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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

  • Two Questions Every Retiree Must Ask

    With a bit of luck and hard work, you will arrive at retirement with a pot of money to supplement your income from NZ Superannuation and allow you to live comfortably. The problem is, so many uncertainties lie ahead. How long will you live? How much money will you need? What will your investment ret…

  • Investing Without Emotion

    Emotions and investment are best kept apart. Put them together and you have the ingredients of a disappointing investment outcome, if not a failure. The best investment decision is one which is based on thorough financial analysis using well founded assumptions about the future. There are some inves…

  • Saving for Your Children’s Education

    It is natural for parents to want to give their children a good start in life, and often parents will have a financial goal of saving for their children’s education. There are two key questions to be asked: Is it a good idea to save for your children’s education? There are many ways you can […

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