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

  • Overindulging in Debt

    The festive season is a time of overindulgence in all things good. It’s the one time of the year when it’s OK to loosen up on self-discipline and let go of diets, fitness regimes and frugality. Overindulgence doesn’t come without side effects, however. Tucking into a massive meal of rich food…

  • Resisting the Retailers

    Kiwis love buying things on special and the push from retailers is making it even more difficult for us all to resist the temptation to spend. Black Friday, which originated as an American tradition on the day after Thanksgiving, has now found its way to New Zealand. No doubt the rise of online shop…

  • How Your Personality can Destroy Your Wealth

    Your personality and other personal traits may have more of an impact on how fast you spend your retirement savings than factors such as your age, marital status, desire to leave an inheritance, and whether you continue to work during retirement according to a recently released study of retirees und…

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