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

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Six Secrets of Successful Investing

Learn the secrets to successful investing with this free eBook

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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

  • Investment Risk

    Investment Risk The definition of investment risk is not the probability of losing money, but the probability that the investment outcome will not be what you expect. Risk therefore includes volatility as well as loss. Psychologists have shown that investors put more weight on the pain associated wi…

  • Why Women Need to Plan

    Why Women Need to Plan For various reasons, women face a higher level of financial risk during their lifetime than men. There are differences between men and women with regard to lifespan, lifestyles, income and attitudes which can have a negative effect on a woman’s financial position. Women live…

  • Currency Risk for Investors

    Currency Risk for Investors Investing offshore helps to spread risk because not all markets around the world move in the same direction at the same time. Diversification between markets offers the opportunity to reduce risk and improve return, however along with this opportunity comes the risk assoc…

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