Ethical Practice

Ethical investing is part of our ethical approach to business. Ethics, our values and the way we communicate with you and our partners are integral to who the team at Moneyworks are.

Our Vision

Moneyworks NZ Ltd will be an ethical and sustainable, community focused financial advisory practice that builds long-term relationships with like-minded people and is committed to continual improvement. The services offered are transparent, professional and are based on our unique and proprietary ethical investment processes. 

Mission

We help people get to and through retirement – ethically, while providing balanced lifestyles for our team and operating in a profitable and sustainable manner.

Purpose

The purpose of Moneyworks is to deliver returns to shareholders whilst having an overall positive impact on society and the environment.

To help make the world a better place by

  • having a sustainable business with an ethical focus
  • contributing to our community
  • aligning with businesses and clients that share our values and purpose.

How will we achieve this purpose?

  1. Educating our clients about how investing ethically has the power to facilitate real change in the world.
  2. Using our unique and proprietary ethical investment analysis process with our clients.
  3. Contribute to the community by donating a portion of Moneyworks profits every year.
  4. Volunteering, contributing to our community.
  5. Measuring and offsetting our emissions, recycling and being energy and water conscious.

Our Moneyworks Business Values

Moneyworks values integrity

Integrity

We do the right thing and have a consistent and uncompromising adherence to strong moral and ethical principles and values. We treat others as we would wish to be treated.

Moneyworks values honesty

Honesty

We will be clear, factual, truthful, fair and sincere in all our dealings.

Moneyworks values trust

Trust

We value your confidence in our ability, judgement and advice and work hard to maintain that relationship.

Moneyworks values are genuine

Genuine

We are authentic.  We walk our talk, and let you know the real situation, and say what we mean.

Moneyworks values empathy

Empathy

We understand our clients' needs and work hard to meet them.

Moneyworks values respect

Respect

We treat our clients fairly, considering their feelings, wishes and personal goals and objectives.

Moneyworks values reliability

Reliability

We do what we say we are going to do and will ensure that we take action for you in a timely manner.

Code of Conduct

As a Financial Advisory Practice (FAP), we have a regulatory obligation to act under the FAP Code of Conduct.  But we have decided to overlay that with our own Code of Conduct to reinforce our values.

Learn about Moneyworks code of conduct

We have been working with Peter for over 15 years and were (wrongly) concerned that he would dictate what we did with our money.  We make our own decisions.

Peter treats us like genuine friends, not as clients.  His manner is easy and personable and we have had consistently good returns on our investments.

We absolutely trust that Peter will only do the very best with our money and not take unnecessary risks.

Vanessa and ‘Ropes’ Ropitini – Palmerston North


We don't just talk the talk, we walk the talk!

We value our relationships with our clients and key suppliers and our role in the community.  We have a focus on contributing back to our community as well as doing what we recommend to our clients.

All Moneyworks team members have financial plans in place, incorporating our goals and objectives, KiwiSaver, investment plans along with portfolios and insurance. 

All Moneyworks advisers are members and Certified Financial Advisers of Responsible Investment Association Australasia.

At Moneyworks we employ an in-house Wellness Coach to help keep us fit, healthy and have a balanced lifestyle. 

Our Community Involvement

 

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