Investing
We cut through the greenwashing to provide independent
analysis and education to help our
clients invest Responsibly and Sustainably
Our Moneyworks Business Values
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.
Honesty
We will be clear, factual, truthful, fair and sincere in all our dealings.
Trust
We value your confidence in our ability, judgement and advice and work hard to maintain that relationship.
Genuine
We are authentic. We walk our talk, and let you know the real situation, and say what we mean.
Empathy
We understand our clients' needs and work hard to meet them.
Respect
We treat our clients fairly, considering their feelings, wishes and personal goals and objectives.
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
UPDATE - Sexy investment or Scam
You may recall that in January 2024, I wrote an article about an investment that a client made (deliberately choosing not to ask our advice as they knew we would say NO). Here is a link to thatRead moreDr Pippa's futuristic visions
One of our favourite speakers at the Portfolio Construction conferences that we attend at least annually and often twice a year is Dr PippaRead moreQuarterly Stock Intersections
The diagram above shows all the things that we do behind the scenes in relation to investments for our clients. The quarterly stock intersections process is an important part of our due diligence andRead moreLeading the Charge Against Modern Slavery: A Case Study on Nike
Written by AI (Test version of Google Notebook LM). In my ongoing mission to help you invest responsibly, I often talk about modern slavery and its presence in global supply chains. As we'veRead moreTravel Insurance - Yes it really is a good idea
A recent survey of 3,000 New Zealanders planning on travelling overseas (or who have recently travelled) indicates that 33% have either never had travel insurance cover, or only take out coverRead moreDiversity in Action - Pathfinder
You may have heard a whole lot of talk about DEI - Diversity, Equity and Inclusion. In reality this usually translates into ensuring there are women on boards and in senior management (but notRead moreArtificial Intelligence in action
Klarna is a Swedish payments company set up in 2005 by three students. Using a mobile app, people can 'buy now pay later', with a popular 'pay in 3' instalment plan - where the first instalment is paRead moreThe Taylor Swift phenomenon
While Taylor Swift's music is not to our taste particularly, nor are we interested in her love life, she is a financial phenomenon. Here is more information (again, thanks to Alphinity). "TheRead moreThe competitive EV market
While most people are aware of Tesla and the mercurial? Elon Musk, the EV that we drive most is the BYD fleet of Mevo, the transport that we use in Wellington. The Chinese BYD vehicles are lower in cRead moreGiving back to our industry - RIAA Conference
In addition to working for our clients to manage their goals, objectives and financial arrangements, the team at Moneyworks do quite a bit of volunteer work. This ranges from work in the community Read moreWe 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 Ethical Financial Advisers of Responsible Investment Association Australasia
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
Moneyworks NZ Ltd
P: 0800 225 621
E: contact@moneyworks.co.nz
P O Box 1003, Cambridge 3450
Licensed Financial Advice Provider - FSP 15281
Regulatory Information: Moneyworks is a Licensed Financial Advice Provider (FSP15281), and AML Reporting Entity and is supervised by the Financial Markets Authority.