to procrastinate about money things. Here is a checklist of things that it might be time for you to review and sort out: 1.Bank accounts Do you need all those bank accounts? Should you close some and save fees? Are there better returning bank accounts – at call…
Over the 21 years that we have been working with clients, we have discovered that our most successful clients are those that also have a great relationship – with themselves and with their life partner. How you think about money and more particularly how you discuss money can have a huge impact on the success…
We have been working with Peter for over 8 years and were (wrongly) concerned that he would dictate what we did with our money. We make our own decisions.
Peter treats us like genuine friends, not as clients. His manner is easy and personable and we have had consistently good returns on our investments.
We absolutely trust that Peter will only do the very best with our money and not take unnecessary risks.
One of the benefits of working closely with a financial planner, is that they are there to answer any of your questions about financial offers that look interesting. As well as pointing out the risks and costs and lack of liquidity of offers, because we live and breathe the investment and financial world, we tend…
This website is operated by Moneyworks NZ Ltd and is not endorsed by, or affiliated with, the New Zealand government or Inland Revenue. Moneyworks NZ Ltd is using the KiwiSaver trade mark and logo under licence from Inland Revenue. To view the official New Zealand Government KiwiSaver website, please click Here. In November 2017, the Financial…
I have a system now for my spam and scammers, I have a well trained inbox that sends my spam straight into it (and every now and then something that isn’t spam). About 3 times a day (if I am in the office all day), I check it to make sure that something didn’t accidentally…
We started working with Moneyworks many years ago and about three years ago we decided that we would like to be more involved in their annual service. When we started working with Paul, we thought that the process would be heavily focused on hard saving for retirement as compared to enjoying life now.
We now have clear and defined goals. We really like the annual review process and the easy to understand documents which make it easy to understand where we are at.
A quick email to say thanks so much for your help with Marks Trauma Insurance. Its not a great way to get extra funds but it is really helpful to know that the money is there if we need it.
Everything went without a hitch especially when you see so much bad press about Insurance Companies. You were really helpful coming around home for the forms/signatures as Mark was not allowed to drive at the time. I wanted you to know we are both really thankful for the cover. It was getting hard to pay the premiums, but so happy we kept it up even with reducing the cover to make premiums easier at the time. Thanks again
