Financial Planners in Wellington -

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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

  • Coronavirus – The Next Black Swan?

      It wasn’t until the Global Financial Crisis that the term ‘Black Swan Event’ came into popular use in financial circles. A Black Swan Event is one which catches people by surprise and which has a major impact. The term originates from the discovery of black swans, which were thought not…

  • Should you help your child buy their first home?

    By Karen Piercy, AFA. Parents face a dilemma about helping their children purchase a first home. Issues to consider are affordability, not endangering your retirement nest egg and being equitable to all of your children. Firstly, ensure your children learn how to manage money and get their finances…

  • Selling a Business

      One of the consequences of the baby boom is that there is a raft of people all wanting to sell their businesses at about the same time to fund their retirement. There are a number of reasons why people set up their own business. Some do it for the lifestyle and independence, some want [……

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