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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

  • Why Retirees Needn’t Be Conservative Investors

    Conventional wisdom says that once you are retired you shouldn’t take risks with your money. That’s good advice, however it doesn’t mean you need to be a ‘conservative’ investor. It simply means that if you invest in assets such as shares and property which have a high return but high vola…

  • Transition to Retirement

    Compulsory retirement ended in New Zealand in 1999, and since then, the percentage of people over the age of 65 who are working has rapidly increased. It is estimated that 27% of men and 17% of women aged 65 or more are working – some through choice and some because they cannot afford to retire. […

  • Conflicted Advice

    One of the most contentious issues with financial advice is the way in which advisers are remunerated. There is a great deal of variation between advisers as to how they are rewarded for their services to clients and regulators struggle to achieve consistency and transparency of how much is paid by…

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