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

  • Prepare for Rising Mortgage Interest Rates

    Prepare for Rising Mortgage Interest Rates Inflation is on the rise and this often signals an increase in interest rates. The rate of inflation for the three months ended March, 2017 was 1%, which lifted the annual rate to 2.2% – the highest it has been for about six years. However, much of th…

  • Home Buying Mistakes

    Home Buying Mistakes The fear of missing out is continuing to fuel the property market. Buying in a heated market can lead to impulsive decisions with negative financial consequences. Here are the top five mistakes people make when borrowing money to buy a house: Relying on the lender’s analysis o…

  • Health Insurance for Retirees

    Health Insurance for Retirees Health insurance is a popular product, with around 30% of the population having cover, often through a workplace scheme. However, there is a high cancellation rate amongst retirees due to the big increase in premiums as you get older. After paying premiums for some year…

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:
Subscribe
Investment Clients