Working with doctors over the long term
Most of our doctor clients come to us mid-career or later, when the focus shifts from accumulation to decision-making.
This video explains how we work with doctors, the types of issues we help with, and why we believe financial planning is most valuable when it supports life choices - not just numbers.
This is our dedicated resources space for doctors.
What you'll find here
This space brings together information and discussions we’ve developed specifically for doctors in mid to later career.
Some people use it occasionally, others return to it over time. There’s no expectation that you read or watch everything — it’s here when it’s useful.
Articles and Insights
We publish practical articles exploring retirement, KiwiSaver, investment structure and the financial decisions that tend to matter most later in a medical career.
Specialist resources
Some doctors have superannuation or investment arrangements that are less straightforward - for example older New Zealand schemes or overseas plans.
We’ve set out background information on these areas to help make sense of them and to highlight where advice is often helpful.
Prefer to talk it through?
If you’d like personalised guidance, you can book a one-off 30-minute financial clarity session.
Bring one question — investment, KiwiSaver, retirement or structure — and we’ll give you clear, practical direction.
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.