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

Our Ethical Practice

Investing

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

Investment Principles and Information

Ethical Investing - How it Works

Moneyworks Investment Philosophy

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

A Golden Era of Health Care Innovation

This article is adapted from information provided by Capital Group. Capital considers that biopharma is in the midst of a 'third wave' of innovation. Referring the picture above, the first twoRead more

Teeth, Eyes, Ears, Over the Counter Medication, Fitness

As we live longer, and the baby boomers have more wealth, people are shifting their focus to quality of life (particularly in richer economies). McKinsey estimates that more than US$450 billion wasRead more

Investor Warning - online 'educational' courses - from FMA

The FMA (FInancial Markets Authority) has issued an investor warning about online 'educational' courses which promise to teach people how to make money trading in crypto, shares, foreign exchange orRead more

Winner- Best Ethical Financial Adviser 2024

Following on from our award in 2023, Moneyworks have again received the award as the Best Ethical Financial Adviser in 2024. As Peter and Carey were in Finland, we were proud that Paul was able toRead more

Power Exercises - How to keep fit, strong and youthful

Ten years ago, when turning 50, I realised that it was important that I had strength, flexibility and good balance as I got older. All things that vanish if you don't work on them. In addition toRead more

Climate Change - Adaptation Investments

Climate Change – Adaptation investments (Thanks to Pengana WHEB for this source material) 2023 was the warmest year on record by a large margin. And Munich RE (a reinsurance firm), estimates thatRead more

Is rugby going to vanish as our national sport? Changing demographics of New Zealand

Over the last 9 months, we have been lucky enough to attend two presentations by Distinguished Professor Emeritus Paul Spoonley about the changing demographics in New Zealand. The information is soRead more

Why you need a will

Having a will is something that you do for the people that you love. If you don’t love anyone – then you can live without having a will. But if you do love people, having a will is a kindness forRead more

What happens when a loved one dies

I am lucky. I haven’t had to deal with the death of any of my immediate family members. But I have recently been privileged to assist the family of one of my long term clients to manage theRead more

2024 Budget and implications for your financial planning

As promised in the 2023 Election Campaign, the coalition Government has delivered tax cuts. These tax cuts will apply to everyone and it is IMPORTANT TO NOTE that these will also apply to your PIRRead more

What if things go wrong with someone’s will and it is challenged?

Apart from potentially creating a juicy story for the media, if a will isn’t prepared well, or if someone doesn’t have a will in place (dying intestate – see this article), the death of aRead more

Millie is not AI

Moneyworks clients will know who Millie is. Or rather what she is. Since 2018, we have worked with our Robotic Process Automation (RPA) Developer, Saravanan (who lives in Chennai with his wife and Read 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 Ethical Financial Advisers of Responsible Investment Association Australasia

Our Community Involvement

Moneyworks are proud to be involved with Responsible Investment Association Australasia

Moneyworks are proud to be involved with Mindfull Money

Moneyworks are proud to be involved with Rotary Cambridge Garden Festival

Moneyworks are proud to be involved with Cambridge Cricket

Moneyworks are proud to be involved with Cambridge Lifeskills

Find out more about our Community Involvement

At Moneyworks we can help you with the following financial advice

About Moneyworks

Planning 40-65

Planning before 40

Planning after 65

Financial Advice

9 Steps to Financial Success

We help you get to and through retirement, using ethical investment options, by making your money work and sharing our knowledge.

Contact us to find out more

"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

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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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