Investing
We cut through the greenwashing to provide independent
analysis and education to help our
clients invest Reponsibly and Sustainably
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.
Moneyworks News and Resources
What are you going to do in retirement? How long will that be satisfying?
When we are working with our clients to discuss their retirement planning, a key part of our discussion is ensuring that our clients have planned what they are going to do in retirement. What are youRead moreWhy you should never retire….
The first article we received was in The Economist on 25th Jan 2024. If you have an account with the Economist (you can get a free account where you can read a handful of articles each month), youRead moreYou shouldn’t retire…. My thoughts
I don’t know if it is because Peter and I each have significant birthdays coming up this year, but I feel like I am being bombarded with articles in different media saying ‘don’t retire’.Read moreHuman Skin - created as an alternative to Animal Testing
Just because a company is tagged as a ‘nasty’ for animal testing, does not necessarily mean that they are doing bad in this area. A number of the companies are actually involved in a lot ofRead moreIs your jewellery (and valuable art) insurance worthwhile?
As we get older and more wealthy, we tend to increase our spending in line with our higher income. For some people this may include buying more expensive jewellery or items of art that are quiteRead moreWhat does the weather and natural hazards mean for your house insurance premiums?
Cyclones, Floods, Heatwaves, Fires, Droughts. These are all the side effects of the global climate changes. We have seen the first three in New Zealand during 2023, but we have also seen theRead moreScam warnings - again - but this is important
Nearly $200 million of New Zealanders money was lost to scams in the last year, with a huge rise in the number of investment scams (and these are just the ones that have been reported.) Since 2020Read moreUsing Humans as volunteers for testing instead of Animals
Testing products and drugs on animals has been the main method of testing efficacy and danger for many years (since 500BC in ancient Greece – starting with vivisection and developing intoRead moreSexy investment or an investment scam?
Sexy Investment or Scam? We have recently been assisting one of our intelligent clients to extricate themselves from an investment that looked exciting but turned out to be a scam. (More on thatRead moreMoneyworks Christmas and Holiday hours
Moneyworks Christmas and Holiday HoursMoneyworks will close up at 5pm on Wednesday 20th December 2023 and be back in the office from 9am on Monday January 8th 2024. We hope you all have a sunnyRead moreWe 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
At Moneyworks we can help you with the following financial advice
We help you get to and through retirement, using ethical investment options, by making your money work and sharing our knowledge.
"I have worked with Carey and Moneyworks for many years now. I value very highly the trusted financial advice Carey provides. It is always timely, tuned for my circumstances and profile, and educational. I very much appreciate this relationship, and this includes the learning founded on rock solid, consistently sound guidance."
Richard Murcott - Wellington
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.