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


Six Secrets of Successful Investing

Learn the secrets to successful investing with this free eBook


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.

Read more

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.

Read more

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.

Read more

Latest News

  • A Financial Plan for You

    A Financial Plan for You While most people know what lawyers and accountants do, awareness of the financial planning profession is low. That probably has something to do with the fact that there are very few Certified Financial Planners. They number in the hundreds rather than the thousands. While t…

  • Property Investment Opportunities

    Property Investment Opportunities It would seem the Auckland property market is reaching a plateau. Price increases in the Auckland market have been underpinned by a shortage of properties, high net migration and high investor activity. New conditions to be imposed by the Reserve Bank on 1 November,…

  • A Winning Gift

    A Winning Gift It’s the old stand-by. When you can’t think of something to give a friend or relative on a special occasion, a lottery ticket is a convenient solution. Lottery promoters use special events such as Fathers’ Day, Mothers’ Day, Christmas and other special days to encourage us to…

Apply now

Join or transfer to the AMP KiwiSaver Scheme today

Subscribe to Our Newsletter

Enter your information below to receive all latest news, tips and advice from Moneymax, directly into your inbox.

Mailing List:
Investment Clients