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

  • Good Things Take Time

    Good Things Take Time There is an inextricable link between time and money. Accountants and economists talk about ‘the time value of money’. Investors talk about ‘time in the market’ and contemplate the value of compound interest over time. Time is a key ingredient in reducing investment ris…

  • The Three Most Important Financial Concepts

    The Three Most Important Financial Concepts According to wealth guru Robert Kyosaki, there are three important financial concepts which, if you understand them, will greatly increase your prospects for building wealth. These three concepts are assets, liabilities and cashflow. They are inter-related…

  • Get on Track for 2015

    Get on Track for 2015 A new year, a new start and new goals to achieve. How nice it would be if we could start the year with a clean slate; no debts and a few dollars in the bank. If your finances have got out of hand with all the craziness of the holiday […]…

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