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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

  • Planning For Retirement

    Your retirement years are around a third of your adult life and it’s worth planning ahead to make sure they are the best years of your life. Approaching retirement age is a bit like running up to the finishing line after a marathon race. A big spurt of effort is needed just at a time […]…

  • Rainy Days

    At this time of year it is a good idea to prepare for rainy days. That’s not just the wet stuff! Rainy days cause problems with our financial affairs as well, hence the old adage about saving for a rainy day. These days we are ever conscious about insulating our homes and putting in efficient […

  • Investing Forever

    New Zealanders have always been good at giving to others. Whether it is selling sausages, baking for a cake stall or running errands for elderly neighbours, most Kiwis pitch in at some stage in their lives to lend a helping hand. Our generosity is also to be seen on collection days for charities and…

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