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As a B Corp, the community is a stakeholder in our business. We fulfil our obligations by volunteering and donating to a number of organisations (more information can be found by clicking here).
Part of our commitment to our local community is to provide education on ethical investing where requested. Carey has recently presented to the Waikato Farmers Investment Network and U3A Cambridge on ethical investing.
More information on the U3A Cambridge presentation can be found by clicking here.
We enjoy sharing our knowledge with the ethical investing industry and participate in panels at conferences and assist with online seminars.
We are also working with Good Returns and Investment News to educate the wider advisory industry about ethical investing, and are also reaching out proactively to other advisers in the industry to share our knowledge (and also learn) where appropriate.
Some of the things that Carey has done (with links where available)
Mindful Money Greenwashing seminar
RIAA Conference Panel on building portfolios 2022
B Corp panel March 2023
Harbour Responsible Investing Panel (To be held 10th May 2023)
Moneyworks NZ LtdP: 0800 225 621E: firstname.lastname@example.orgP 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.
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