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

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

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

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

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

Diversity in Action - Pathfinder

You may have heard a whole lot of talk about DEI - Diversity, Equity and Inclusion. In reality this usually translates into ensuring there are women on boards and in senior management (but notRead more

Artificial Intelligence in action

Klarna is a Swedish payments company set up in 2005 by three students. Using a mobile app, people can 'buy now pay later', with a popular 'pay in 3' instalment plan - where the first instalment is paRead more

The Taylor Swift phenomenon

While Taylor Swift's music is not to our taste particularly, nor are we interested in her love life, she is a financial phenomenon. Here is more information (again, thanks to Alphinity). "TheRead more

The competitive EV market

While most people are aware of Tesla and the mercurial? Elon Musk, the EV that we drive most is the BYD fleet of Mevo, the transport that we use in Wellington. The Chinese BYD vehicles are lower in cRead more

Giving back to our industry - RIAA Conference

In addition to working for our clients to manage their goals, objectives and financial arrangements, the team at Moneyworks do quite a bit of volunteer work. This ranges from work in the community Read more

A Golden Era of Health Care Innovation

This article is adapted from information provided by Capital Group. Capital considers that biopharma is in the midst of a 'third wave' of innovation. Referring the picture above, the first twoRead more

Teeth, Eyes, Ears, Over the Counter Medication, Fitness

As we live longer, and the baby boomers have more wealth, people are shifting their focus to quality of life (particularly in richer economies). McKinsey estimates that more than US$450 billion wasRead 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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