Financial Planners in Wellington -

Maximise your personal net worth over time to meet your unique lifestyle requirements

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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

  • Tips for a Fresh Start for the New Year

    New Year’s resolutions are pretty universal for people in the developed world. Losing weight, and getting in good shape physically and financially are top of the list of goals. But as most of us know, setting goals and achieving them are two different things. The key to making things happen is to…

  • Are your Kids Waiting for you to Die?

    Guest post by Karen Piercy Mum visits New Zealand from the UK every year and usually pays for something large in our household before she leaves. The first year was a woodburner because the chimney sweep refused to certify the existing one in our old villa. Another year, a new washing machine, a fro…

  • Turn Volatility into Opportunity

    KiwiSavers and investors are bemoaning the fall in value of their investments. Over the last few months, investment returns for balanced and growth portfolios have been negative, causing many to rethink their feelings about risk and return. It’s all very well to be an aggressive, risk-taking inves…

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