As well as getting our clients to and through retirement, it is important to us that we are fit and healthy and able to enjoy the perks of a long fulfilling work life.
While we are not likely to retire at the age of 65 - and Carey intends to work as long as she is mentally able to, we want to make sure that we are fit and healthy into our old age. We also need to be fit and healthy to enjoy all our overseas travel that we regularly undertake.
Sally Mellor is our in-house Wellness Coach, who works with each of our team members (and some of our clients), to keep us fit, healthy and as balanced as possible. Sally is available to work with our corporate clients and our Membership Fee clients at subsidised rates, on your wellness and fitness programmes.
Investing, Saving and Insuring ourselves for our future
All Moneyworks team members (apart from Millie our moneybot), have financial plans in place, which incorporate our goals and objectives, KiwiSaver, investment plans and portfolios and insurance where it is available for us.
When we are researching an investment for our clients, where possible we will test it out in our own portfolios before coming to a final recommendation to add (or not add) the investment to our clients portfolios.
Our golden rule is 'do unto others as you would have them do unto you' and we place the values of trust, integrity and honesty very highly when inviting people to become a member of our team.