Best Ethical Financial Adviser 2025 Winner
Although the criteria changed this year from the best business to the best individual adviser, we are thrilled that we were again a winner.
This is the third year that we have entered and the third year that we have been a winner.
The judges were particularly impressed by the commitment shown by Carey Church to undertake thorough research and climate consultation, so that ethical issues are integrated throughout the client advice processes. She is generous with her advice and support for others in her community and across the financial advice sector.
This award was shared with the co-winner Rodger Spiller.
Best Ethical Financial Adviser 2024 Winner
Moneyworks were proud to be named as the Best Ethical Financial Adviser in 2024 for the second year. The judges commented:
The entry showed a depth of understanding of ethical and impact investing products. The judges recognised that Moneyworks is thorough and comprehensive in portfolio construction, with innovative use of technology. The focus on integrating ethical issues into the client experience are detailed and the outline of client outcomes is comprehensive.
Other aspects were strong as well, including a continuous development of ethical practices, ongoing outreach and education, and disclosure to clients. Moneyworks’ commitment to ethical investment and community are evident in B-Corps certification.
We will continue to work on improving and refining our practices and knowledge.
Best Ethical Financial Adviser 2023 Winner
Moneyworks entered the Mindful Money Best Ethical Financial Adviser awards for the first time (they were launched in 2021) and were proud to be named as a winner of the category (alongside our friends at Ethical Investing NZ).
We look forward to continuing our work and improving continuously and entering the awards again in 2024.
Moneyworks NZ Ltd
P: 0800 225 621
E: contact@moneyworks.co.nz
P 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.