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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.
We will be clear, factual, truthful, fair and sincere in all our dealings.
We value your confidence in our ability, judgement and advice and work hard to maintain that relationship.
We are authentic. We walk our talk, and let you know the real situation, and say what we mean.
We understand our clients' needs and work hard to meet them.
We treat our clients fairly, considering their feelings, wishes and personal goals and objectives.
We do what we say we are going to do and will ensure that we take action for you in a timely manner.
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.
"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 LtdP: 0800 225 621E: firstname.lastname@example.orgP 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.
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