Investing
We cut through the greenwashing to provide independent
analysis and education to help our
clients invest Reponsibly and Sustainably
Our Moneyworks Business Values
Integrity
We do the right thing and have a consistent and uncompromising adherence to strong moral and ethical principles and values. We treat others as we would wish to be treated.
Honesty
We will be clear, factual, truthful, fair and sincere in all our dealings.
Trust
We value your confidence in our ability, judgement and advice and work hard to maintain that relationship.
Genuine
We are authentic. We walk our talk, and let you know the real situation, and say what we mean.
Empathy
We understand our clients' needs and work hard to meet them.
Respect
We treat our clients fairly, considering their feelings, wishes and personal goals and objectives.
Reliability
We do what we say we are going to do and will ensure that we take action for you in a timely manner.
Moneyworks News and Resources
Who is Nvidia?
During 2023 - the stocks that led the markets and the recovery were 'The Magnificent Seven'. Their share values took off, while many other shares languished until around the start of NovemberRead moreAI and the transition to a sustainable economy
One of our fund managers, Impax produces an excellent document at the start of each year outlining the themes that they feel are important for the next investing period (1-10 years). Impax are a fuRead moreMillie is not AI
Moneyworks clients will know who Millie is. Or rather what she is. Since 2018, we have worked with our Robotic Process Automation (RPA) Developer, Saravanan (who lives in Chennai with his wife and Read moreArtificial Intelligence and your investments
There are a few topics that are highlighted as being ‘leading themes’ for investments over the next five to ten years, including renewable energy and artificial intelligence. Artificial IntelligeRead moreDo you use your personal vehicle for business use? It might not be insured…
At Moneyworks, we all own our own vehicles and when we use them for work, we get reimbursed by the company at the IRD rate of mileage. It is a system that has worked well for us. We didn’tRead moreCyclone Gabrielle: Insurance pays out flood-affected family, but their bank won’t release the funds.
This situation is complicated, another Free-To-Read NZ Herald articleRead moreCCTV and Privacy and Insurance
You may know the feeling - you get back to your pristine car in the supermarket carpark to find a ding in it that wasn’t there before. There is no note, no indication of who dented it. If theRead moreNew Zealand Superannuation Rates
When you reach 65 in New Zealand (the current age of eligibility) you are entitled to receive the New Zealand Superannuation income. This is subject to residence requirements: Currently, to get NZRead moreWhy you should never retire….
The first article we received was in The Economist on 25th Jan 2024. If you have an account with the Economist (you can get a free account where you can read a handful of articles each month), youRead moreYou shouldn’t retire…. My thoughts
I don’t know if it is because Peter and I each have significant birthdays coming up this year, but I feel like I am being bombarded with articles in different media saying ‘don’t retire’.Read moreWe don't just talk the talk, we walk the walk!
We value our relationships with our clients and key suppliers and our role in the community. We have a focus on contributing back to our community as well as doing what we recommend to our clients.
All Moneyworks team members have financial plans in place, incorporating our goals and objectives, KiwiSaver, investment plans along with portfolios and insurance.
All Moneyworks advisers are members and Certified Financial Advisers of Responsible Investment Association Australasia.
At Moneyworks we employ an in-house Wellness Coach to help keep us fit, healthy and have a balanced lifestyle.
Our Community Involvement
At Moneyworks we can help you with the following financial advice
We help you get to and through retirement, using ethical investment options, by making your money work and sharing our knowledge.
"I have worked with Carey and Moneyworks for many years now. I value very highly the trusted financial advice Carey provides. It is always timely, tuned for my circumstances and profile, and educational. I very much appreciate this relationship, and this includes the learning founded on rock solid, consistently sound guidance."
Richard Murcott - Wellington
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.