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We help you get to and through retirement by investing ethically.

Investing

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

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

Human Skin - created as an alternative to Animal Testing

Just because a company is tagged as a ‘nasty’ for animal testing, does not necessarily mean that they are doing bad in this area.  A number of the companies are actually involved in a lot ofRead more

Is your jewellery (and valuable art) insurance worthwhile?

As we get older and more wealthy, we tend to increase our spending in line with our higher income.  For some people this may include buying more expensive jewellery or items of art that are quiteRead more

What does the weather and natural hazards mean for your house insurance premiums?

Cyclones, Floods, Heatwaves, Fires, Droughts.  These are all the side effects of the global climate changes.  We have seen the first three in New Zealand during 2023, but we have also seen theRead more

Sexy investment or an investment scam?

Sexy Investment or Scam? We have recently been assisting one of our intelligent clients to extricate themselves from an investment that looked exciting but turned out to be a scam. (More on thatRead more

Scam warnings - again - but this is important

Nearly $200 million of New Zealanders money was lost to scams in the last year, with a huge rise in the number of investment scams (and these are just the ones that have been reported.) Since 2020Read more

Using Humans as volunteers for testing instead of Animals

Testing products and drugs on animals has been the main method of testing efficacy and danger for many years (since 500BC in ancient Greece – starting with vivisection and developing intoRead more

Moneyworks Christmas and Holiday hours

Moneyworks Christmas and Holiday HoursMoneyworks will close up at 5pm on Wednesday 20th December 2023 and  be back in the office from 9am on Monday January 8th 2024. We hope you all have a sunnyRead more

Couples who pool their money are more likely to stay together

Many of Moneyworks clients are part of a couple and we have a surprisingly low rate of relationship dissolution amongst our clients – or as it could be referred to ‘wealth division’.  We haveRead more

Do you have some unclaimed money - the amounts have increased

We have written before about unclaimed money, but there has been a recent law change, which has led to the amount of unclaimed money doubling to $400 million over the last three months. This is moneyRead more

Replacing Animal Testing with Cell Cultures and Organs on a Chip

One of the most exciting developments in replacing animal testing is what we refer to as ‘cell cultures’ or ‘organs on a chip’. These got a huge boost in the arm from the HELA cells (aRead more

What if you win Powerball in Lotto?

You probably buy a lotto ticket every now and then like me, and then try and get your money's worth by dreaming about what you would do it you won it. With recent Powerball jackpots over $30 millionRead more

Computer simulations - Alternatives to Animal Testing - Crash Test Dummies vs Live Pigs

Computer simulations and robotics Did you know that prior to the invention of mannequin crash test dummies in 1949 that live pigs (and human cadavers) were used in testing car crashes?  This is a grRead more

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

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

 

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