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

  • Why Renters Need a Long Term Plan

    Why Renters Need a Long Term Plan The rate of home ownership in New Zealand is falling. Just under 65% of households owned their own home at the time of the last census in 2013, and this is the lowest it has been since 1951. The rapid increase in property prices since 2013 has no […]…

  • Avoid Costly Property Investment Mistakes

    Avoid Costly Property Investment Mistakes The property market is on fire. The high rate of increase in property prices makes property an attractive investment option in the light of low bank term deposit rates and the current volatility of the share market. Investors are using the increased value of…

  • 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…

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