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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 Responsibly 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

S&P 500 index - the key indicator of market moves

Last month we wrote an article about the Dow Jones Index - the DJIA and why it isn't a reliable measure of what might be happening with your investments.  Although it has been operating since theRead more

Sustainable investing snippets - thanks to Nanuk New World

In 2024 we carried out an audit of all the information that we receive from our fund managers, grading it from 'don't bother, not worth it', to 'this is fantastic, everyone has to consume this whenRead more

Moneyworks 2024 Christmas Function - Puzzle Solving

A key part of our work as financial planners and ethical investments advisers is puzzle solving.  We all really enjoy solving puzzles like - how much do our clients need to have a financiallyRead more

Scams are big business now

In February 2025, The Economist is starting a new podcast series about a global scam that managed to scam $47 million US from the CEO of a midwest American Bank.  It requires a subscription (whichRead more

FIF - Overseas Income Tax Alert

Are you up-to-date with your FIF (Overseas Tax) obligations? A recent article in the financial media highlighted the low compliance rate with the Foreign Investment Fund (FIF) rules, with a taxRead more

Gradual Damage and house insurance payments

A short video from the Insurance and Financial Services Ombudsman clarifying that gradual damage is not usually a claim under your house insurance cover.Read more

The Dow Jones Industrial Average - how does it work and why does that matter?

The DJIA (the Dow Jones Industrial Average) has been the 'go to' indicator of how markets operate since the 1800's for investors.  But until we read an article from Alphinity recently, we didn'tRead more

More than 50,000 property investors making losses

This is the headline from an October 2024 RNZ article - 'More than 50,000 property investors makingRead more

Fund Manager Profile - Stewart Investors

Each year at our Annual Review meetings with our clients, we are telling them about a different fund manager and how they work.  The goal with this project is to illustrate the different methods,Read more

What might a Trump Government mean for your investments?

“Trump considers the stock-market to be his measure of his job performance”  This quote stuck with me from the Capital Group webinar on Friday last week.  The ‘sugar-rush’ of the markets siRead more

Du Val shows us the importance of regulation and personal advice

There has been quite a bit of publicity about the Du Val group investment issues.  We have had discussions with prospective clients about Du Val and how and why we would not have recommended thisRead more

Annual Fund Managers project

The diagram above shows all the things that we do behind the scenes in relation to investments for our clients. One of the unique things that we do is our annual Fund Manager Project.  We have beenRead 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

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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