Financial Planning for Life After Work
We work alongside professionals
to get you to and through retirement, ethically
Independent recognition matters to us
Our approach to financial planning and ethical investing has been recognised by independent organisations committed to transparency and responsible advice.
Winner Mindful Money Awards - 2023, 2024, 2025 and 2026
Who we work with
We work with professionals and couples, including managers, scientists, doctors, engineers, public servants, IT specialists and other analytical thinkers, who value expert guidance and thoughtful decision-making.
Many of our clients have paid off their mortgage and are focused on how their savings and investments can support the life they want, both as they approach retirement and once they are living it.
How we help
We provide thoughtful financial planning for life after work - bringing together investment strategy, retirement planning, and ongoing advice in a way that’s clear, ethical, and grounded.
Financial Planning
Understanding your position, clarifying priorities, and creating a plan that brings everything together
Retirement and Investment Planning
Structuring and managing investments to support income, flexibility and peace of mind
Ongoing Advice and Review
Staying alongside you as life changes, markets move and decisions evolve
How we work
We start by understanding you
We take the time to understand your goals, priorities, constraints, and what matters most to you.
We create and implement a clear plan
Bringing together financial planning, retirement strategy, and investments into a coherent whole.
We review and adapt over time
Staying alongside you as life changes, markets move, and decisions evolve.
We’re a small, experienced team of financial planning professionals who work closely together to support our clients over the long term, particularly as they move into and through retirement
Carey - Managing Director, Financial Planner and Ethical Investment Adviser
Paul - Financial Planner and Ethical Investment Adviser
Peter - Financial Planner and Ethical Investment Adviser
What guides our work
Ethical investing and financial planning means different things to different people. We work with our clients to understand what matters to them and reflect that in their financial planning and investment decisions.
Integrity
Honesty
Trust
Respect
.
Planning before 40
Planning 40-65
Planning after 65
9 Steps to Financial Planning
Insights and Resources
We regularly publish articles and commentary on investing, retirement, risk, and financial decision-making.
Our Community Involvement
"I have worked with Moneyworks for many years and value the trusted financial advice they provide. Their advice is always timely, tailored to my circumstances, and educational. I value the relationship and the consistently sound guidance that underpins it."
Richard Murcott - Wellington
Moneyworks NZ Ltd
P: 0800 225 621
E: contact@moneyworks.co.nz
7c Hall Street, Cambridge 3434
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.