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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

  • Invest in Cash

    Interest rates have been low for some time now – great for borrowers but bad news for investors. Looking ahead, there are signs that interest rates will rise, albeit slowly. We have had low inflation, so leaving your money invested in the bank at a low rate hasn’t led to a loss of purchasing…

  • Moments That Matter for Women

    International Women’s Day is a global celebration of women which occurs on 8 March every year. While women continue to make progress on gender parity, this year’s theme of #PressforProgress indicates there is still lots to be done. Women face a range of specific financial risks stemming from gen…

  • Leverage Your Way to Wealth

    There are two ways to build wealth – the slow way and the fast way. The slow way involves saving and investing part of your income over a long period of time, in other words, building wealth using your own money. The key to building wealth faster is to use other people’s money; that is, [……

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