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

  • Investing Without Risk

    As every investor knows, there is no such thing as a completely risk-free investment, and the lower the investment risk, the lower the investment return is likely to be. The challenge for investors is to strike the right balance between risk and return, to find investments that give a reasonable rat…

  • The Sunset Years

    As the saying goes, there is nothing more certain in life than death and taxes. The minute we are born we are on a gradual path towards the inevitable, while paying taxes along the way! Around the age of eighty people start to become conscious of their mortality. Beyond this point, a traumatic healt…

  • Knowing When to Retire

    Choosing the time to retire is a key life decision that some people find extremely difficult. No doubt we can all think of someone who has stayed in the workforce a bit too long. There are a number of reasons why people can be reluctant to retire. Worries about not having enough money to retire […

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