We help you get to and through retirement by investing ethically.

Our Ethical Practice

Investing

We cut through the greenwashing to provide independent
analysis and education to help our
clients invest Responsibly and Sustainably

Investment Principles and Information

Ethical Investing - How it Works

Moneyworks Investment Philosophy

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

More than 50,000 property investors making losses

This is the headline from an October 2024 RNZ article - 'More than 50,000 property investors makingRead more

Fund Manager Profile - Stewart Investors

Each year at our Annual Review meetings with our clients, we are telling them about a different fund manager and how they work. The goal with this project is to illustrate the different methods,Read more

What might a Trump Government mean for your investments?

“Trump considers the stock-market to be his measure of his job performance” This quote stuck with me from the Capital Group webinar on Friday last week. The ‘sugar-rush’ of the markets siRead more

Du Val shows us the importance of regulation and personal advice

There has been quite a bit of publicity about the Du Val group investment issues. We have had discussions with prospective clients about Du Val and how and why we would not have recommended thisRead more

Annual Fund Managers project

The diagram above shows all the things that we do behind the scenes in relation to investments for our clients. One of the unique things that we do is our annual Fund Manager Project. We have beenRead more

Dr Pippa's futuristic visions

One of our favourite speakers at the Portfolio Construction conferences that we attend at least annually and often twice a year is Dr PippaRead more

UPDATE - Sexy investment or Scam

You may recall that in January 2024, I wrote an article about an investment that a client made (deliberately choosing not to ask our advice as they knew we would say NO). Here is a link to thatRead more

Quarterly Stock Intersections

The diagram above shows all the things that we do behind the scenes in relation to investments for our clients. The quarterly stock intersections process is an important part of our due diligence andRead more

Leading the Charge Against Modern Slavery: A Case Study on Nike

Written by AI (Test version of Google Notebook LM). In my ongoing mission to help you invest responsibly, I often talk about modern slavery and its presence in global supply chains. As we'veRead more

Six future food trends and investment opportunities - Capital Group

The world's population is expected to reach nearly 10 billion by 2050 (8.178 billion now), and it is estimated that this will create a 56% food gap in calories produced versus those required. TheRead more

IRD 'cracking the whip' on platform share-traders

This blog article is based on two articles written by David Chaplin for Business Desk and also for Investment News (our Monday summary of all things investment in New Zealand). IRD have issued aRead more

Travel Insurance - Yes it really is a good idea

A recent survey of 3,000 New Zealanders planning on travelling overseas (or who have recently travelled) indicates that 33% have either never had travel insurance cover, or only take out coverRead more

We 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 Ethical Financial Advisers of Responsible Investment Association Australasia

Our Community Involvement

Moneyworks are proud to be involved with Responsible Investment Association Australasia

Moneyworks are proud to be involved with Mindfull Money

Moneyworks are proud to be involved with Cambridge Cricket

Moneyworks are proud to be involved with Cambridge Lifeskills

Find out more about our Community Involvement

At Moneyworks we can help you with the following financial advice

About Moneyworks

Planning 40-65

Planning before 40

Planning after 65

Financial Advice

9 Steps to Financial Success

We help you get to and through retirement, using ethical investment options, by making your money work and sharing our knowledge.

Contact us to find out more

"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

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Regulatory Information: Moneyworks is a Licensed Financial Advice Provider (FSP15281), and AML Reporting Entity and is supervised by the Financial Markets Authority.

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