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

Trump, Tariffs, Nobel Peace Prize

On 19th February 2025, we attended our annual Portfolio Construction Summit. This is our one day 'get the year off to a hiss and roar' conference, where there are fantastic speakers talking aboutRead more

Podcasts to help understand the investment environment

The world is changing continually and investments and investment strategies need to adapt to these changes. With the significant change in US politics as the result of the 2024 US election and theRead more

Unpacking the Nasdaq Composite

The Nasdaq Composite is one of the most recognised names in the investment world, often making headlines alongside the Dow Jones Industrial Average and S&P 500. But what exactly is the NasdaqRead more

The new Scam 'Stealing Unlocked Smartphones'

For many years now, we have all known to have a PIN to lock our smartphones so that the data (and our money) doesn't get stolen. With modern phones, there are biometric protections - where you useRead more

CyberSecurity from CertNZ - Robust Routers

Your router (the thing that sends you your wifi) is a potentially easy way for hackers and bots to get into your systems. Everything from your computers, to your TV to your garage doors - if they aRead more

S&P 500 index - the key indicator of market moves

Last month we wrote an article about the Dow Jones Index - the DJIA and why it isn't a reliable measure of what might be happening with your investments. Although it has been operating since theRead more

Sustainable investing snippets - thanks to Nanuk New World

In 2024 we carried out an audit of all the information that we receive from our fund managers, grading it from 'don't bother, not worth it', to 'this is fantastic, everyone has to consume this whenRead more

Moneyworks 2024 Christmas Function - Puzzle Solving

A key part of our work as financial planners and ethical investments advisers is puzzle solving. We all really enjoy solving puzzles like - how much do our clients need to have a financiallyRead more

Scams are big business now

In February 2025, The Economist is starting a new podcast series about a global scam that managed to scam $47 million US from the CEO of a midwest American Bank. It requires a subscription (whichRead more

Gradual Damage and house insurance payments

A short video from the Insurance and Financial Services Ombudsman clarifying that gradual damage is not usually a claim under your house insurance cover.Read more

FIF - Overseas Income Tax Alert

Are you up-to-date with your FIF (Overseas Tax) obligations? A recent article in the financial media highlighted the low compliance rate with the Foreign Investment Fund (FIF) rules, with a taxRead more

The Dow Jones Industrial Average - how does it work and why does that matter?

The DJIA (the Dow Jones Industrial Average) has been the 'go to' indicator of how markets operate since the 1800's for investors. But until we read an article from Alphinity recently, we didn'tRead 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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