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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

  • Choosing When to Spend

    Choosing When to Spend There is nothing wrong with spending money. In fact money has no value unless it is spent. As they say, you can’t take it with you, so if you don’t spend your money during your lifetime, then someone else (the beneficiaries of your estate) will get the pleasure of spending…

  • Investing for Children

    Investing for Children Parent and grandparents often want to set aside funds for their young children so they can be used to help further their later education or for some other worthwhile purpose. Here are some useful tips on how to do it in the best possible way. First, consider the investment tim…

  • Hammer Your Financial Commitments

    Hammer Your Financial Commitments It’s hard to save when there is a never-ending stream of bills to pay. One way to get sorted financially is to look closely and what your financial commitments are. Keeping your financial commitments to others well and truly under the hammer means more money for y…

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