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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

  • Investing with a Conscience

    Investing in managed funds such as KiwiSaver is a great way to save for retirement. For investors with small amounts or who wish to make regular, small contributions, managed funds offer a cost-effective, simple solution with diversification to help reduce investment risk. One of the disadvantages o…

  • Residential Care

    One of the biggest fears for retirees is the prospect of ending life in a rest home, and seeing the family fortune eaten up by fees. While at any given time only around 5-7% of people over the age of 65 are living in residential care, statistics show that just under 40% of older people […]…

  • What Young People Need to Know

    The basic principles of financial success do not change over time. Despite this, younger generations don’t always take on board the lessons learned by their parents and grandparents. With age comes the benefit of hindsight and an understanding of the consequences of choices made early in life. The…

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