Tennis, Business and Money

When Peter and I attend or watch sports we make a great team. Peter is passionate and knowledgeable about the sports side of the contest, and I am fascinated by the business of the sport.  The professional tennis world is a huge business world. In our seven years absence from the Australian Tennis Open, the…

What is your money personality?

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…

A financial to-do list

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…

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.

Vanessa and ‘Ropes’ Ropitini – Palmerston North

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.

Tamsin and Rex Webb – Cambridge