Maximise your personal net worth over time to meet your unique lifestyle requirements

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Six Secrets of Successful Investing

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Financial Advice

We can review your existing portfolio, provide investment advice, or answer general queries about financial matters. If requested, we can provide professional, personalised advice on all aspects of wealth creation, wealth management and wealth protection.

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Wealth Creation

Research shows that people who don’t have a clear goal in mind when they save are more likely to withdraw their savings rather than letting them accumulate. Moneymax can help identify ways of saving, investing and systemising your money management.

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Investment Management

We can recommend investments for you to look after yourself or a portfolio that we can manage for you. In recommending investments we consider your goals, your current situation and your attitudes towards money and risk.

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Latest News

  • Advice for Elderly Parents

    Advice for Elderly Parents There comes a time when our elderly parents, who we thought were capable of doing anything and everything, need our help to manage their affairs. As we get older, it becomes harder for our brains to process information. Filling out forms becomes a nightmare, and understand…

  • Prepare for Working Less

    Prepare for Working Less While most of us say we can’t wait for retirement to be able to do all the things we’ve always wanted to do, the problem is how to fill in the thirty years or so after retirement. For some people, the prospect of giving up work creates a fear of loss […]…

  • Peer-to-Peer Lending is Here

    Peer-to-Peer Lending is Here The core business of a bank is to gather up funds from investors to lend to borrowers. By charging borrowers a higher rate of interest than is paid to investors, the bank makes a margin which covers its costs and provides a healthy profit for its shareholders. The concep…

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