Financial Planners in Wellington -

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

Six Secrets of Successful Investing

Learn the secrets to successful investing with this free eBook

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.

Read more

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.

Read more

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.

Read more

Latest News

  • Let Go of Fear and Learn the Lessons

      The impact of the COVID-19 lockdown has seen many people’s incomes significantly reduce. The uncertainty of how long this situation will last and whether the worst is yet to come is causing huge financial stress for some families. Lessons are being learned the hard way. Those who have lived…

  • Why You Shouldn’t Change Your KiwiSaver

      KiwiSaver investors are panicking and changing their funds from Balanced or Growth funds to Conservative. Their motivation is to reduce losses. However, the outcome will likely be the opposite. What these people fail to understand is that there is a big difference between a loss and a drop in…

  • The Flight to Quality

      If there is one upside to a market upheaval, it is the demise of the weak. In the long run, we need strong, efficient markets. The Global Financial Crisis is the most recent and memorable example of a shake-up that in due course, left the world’s financial systems in much better shape than…

Apply now

Join or transfer to the AMP KiwiSaver Scheme today

Subscribe to Our Newsletter

Enter your information below to receive all latest news, tips and advice from Moneymax, directly into your inbox.

Mailing List:
Subscribe
Investment Clients