Working with doctors over the long term
Most of our doctor clients come to us mid-career or later, when the focus shifts from accumulation to decision-making.
This video explains how we work with doctors, the types of issues we help with, and why we believe financial planning is most valuable when it supports life choices - not just numbers.
This is our dedicated resources space for doctors.
You can always return to this page via links in our doctor-focused articles and emails
What you'll find here
This space brings together information and discussions we’ve developed specifically for senior doctors.
Some people use it occasionally, others return to it over time. There’s no expectation that you read or watch everything — it’s here when it’s useful.
Webinars for doctors
From time to time we run short micro-webinars and more in-depth quarterly sessions for doctors.
These focus on practical decisions that tend to arise mid-career and beyond, rather than on products or tactics.
Recordings are available if you’re unable to attend live.
View upcoming and past webinars (ADD LINK)
Specialist resources
Some doctors have superannuation or investment arrangements that are less straightforward - for example older New Zealand schemes or overseas plans.
We’ve set out background information on these areas to help make sense of them and to highlight where advice is often helpful.
Moneyworks NZ Ltd
P: 0800 225 621
E: contact@moneyworks.co.nz
7c Hall Street, Cambridge 3434
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.