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

ebook-clear

Six Secrets of Successful Investing

Learn the secrets to successful investing with this free eBook

finance-logo

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-logo

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
invest-logo

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

  • Borrow with Caution

    Borrow with Caution When interest rates are low and property prices are rising rapidly, it is tempting to borrow more. There is a huge psychological effect on property owners when house values rise. They feel wealthier, and more confident. This can lead them to spend more or take on risky ventures a…

  • Annuities for Retirement Income

    Annuities for Retirement Income Retirement is something to look forward to – a new way of being, and lots of new experiences ahead. However, there is one big concern, and that is making sure there is enough money to provide a comfortable lifestyle until the end of life. Accumulating money in KiwiS…

  • Time to Review Your Tax

    Time to Review Your Tax The beginning of the new tax year is a reminder to check that your investments are being taxed at the correct rate. You can check the tax rates that apply to you online at www.ird.govt.nz. The Resident Withholding Tax (RWT) rate used for income-producing investments should be…

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