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?
- Educating our clients about how investing ethically has the power to facilitate real change in the world.
- Using our unique and proprietary ethical investment analysis process with our clients.
- Contribute to the community by donating a portion of Moneyworks profits every year.
- Volunteering, contributing to our community.
- Measuring and offsetting our emissions, recycling and being energy and water conscious.
Our Moneyworks Business Values
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.
Honesty
We will be clear, factual, truthful, fair and sincere in all our dealings.
Trust
We value your confidence in our ability, judgement and advice and work hard to maintain that relationship.
Genuine
We are authentic. We walk our talk, and let you know the real situation, and say what we mean.
Empathy
We understand our clients' needs and work hard to meet them.
Respect
We treat our clients fairly, considering their feelings, wishes and personal goals and objectives.
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.
Carbon Neutral
From financial year ending 31/03/2023, Moneyworks has been working to be carbon neutral. Although we are a service business, and don't have to worry about boilers and plants belching out Greenhouse Gases, we have signed up to offset all of our Scope 1, Scope 2 and Scope 3 emissions through CarbonTrail.
The identified emissions in our business are either offset at source, or by planting native forests in New Zealand. Through the CarbonTrail system we offset our emission with Carbonz.io, which enables us to identify exactly where our native trees are planted.
We are also moving our business to dealing with Ecotricity as a power provider, which is a carbon positive electricity producer.
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 walk!
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
Moneyworks NZ Ltd
P: 0800 225 621
E: contact@moneyworks.co.nz
P 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.