We have a small team, based around Cambridge and Auckland, and use technology to ensure that we deliver the best quality service available to our clients. We have an Administrator Extraordinaire, Millie, who is our moneybot (our inhouse robot), who carries out a lot of day to day administrative tasks, letting us get on with working with our clients, and ensuring that our education is up to date.
Moneyworks Code of Conduct - how we work and behave
We have been working with Carey for over thirteen years now and the favourite part of her service is the annual review. The discussion makes us think and plan rather than drift. We value the investment management that comes as part of the service.
When we first started working with Carey we had a general wariness that a financial adviser would be trying to sell a particular financial product or service and this hasn’t happened with Carey.
Eileen Barrett-Whitehead and John Whitehead – Wellington