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

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Six Secrets of Successful Investing

Learn the secrets to successful investing with this free eBook

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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

  • Protecting Your Health

    Protecting Your Health Happiness in life comes largely from three sources: relationships with friends and family, good health and having a clear purpose in life. Good health comes about through adequate housing, diet and medical care and statistics show that on average, those with more money have be…

  • KiwiSaver for Kids

    KiwiSaver for Kids Joining KiwiSaver is a sensible decision for most eligible people between the ages of 18 and 65. There are currently around 2.4 million KiwiSaver members of whom around 360,000 (just under 15%) are under the age of 18. Clearly, many parents, or in some cases grandparents, have sig…

  • Home Buyers Beware

    Home Buyers Beware New Zealand has a high rate of home ownership when compared to other countries, although it is falling. More properties are now owned by fewer people and property investors are becoming more influential in the market. Owning property can be a good way to create wealth as the value…

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