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What the Moneyworks team has been up to in our Communities

As a team, we have a number of commitments to our communities (both where we live in Cambridge and also to our professional communities).  This is an update on what we have been up to.

September 2025 - Paul was on the panel at the RIAA Conference titled 'The conversation gap: Setting expectations and navigating the hard questions'. The panel shared their expertise and answered questions.

All Summer (each year) Peter is actively involved as the Secretary and Treasurer of Cambridge Cricket and the Antiques (the old guys who play cricket).

Carey is a regular contributor to the financial planning and ethical investing industry.  Some of the things she has done in the second half of 2025 are:

  1. July 2025 - Presented a webinar for Financial Advice New Zealand called 'Reflect Your Business Values and Ethics in Your Practice and Client Relationships - A Case Study'

  2. September 2025 - Contributed to our industry publication article on Ethical Investing called 'How to build a responsible portfolio' (copy downloadable on button below).

  3. November 2025 - Presented a webinar for Financial Advice New Zealand called 'Ethical Investing: What Your Clients Aren’t Telling You (But Want You to Know)' - about ethical investing.

  4. November 2025 - Participated in the Purposely Podcast (separate article on this blog)

In the Cambridge Community, Carey is also the Chairperson of U3A Cambridge and co-founder (and is always looking for interesting speakers for our monthly lectures - if you have any ideas).  She is also in the process of setting up the Cambridge Public Art Trust (taking a lot more work than planned - interacting with Council and doing politics is not one of her strengths).



 

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