Moneyworks - Ethical Investing for your retirement

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

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

What do Kiwis think about Ethical Investing?

RIAA (Responsible Investment Association of Australasia) and Mindful Money (New Zealand ethical investing charity that we contract to provide our core ethical analysis research) regularly undertake aRead more

Our upgraded and updated website - the back story

Moneyworks has had three different websites since the early 21st Century.  Moving from a website where every change had to be done by the website manager, to one on Word Press where we could makeRead more

Inflation - what is happening?

Inflation in New Zealand was recorded at 6.90% pa for the year ending 31st March 2022.  This is the highest record of price increases in decades.  You may have noticed it when you buy things - likeRead more

Inflation - how does this affect your investments

We have had low inflation since the 1990’s and it is easy to forget how inflation can eat away at your investment assets.  Real rates of return The key concept is the ‘real return’.  WhenRead more

The Kaka - Bernard Hickey - Valuable Information

At Moneyworks, we read, listen to and watch a wide range of information and news sources, ranging from the mainstream media (NZ Herald, Stuff, New York Times, Fox News) to more specific media andRead more

New postNew Zealand Super increase in rates and impact on your tax rate

New Zealand Superannuation income is adjusted on the 1st April each year based on a formula that is linked to inflation (through the average wage mechanism).  With inflation at high levels thisRead more

Investment Market Uncertainty and War

This article is part of a longer article sent to Moneyworks Membership Fee client in mid March.  We are sharing this again as a reminder, and also for the information of Non Membership Fee clientsRead more

Residency requirements for New Zealand Superannuation changed

In our August newsletter (which you can find here), we outlined the proposed changes to eligibility for New Zealand Superannuation. Legislation was passed in late 2021 to implement these changes.Read more

This is why NOT investing in Fossil Fuels is tricky

Ethical investing is tricky.  While something might seem simple on the surface, there are so many layers and factors involved in making a decision to continue investing or stop investing in aRead more

Nestle and Child Labour

Nestle is an attractive company to invest in from the financial and traditional profitability perspective and as a consequence, is in many of our clients portfolios. However, there is an ethical issuRead 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