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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

  • Migrating Pensioners

    Migrating Pensioners There is an interesting trend developing amongst retirees; they are increasingly on the move internationally, not only for holidays but to live overseas permanently or for extended periods. Better health and increased longevity for retirees are factors in this trend, as well as…

  • When to See a Financial Planner

    When to See a Financial Planner It’s not hard to know when it’s time to call a plumber or a painter, or to make an appointment with your doctor or dentist. But when should you see a financial planner? Many people hesitate over this question because they don’t understand what financial planners…

  • The Sandwich Generation

    The Sandwich Generation The changing nature of families is putting real pressure on middle aged adults who are having to support more than one generation. These are the members of the so-called sandwich generation. Increased longevity means that retirees are more likely to run out of money before th…

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