Corporate Controversies that Defined 2021

ISS ESG is the acronym (or brand) for Institutional Shareholder Services and its ESG (Environmental, Social and Governance) arm. ISS a large international company that provides services to institutional investors (fund managers) including proxy voting services and platf...
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Our new look

January 10, 2022

Our new look

The Moneyworks logo has been in lower case since 2005, and was green and orange from 2005 - 2015.  From 2015 we changed the logo up, adding the circular logo and swapping green for brown. With the new focus on the ethical components of investing, life and our business, ...
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Some comments on those 'wholesale investor only' property syndicates advertised in NZ.

It has been difficult to get investment returns from 'income' investments, with term deposit rates being so low (and virtually no returns on ordinary bank accounts.  Although interest rates are increasing, this means that people holding bond or fixed interest funds will...
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More changes for landlords - under the Privacy Act

Owning a residential investment property is a common way to growing your wealth in New Zealand.  However, over the last few years the obligations on landlords have increased significantly, with requirements to ensure that the homes are healthy and warm, and changes...
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Do you really need $809,000 to retire on?

Every two years Massey University carries out an analysis of how much people need to have invested/saved to be able to retire.  The guidelines are based on various assumptions, and as usual, it is vital that you understand what these assumptions are before you start to ...
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Climate Laggards and Leaders - the poor performance of listed companies

In our big Ethical Investment Analysis project we have found that it is difficult to get information on Carbon emissions from our fund managers that are in a consistent format.  This is a good example of how the field of ethical investing is difficult, there are a numbe...
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Sustainable Investing - Climate Change - cities at risk from seal level rise.

Climate change threatens 1.1 meter sea level rise before 2100 unless climate change is tackled.Analysis by the International Panel on Climate Change (IPCC) makes the prediction in its ‘Special Report on the Ocean and Cryosphere in a Changing Climate’, which studies the e...
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Flood risks and insurance being withdrawn

Fire & General insurance (or house, contents, car, boat insurance) is different to life insurance cover.  Life insurance (trauma, income protection etc), are a contract that you enter into and it remains in force until you cancel it or it expires (usually when you are v...
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Insuring your e-bike

October 27, 2021

Insuring your e-bike

Well, I did it. Having heard from my clients about how much they loved their e-bikes I bit the bullet and purchased my commuter e-bike.  The plan is to use it to commute to my lectures in Hamilton (1 1/4 hours ride each way).  I got one ride in, then the weather wa...
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Getting your money back from your 'unclaimed' Australian Super

For a number of years, you have been able to bring your Australian Super back to New Zealand IF you are retired and past the age to access the super OR if you put it into your KiwiSaver. The process is administratively time consuming, but after lots of follow ups with the Au...
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