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

  • Match Your Investment Strategy to Your Time Frame

    We’ve had a good run in share markets since the Global Financial Crisis (GFC) of 2008. Initially this growth was underpinned by central banks engaging in quantitative easing – otherwise known as ‘printing money’. Central banks released funds into circulation through purchasing securities as…

  • The PYF Principle for Growing Wealth

    There are two golden rules for creating wealth that stand out above all others. The first, and most important, is to Spend Less Than You Earn. The second is to Pay Yourself First (PYF). Under the PYF principle, you give yourself top priority when it comes to deciding how to spend your income. Pay Yo…

  • The Importance of Cash

    The word ‘cash’ has a very different meaning now than it did a few decades ago but it is still a vital part of a financial plan. Cash provides liquidity; that is, money when you need it. Liquidity can take many different forms. It can be notes and coin, bank deposits, credit – such as [……

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