Over the years, we have been privileged to work with a wide variety of lovely people as our clients. Our relationship with many of these clients has been for well over 10 years and we look forward to working with them for the next 10 – 20 years.
We share some our clients comments below for you, so that you can understand our relationships with our clients.
I value very highly the trusted financial advice Carey provides. 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, Wellington.
Dealing with Moneyworks over the last 15 years has given us confidence in making our financial decisions, given us a framework to think about our financial planning, and enabled us to achieve a financially comfortable retirement. Now that we are retired, we are having to learn how to enjoy our money instead of ‘saving’ and Carey is giving us guidance in how to do this. Phillip and Sandra, Turangi
Carey has been working with us as our Financial Planner since 2004. We have always appreciated the expertise and attention to detail that she has brought to our financial affairs.
We initially expected her to advise us on our retirement savings, but she has also helped us with goal-setting, insurances and estate planning. She has a refreshingly balanced approach, encouraging us to realise our key short-term goals while planning for the needs and wants of the future. Graeme and Julianne, Wellington
Moneyworks and Carey Church have been providing our financial advice for almost 15 years. We have always found them fair, frank and friendly, and they have always worked effectively with us. Peter and Rhianon, Wellington
Carey Church has been our financial adviser for over 5 years now and we have always appreciated the care and thought she puts into providing advice tailored to our particular circumstances. We have never had cause to regret taking her advice in all that time. Eileen, Wellington
Carey has been my financial adviser for almost 20 years, initially with a growth portfolio which had to manage some turbulent financial times. I have now moved to a conservative portfolio which best suits my circumstances and I’m comfortable to follow Carey’s advice in developing it. Brian, Taupo
Life, Trauma and Income Protection Insurance Payments:
The AMP claim on Jo’s income protection policy is now totally complete – the money is in the bank. AMP were a pleasure to deal with – even in the pre-Christmas rush. I repeat what I wrote below because I cannot say enough about the good that came out of you selling Jo the policy in the first place – “the figures are the best news I’ve had in a long time. That policy of Jo’s has been a real blessing. You thoroughly deserve everything good that will ever happen to you.” Lindsay, Wellington
Trauma Insurance payment:
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. Karol was 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 Cyndy, Turangi
I’ve had the pleasure of Paul Swarbrick advising on and arranging all my mortgage funding arrangements for various commercial and other property investments for over 10 years.
Put simply, Paul is the absolute best mortgage broker and financial advisor I have ever come across. I value his advice more than that of my lawyer and accountant. I can’t rate him highly enough. Eddie, Rotorua
Paul has assisted me with arranging my mortgages, and I was impressed with his knowledge, expertise and friendliness. Stu, Auckland