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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

  • Starting Out

    Starting out in life after school or tertiary education is an exciting milestone. It is one of the best times in life, with a future full of potential opportunities, without the responsibilities of dependent children to support and with few financial commitments. Anything is possible at this stage o…

  • How Much Risk Can You Take?

    Whether you are investing money, setting up a business or gambling on horses, your first consideration, before parting with any money, should be how much risk you can afford to take. Risk is not necessarily the probability of loss – it is the probability that an outcome will be different than you…

  • The Greatest Gift

    Giving to others brings great pleasure and happiness and there is no better evidence of this than the joy of Christmas. However, giving is often loaded with emotion and purpose. We place various meanings on the act of both giving and receiving. In some cases, people give to make themselves feel bett…

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