ABOUT US

Moneyworks NZ Ltd was established in 1997 to provide employers, employees and individual investors with financial planning education and advice. Our goal is simple – to make your money work for you, whether you're a corporate, a business or an individual.

We do this by providing sensible, easy to understand advice that takes the mystery out of money and investments. Our team of specialists have extensive experience in the financial services industry and work to assist you in achieving your goals.

How we work

Financial Planning is about providing you with the framework and tools to enable you to think about your choices, your goals and how to get there. We guide you to make the appropriate choices and to use the relevant solutions.

Regular Communication

We work with our clients using regular email and phone and mail communication. The core of the financial planning process is the Financial Plan, which is extensively reviewed at each Annual Review.

We provide regular email updates as soon as any information comes available that may affect your situation. We will meet more regularly with you, if you have changes in your life, or (as has been the case in the last two years) – there are changes in the environment that are impacting on your situation.

The Annual Review (the mini financial plan each year)

At the annual review, as well as reviewing all core components of your financial planning strategy, and seeing where you are at in relation to your goals, we will do a ‘project’ – to ensure that your legal arrangements, fire and general insurance and other additional related issues are on track.

‘Safe versus Risky’ investment approach

We are implementing the innovative approach to thinking about your investment, the ‘safe versus risky’ analysis with all our clients at present. This is assisting clients in having a greater understanding of their investment risk and being more comfortable with the investments that they hold.

This process enables our clients to choose to forgo additional investment return, in return for having ‘safer’ investments that they understand and feel at ease with.

You are unique – so we treat you as unique

Financial Planning and the role of the adviser is to work with you to achieve your goals, given the constraints that you have in your personal situation.
There is no ‘one solution fits all’ in financial planning. Your situation is your own, you are unique, and as such, your financial planning situation and advice is totally personal to you.

Some of the investments that you may have in your portfolio may be the same as other clients that we have, but it will be tailored for your situation and your needs.

Taxation, Fee for service, No hidden commissions

We work with you to ensure that your taxation rates are correct with your investment solutions providers.

We use a ‘wrap platform’ to enable you to access the most suitable investments for your situation, and not just the investments that are available to the ‘retail investor’.
We charge on a ‘fee for service’ basis for investments. When we recommend insurance or KiwiSaver for you to achieve your goals, we will receive commissions, but these are clearly declared, there are no hidden commissions.

For more information, call us on 0800 225 621 or email us on Carey Church at carey@moneyworks.co.nz, or Peter Church at peter@moneyworks.co.nz.

Carey Church - Managing Director and Financial Planner
Peter Church - Director and Financial Planner
Denise Pilcher - Financial Planner
Mereana Aranga - Client Services Manager
Karol Good - Client Services Manager