RIAA Certified Ethical Financial Adviser Business
Independent certification of how we define, assess, and deliver ethical investment advice.
What this means for Moneyworks
All three Moneyworks advisers are individually certified by the Responsible Investment Association Australasia (RIAA) as Ethical Financial Advisers.
In 2022, Moneyworks was also certified at a business level, making us only the second advice firm in New Zealand to receive this recognition at the time.
Business certification goes beyond individual knowledge. It assesses how ethical considerations are embedded across our advice process, investment research, portfolio construction, client communication and governance.
For clients, this provides independent assurance that ethical investing is not an add-on or preference, but a structured and consistently applied part of how we work.
About RIAA certification
The Responsible Investment Association Australasia (RIAA) is the leading industry body promoting responsible, ethical and impact investing across Australia and New Zealand.
RIAA certification is evidence-based and independently assessed. It sets clear standards for how advisers and businesses define ethical investment, assess products and managers, and communicate with clients.
RIAA represents a broad membership across the investment and advice sector and plays an active role in industry education, standards development, and policy engagement.
Further information on RIAA and its certification programme can be found here: https://responsibleinvestment.org/ri-certification/.
Moneyworks NZ Ltd
P: 0800 225 621
E: contact@moneyworks.co.nz
7c Hall Street, Cambridge 3434
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.