Mindful Money and RIAA Ethical Investment Survey

very year Mindful Money – the New Zealand charitable trust created to help people monitor the ethical allocations of their New Zealand investments and RIAA (the Responsible Investment Association of Australasia) run a consumer survey to monitor peoples’ opinions on ethic...
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Online romance scams

There was a recent article in the New Zealand Herald (premium subscription) headed up ‘Catfished: Kiwi loses $840,000 to online romance scams’. This was the largest reported loss in a long term romance scam, but it is reported that nearly $19 million was lost to online f...
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Buying property at auction – a personal experience​​

Call me old…. But I haven’t been involved with the purchase of a property for nearly 20 years.  Peter and I built our dream home in Cambridge, and loved the process, and sold our properties in Turangi (one by negotiation and the other by deadline treaty), but b...
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Rise in scams impersonating NZ businesses during COVID-19

This information is from the FInancial Markets Authority - and we are repeating the message in case we can save at least one person from being caught in a financial scam.  PLEASE pay attention to this and think carefully before engaging in any investments or financial o...
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Three big changes in a post-pandemic world

This information is copied from a recent Fortune magazine newsletter that we received.  Given that 2020 has been a big year, we thought we would share the information with you - as an indicator as what is ahead in the next decade.Fortune - CEO Daily NewsletterAccenture&...
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Generate KiwiSaver actively engaging in 'impact investing'

Moving towards an 'ethical approach to investment' for those of our clients that want this approach means that we are talking to our existing and future fund managers about how they are investing, and why, and making sure that there is substance behind their claims. We were ...
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The six stages of Ethical Investing Awareness

At Moneyworks, we are undertaking our international certification and education to become 'ethical/responsible/sustainable' advisers.  Part of this is understanding the different 'claims' to ethical investing (which I will use as a catch all for all the terminologies). ...
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The purpose of NZ's retirement income system

New Zealand Superannuation is a cornerstone to the retirement income system in New Zealand, and as we often say in our seminars, it is one of the most generous public pension schemes in the western world.  Everyone who is entitled to the income receives the same am...
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What is the ideal age to retire?

Obviously the ideal age to retire is when you are ready, and retirement doesn’t need to mean sitting around all day doing nothing.  Your retirement might involve spending more time with your family, grandchildren, or travelling, volunteering, getting involved in physi...
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What is a typical lifespan in New Zealand today?

Answer: Much longer than it used to be!  What does this mean for your retirement planning?  The current life expectancy in New Zealand is 82.21 years And interestingly, while the lifespan in New Zealand is increasing, the lifespan in the USA is decreasing (currentl...
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