New announcement. Learn more

We cut through the greenwashing to provide independent analysis and education to help our clients invest
Responsibly and Sustainably

Investing

Our Moneyworks Business Values

Moneyworks values integrity

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.

Moneyworks values honesty

Honesty

We will be clear, factual, truthful, fair and sincere in all our dealings.

Moneyworks values trust

Trust

We value your confidence in our ability, judgement and advice and work hard to maintain that relationship.

Moneyworks values are genuine

Genuine

We are authentic.  We walk our talk, and let you know the real situation, and say what we mean.

Moneyworks values empathy

Empathy

We understand our clients' needs and work hard to meet them.

Moneyworks values respect

Respect

We treat our clients fairly, considering their feelings, wishes and personal goals and objectives.

Moneyworks values reliability

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

Why do investors do what they do?

Looking at the picture above, you might feel a ring of familiarity about your emotions if you are watching your investments on a regular basis.  This is particularly relevant when we look at whatRead more

Retirement Village living - in's and out's

We recently participated in an online webinar through our industry body, where representatives from the Retirement Villages Residents Association of New Zealand were talking about buying into andRead more

ESG ratings businesses - how robust are they really?

Sometimes, with all the information available it be hard to remember that the ethical/sustainable investing industry is still in its infancy. We have written before in these blogs about how an analysRead more

Shareholder Resolutions and Activist Investing

Resolutions are decisions about companies that need to be made by the owners (the shareholders).  While there are different laws in each country, there are generally two types of resolutions -Read more

How your Fund Managers vote is important

Moneyworks recommends fund managers to you.  You then entrust your money to those fund managers to exercise their votes and use what power they have to ensure that the company they are investing in Read more

Mindful Money Ethical Investing Awards 2022

Mindful Money has operated as a charitable trust since 2019 with the goals of increasing awareness of ethical investing in New Zealand.  They do this in a number of ways, the key at this stage isRead more

So - what is this Bear Market Thing?

This is an abbreviated article, based on information sent to Moneyworks investment and membership clients on 16th June 2022. Listening to the news in the last few weeks can be unsettling if youRead more

Ethical Investing is not a formula

Ethical Investing is trendy. (Or ESG, Sustainable, Responsible - call it what you like). Billions of dollars have flowed into ethical branded investments over the last three years and projectionsRead more

Whats the deal with Genetic Modification being a 'nasty' in New Zealand?

The MIndful Money consumer surveys which identify 'nasties' - consistently shows that Kiwi's are resistant to investing in GMO's, or Genetically Modified and Genetically Edited organisms.  ButRead more

Making your donations work harder for you

We Kiwis are a generous lot, we donate money to help people and animals who are having a difficult time for any number of reasons.   Donating is financially viable for many people because of theRead more

Barriers to Ethical Investing

Greenwashing involves labelling a product (whether it is something you eat or use around your home, or an investment of KiwiSaver fund) to be 'green', 'ethical', sustainable or responsible, when itRead more

What do New Zealanders want to avoid in their investing?

Since the last survey, the survey authors have refined the categories of 'nasties', breaking them down into more detail. Instead of a catch all of 'Human Right Violations or Environmental Damage', weRead more

We don't just talk the talk, we walk the talk!

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

 

This product has been added to your cart

CHECKOUT