Investing
We cut through the greenwashing to provide independent
analysis and education to help our
clients invest Responsibly 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
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 moreAnnual 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 moreDr 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 moreUPDATE - 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 moreQuarterly 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 moreLeading 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 moreSix 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 moreIRD '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 moreTravel 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 moreDiversity 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 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 Ethical Financial Advisers of Responsible Investment Association Australasia
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.