Moneyworks Advisors

What you can expect from your Moneyworks financial adviser

  • Peace of mind from your financial advice
  • Confidence that your financial adviser is putting your interests first
  • Transparency about how your financial adviser works, about where your money is invested
  • Fee for service charging basis for financial advice
  • No hidden commissions related to the financial advice, everything is clearly declared.
  • Regular communication about what is happening in the world environment and how that relates to you and your situation.
  • Consideration of ESG (Environmental, Social & Governance) factors in your investment strategy if this is important to you.  
  • Consideration of Ethical Investing, Responsible Investing and Sustainable Investing in your investment strategy if this is important to you.

Moneyworks guides you to make the appropriate choices and provides solutions that maximise the probability of you achieving your financial goals, while continually reviewing your ‘safe versus risk’ balance.

Where are your Moneyworks financial advisers based?

Moneyworks has clients who live in locations all over New Zealand.  However, our main office is in Cambridge, Waikato.  We enjoy working with our clients and people that they refer us to in Wellington, Christchurch, Invercargill, Queenstown and Auckland, but most of our new clients are based in the Waikato in the following locations:

  • Cambridge
  • Hamilton
  • Matamata
  • Morrinsville
  • Te Awamutu

What services do your Moneyworks financial advisers provide?

Moneyworks financial advisers specialise in providing holistic financial planning advice to our clients. 

This advice is based our an extensive financial plan looking at all elements of your financial planning including, KiwiSaver, Investments, Insurances, CashFlow Management, Debt Management and Mortgage management, Asset Management, Estate Planning and Goal setting.

However, depending on your stage of life – you might only require a limited financial advice service from us.  

This could be one or more of the following financial services:

  • Investment Advice
  • KiwiSaver Advice
  • Insurance Advice
  • Mortgage Advice
  • Financial Planning Advice

Moneyworks provides you with:

  1. The framework for thinking about your financial goals, and making those big decisions.
  2. Full financial planning advice, including investment advice, insurance advice and KiwiSaver advice  all within the structure of achieving your goals.
  3. A fully comprehensive annual review of all aspects of your financial planning, to make sure that you are on track to achieve those goals.
  4. The innovative investment decision making approach balancing ‘safe versus risky’ investments.
  5. Access to leading edge investment research and monitoring your investments with an aim of getting your investment tax situation right.
  6. Education to ensure that you understand how all the aspects of your financial planning works.
  7. Consideration of ESG (Environmental, Social & Governance) factors in your investment strategy if this is important to you.  
  8. Consideration of Ethical Investing, Responsible Investing and Sustainable Investing in your investment strategy if this is important to you.

Our clients and employees of leading New Zealand organisations have been benefiting from Moneyworks’ expert financial advice services since 1997. 

To find out more, call us on 0800 225 621 or email:

Carey Church – contact@moneyworks.co.nz
Peter Church – contact@moneyworks.co.nz
Paul Swarbrick – contact@moneyworks.co.nz
Our disclosure documents are available by emailing us on money@moneyworks.co.nz

 

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