Walking
the Talk

Wellness Coaching

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.

Questions about your KiwiSaver and Insurance under the Covid-19 environment?

Insurance policies All of the insurers that we work with and that our clients have insurance in place with (Life, Trauma, Income Protection/Mortgage Repayment and Health/Medical insurance) haveRead more

It is time in the market - NOT timing the market - the role of Finology in investing

It is tempting to stop making regular investments into markets when there is volatility and you hear the media pronouncing that the markets have 'crashed', 'plummeted', 'plunged', or even when theyRead more

Investment Markets and Recent Fluctuations

You will have heard comments in the media recently that the stock-markets have ‘had their worst day since the Global Financial Crisis in 2008’.  You may have noticed that your KiwiSaver andRead more

Warning to DIY investors investing in foreign investments

New Zealand is a nation of Do It Yourselfers.  From the queues at Mitre 10 and Bunnings, to people managing their own investments because they can do it better than a professional. Although we DIY Read more

Fast fashion and the impact on the environment

As our society becomes more socially aware, it is becoming clear that 'fast fashion' is a major contributor to not only landfill, but also as an intensive user of resources. As many of you will recaRead more

Building or Renovation insurance - who is responsible?

Is it you or is it me? Who covers what when it comes to renovating or building? Is it the Owner or the Builder? This is a question that is often raised late in the piece when considering buildingRead more

Airbnb Tax Crackdown

The shared use economy has seen a plethora of homes turned into Airbnb’s and of vehicles turned into ‘uber’ taxis.  While this has changed the way that many people travel, a number of the owneRead more

Dart Throwing Monkeys - can they do better than active investment managers?

In December 2019, Kiwi Wealth released a research report analyzing the actual returns of tracking ‘passive’ investment funds, versus random ‘dart throwing monkeys’ versus ‘active’Read more

The Sky City Fire - who will pay the bill?

The Deconstruction of a Fire At 1:15pm, Tuesday 22nd October a fire broke out on the roof of the New Zealand International Convention Centre in Auckland. Close to 100  construction workers were onRead more

Rental income - new ring-fencing rules

The rules for reporting rental income have changed from the 2019-2020 income year.  This means that you can’t offset losses on your rental properties against other income and new rules apply toRead more

Enduring Power of Attorney - why you need to put them in place

These documents are often associated with ‘old’ people, who are losing their mental capacity.  And yes, we agree, having Enduring Powers of Attorney in place are very important at that stage ofRead more

Using an adviser adds more than 5% to a client's portfolio

Research recently carried out in New Zealand by Russell Investments, recently confirmed the findings in the USA and Australia, that using an adviser can add 5.2% pa to a clients portfolio returns.Read more
 

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