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

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Six Secrets of Successful Investing

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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

  • Before You Lose Your Marbles

    Before You Lose Your Marbles Dementia is one of the things most feared about aging, even though it has a relatively small incidence. While it is far more likely that you will not suffer from dementia later in life, it pays to be prepared. When it comes to taking care of your financial affairs, a [&#…

  • The Price of Ignorance is Low Returns

    The Price of Ignorance is Low Returns A recent survey conducted by Colmar Brunton for the Financial Markets Authority shows that many New Zealanders do not understand investment risk. The survey results paint a picture of investors who show a reasonably good understanding of more conservative invest…

  • Structure Your Mortgage

    Structure Your Mortgage Buying a house is a lengthy, stressful process. Just when you think it is all over, and before funds are released to your solicitor, your lender will ask how you want to structure your mortgage. You will no doubt have had little time to consider this and yet the structure of…

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