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

  • Wealth Preservation for Business Owners

      There is no doubt that business owners are having a tough time now, and it is probably going to get worse as unemployment increases and people spend less. We have not yet seen the full impact of COVID-19 on our economy. As business owners struggle for survival, they face the real danger of lo…

  • In it Together

      Over the last few weeks, we have been reminded many times of fact that, whether we like it or not, we are part of a community. The welfare and wellbeing of each person in the community has an impact, either directly or indirectly, on the community as a whole. We are all in this […] The…

  • Should couples hold investments in separate names?

    Since over 65s have been allowed to open KiwiSaver accounts, more retirees have invested in KiwiSaver. What is the problem with this? KiwiSaver has to be held in the name of an individual and this can cause estate planning problems. If one partner dies, there could be a considerable delay in getting…

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