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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

  • Investment Strategy for KiwiSavers

    Volatility is a new experience for KiwiSaver investors who have known nothing but stable markets in recent years. There will be plenty of opportunity over the next two or three years for nervous investors to make bad choices about how their funds are invested. There are two key principles for managi…

  • Financial Independence, Retire Early (FIRE)

    It seems millennials don’t wish to get sucked into the rat race the way their parents did. The FIRE movement (Financial Independence, Retire Early) is literally setting the world alight. FIRE is allowing people to retire as early as their mid-thirties. So how does it work? Early retirement is achi…

  • Borrowing to Invest

    There’s never been a cheaper time to borrow money, with some banks having dropped their mortgage interest rates below 4%. Rates this low make it very tempting to borrow more to buy a bigger house, add an extension, take an overseas trip, or trade in the car for a newer model. While borrowing to sp…

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