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Our investment committee is made up of all three of our advisers, Carey Church, Peter Church and Paul Swarbrick. Both Carey and Peter have had extensive experience as part of investment committees and Paul brings commercial finance experience and 10+ years as an adviser to the committee.
We meet as required, but a minimum of twice a year.
For example, from August to December 2022 we undertook an in-depth analysis of each fund manager recommended using the Internal Stock Intersections Analysis. This resulted in some changes to our model portfolios.
We meet after major investment conferences and major events and as required to review our strategy, macro views and model portfolios.
We also meet with our Administration Manager for monthly Business Meetings and an annual internal Audit Meeting, and there are often investment related topics discussed in those meetings.
Moneyworks NZ LtdP: 0800 225 621E: email@example.comP 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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