We have been working with Carey and Moneyworks for a long time now. We were concerned at the start that she would push particular investment products that were good for her and the business in terms of commission, rather than good for us and we are glad to say that that has proven to be false.
There are lots of things that we like about Carey and Moneyworks service. But one that particularly appeals to us – is the transparency and visibility in particular the investment platform. That it is always accessible and shows the current and past transactions, the current values, performance and all that sort of stuff. Having that available all the time and always up to date is great, I don’t think I would be comfortable waiting for a quarterly or annual report to say how investments were going or to see whether what we had agreed to invest in had actually happened.
The biggest benefit that Carey and Moneyworks service provides, is that it is a a good package approach covers super and KiwiSaver, general investments, insurance, asset protection and so on. Also it is all based on sound approaches and tools eg: risk profiling, market assessments, ratings etc. This provides a high level of comfort that we have taken sensible steps to look after ourselves and our family.