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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 Investment Advice

    One of the barriers to people working with a financial adviser is knowing who to talk to. The relationship between an adviser and a client is founded on trust and it takes time to develop. There is an element of risk in putting your trust in someone when you don’t them that well, but there [……

  • Spending the Kids’ Inheritance

    Successive generations always seem to be better off than the last. Our parents had a better standard of living than their parents and our children seem set to have a much more than we ever had. For that reason, most retirees don’t seem very concerned at all about leaving an inheritance. However, d…

  • Starting Out as a Share Investor

    Investing in shares is becoming a popular option with young people keen to get ahead. It’s much easier than investing in property. The entry cost is much lower (you can literally start with just a few dollars), you don’t have to borrow money to invest, there are no rules and regulations to restr…

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