Moneyworks Team
Ethical Investments Adviser, Financial Planner, Financial Adviser and Managing Director
Carey is an experienced Ethical Investments Adviser and Financial Planner, CFP and CLU, with an LLB (Hons-1st) and a BSc.
She is passionate about working with people to achieve their goals and dreams. She is also passionate about ethical investing. Having worked closely with clients since 1997, she has seen a number of clients successfully retire, and others where the insurance solutions that they implemented have worked successfully to protect them against illness and unexpected death.
Carey has engaged in ongoing professional development throughout her career, to ensure that her knowledge is as up to date as possible, to assist her clients. Carey has completed her LLB (Hons-1st) in 2022. This study assisted her in understanding the world that we operate in, and also in keeping up to date with the increasing compliance and regulatory requirements for financial planning firms in New Zealand.
Carey completed her United Nations Principles for Responsible Investment (UNPRI) Applied Responsible Investment Certificate in 2021 and is a Responsible Investment Association of Australasia Certified Financial Adviser.
As an experienced seminar presenter, it is important to Carey that she keeps up to date with all issues relating to financial planning and to liaise closely with Peter (Investment Research Manager) and Paul (Investment Research Associate) in the business.
As well as working with her clients and presenting seminars, Carey is the Managing Director of Moneyworks NZ Ltd. This involves running the business, ensuring all regulatory and compliance requirements are fulfilled and preparing the regular email client newsletters and the annual review documentation for our membership fee clients.
Carey and Peter have recently completed the build of their dream home in Cambridge and have relocated from Turangi to Cambridge in late 2016. As well as indulging in her passions for gardening, cooking and various types of exercise, Carey joins Peter on overseas cycling holidays – usually self guided and from time to time, self supported.
Community and Ethical passions.
Carey established and ran the Rotary Cambridge Garden Festival fundraising event from 2018-2022. She set up U3A Cambridge in conjunction with two other people in 2022, to bring the opportunity for ongoing learning to Cambridge people.
Previous community involvements have included belonging to Rotary Cambridge for six years, Rotaract in Cambridge and Adelaide in the 1980's, Rotary in Auckland in the 1990's and being a Trustee of the South Pacific Bone Marrow Transplant Unit Charitable Trust - working to build the transplant unit at Auckland Hospital in the mid 1990's. She also set up a women's networking group in Turangi in the early 2000's.
Carey has been passionate about how people are treated (particularly in the workplace and as customers) for decades, which is reflected in the values that have seen Moneyworks achieve B Corp status in 2022.
Carey’s registration number is FSP 86101 and Moneyworks is a member of the Insurance and Financial Services Ombudsman Disputes Resolution Scheme.
Ethical Investments Adviser, Financial Planner, Financial Adviser and Investment Research Manager
Peter is an experienced Financial Planner and an Ethical Investment Adviser and CFP. After beginning a career in accountancy and getting half way through a Bachelor in Business Studies, Peter chose to pursue a lifestyle career as a professional fly fishing guide.
Over the next twenty years, Peter established a worldwide reputation as a leading fly-fishing guide. During this time he worked with international, self-made businesspeople, successful CEOs and Corporate Managers.
This gave him a strong appreciation of the value of prudent money management, protection and the results of setting and achieving goals. While still guiding, in 1997 he established Moneyworks with his wife Carey. Peter was heavily involved in the strategic direction and management of Moneyworks, becoming Research Manager in 1998, learning about relevant issues relating to financial products and the industry in general. Peter completed the Waikato University Post Graduate Diploma in Financial Planning in 2006.
In addition to his passion in helping his clients achieve their goals and dreams, Peter leads the investment research function of Moneyworks. Peter was a participant of an external investment committee from 2009-2015 and has incorporated that experience into leading the internal Moneyworks investment committee.
He undertakes extensive and ongoing research into the investment solutions offered to our clients, and into the international economic and financial environment.
Peter completed his United Nations Principles for Responsible Investment (UNPRI) Applied Responsible Investment Certificate in 2021 and is a Responsible Investment Association of Australasia Certified Financial Adviser.
Peter brings a strong client service ethic, an enquiring mind and a love of working with people to his roles of Financial Planner and Ethical Investment Adviser. Peter is also passionate about educating clients and assisting them in understanding the financial issues facing them.
Carey and Peter have recently completed the build of their dream home in Cambridge and have relocated from Turangi to Cambridge in late 2016. As well as indulging in his passions for fishing,(helping Carey with gardening chores), playing cricket with the 'ancients' and various types of exercise, Peter joins Carey on overseas cycling holidays – usually self guided and self supported.
Community Service and Ethical passions
Peter is the Secretary and Treasurer of Cambridge Cricket, which he carries out along with other volunteer work in the Cambridge Community. Reflecting his passion for the environment, Peter has been involved in several working groups looking at the environmental impact of changes to fishing and environmental regulations.
Peter’s registration number is FSP 86201. Moneyworks is a member of the Insurance and Financial Services Ombudsman Disputes Resolution Scheme.
Ethical Investments Adviser, Financial Planner, Financial Adviser and Investment Research Associate
Paul is an Ethical Investments Adviser and a Financial Planner. He works with Moneyworks Membership Fee clients to help them achieve their ethical investing and financial planning goals, including looking at their investments, KiwiSaver, cashflow planning and retirement savings arrangements as well as with some other clients to help them ensure that their insurances, and investment options are appropriate for them.
Paul joined Moneyworks in 2012 from a long career in banking, finance and commercial financing. During this time he assisted many clients to arrange finance for their homes and projects and had a stint in Papua New Guinea in Sales Management.
Paul has worked with insurance clients for 14 years prior to joining Moneyworks and provides us with his valuable knowledge of the new and innovative insurance solutions available in the New Zealand market and with Membership Fee Clients for the last ten years.
Paul completed his United Nations Principles for Responsible Investment (UNPRI) Applied Responsible Investment Certificate in 2021 and is a Responsible Investment Association of Australasia Certified Financial Adviser.
Paul has recently relocated to Cambridge from Auckland. His daughter Grace and grand-children - Mia and Wyatt - live in Auckland. His elder daughter Chloe has completed a BA and a Law Degree (LLB) at Auckland and is now a Member of Parliament.
Apart from spending time with his daughters and grand-children, Paul spends time trying to improve his golf handicap.
Paul’s registration number is FSP 410766. Moneyworks is a member of the Insurance and Financial Services Ombudsman Disputes Resolution Scheme.
Millie Moneybot
Administrator Extraordinaire
Millie is Moneyworks in-house robot. We began the process of developing Millie in 2018, using Robotic Process Automation, to get consistency for our Annual Review process and documentation.
Little did we know then, that by 2024 we have managed to automate so many things in our business, to the extent that we don't need an Administration Manager any longer.
Having Millie in our business has also enabled us to develop a number of data analysis processes to assist us with understand our clients investments, which would be incredibly time consuming if done by a human.
We are fortunate to have a dedicated developer who has been working with us, based in Chennai, India, since 2018. While Saravanan is a contractor, he is a key part of our business, helping us to make sure that Millie can handle the changes in websites from our suppliers, and to enable us to automate things that we never thought would be possible.
While Millie is pretty clever - she can only do what a human could do and is NOT Artificial Intelligence (AI). She also can't read your emails if you email her, so we we check her emails regularly to make sure that we answer emails from humans.
Moneyworks NZ Ltd
P: 0800 225 621
E: contact@moneyworks.co.nz
P 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.