Financial Planners in Wellington -

Maximise your personal net worth over time to meet your unique lifestyle requirements

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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

  • Proposed Capital Gains Tax

    The long-awaited final report of the Tax Working Group has been released and it proposes to cast a very wide net over investment assets to be taxed for capital gain. Government may choose to accept, reject, or modify the proposals contained in the report. As it stands, capital gains tax would apply…

  • Make March a Giving Month

    March should really be a month of celebration and giving. We have Thanksgiving in October or November in some countries – a day of giving thanks for the harvest of the previous year – followed by Black Friday – the biggest shopping day of the year.  We have Christmas in December ̵…

  • The Side Hustle Strategy

    It started out as a bit of a millennial thing, but now people of all ages are working on side hustles. A side hustle is side-line job or business that brings in cash in addition to your main source of income. People start side hustles for several reasons. The obvious one is to make more […]…

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