Moneyworks NZ Ltd was established in February 1997 to provide full financial advice to our clients. This means that we help people work out what their financial goals are (retirement is usually the main goal), then work out what they need to do to get there.
We review our clients existing financial solutions, including insurances, KiwiSaver and their investments, and report on whether these solutions will work for them to achieve their goals. Where relevant we then recommend alternatives.
Many of the clients that we prepare a full financial plan for choose to work with us each year as 'Membership Fee' clients. We then meet every year and do a full review of their financial situation and how they are tracking towards their goals. As our clients get closer to their goals, their financial solutions change and adapt to where they are at then.
We also do a project each year at that annual review to ensure that our clients are fully covered against all eventualities, this could include making sure that they are well set up against cyber risk, have wills and enduring powers of attorney in place, that they understand the in's and out's of retirement villages and rest homes and rest home subsidies, or reviewing their fire and general insurance arrangements.
We have a small team, based around Cambridge and Auckland, and use technology to ensure that we deliver the best quality service available to our clients. We have an Administrator Extraordinaire, Millie, who is our moneybot (our inhouse robot), who carries out a lot of day to day administrative tasks, letting us get on with working with our clients, and ensuring that our education is up to date.
Moneyworks provides Financial Education seminars for workplaces, and this education is continued with our monthly email newsletters. We also walk the talk - and have an inhouse Wellness Coach for our team.