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

  • Little and Often

      Any student of mathematics will tell you there is magic in numbers. There are endless patterns with numbers which will leave you scratching your head. For example, if you take the number 6 and multiply it by an even number, the last digit of the answer will be the same as the last digit [R…

  • Ready for Retirement

      Retirement is seen to be the ultimate but somewhat elusive goal that we all aspire to and for which financial planners chide us that we must be well prepared. However, rather than retirement being a life changing experience that takes us overnight from being a productive worker to being perma…

  • A Fresh Start for Finances

    There is something magical about the start of a new year. It’s like we are given a chance to make a fresh start on just about every aspect of life. Yet sadly, it’s only a few who take this opportunity to do things differently. There is a big difference between thinking about the things that […

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