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

  • Property Syndicates

    Low interest rates and share market volatility are driving investors to consider alternative investments. In recent years we have seen the rapid rise of property syndicates. Such syndicates were very popular over twenty years ago and were offered by companies such as St Laurence and Waltus. At that…

  • The Low Interest Rate Trap

    For investors who depend on interest rates for income or investment, the future looks bleak. Interest rates are at the lowest level we have seen for decades and are likely to stay low for some time. Prior to the Global Financial Crisis of 2008, many fixed interest investors chased after the double-d…

  • KiwiSaver in Retirement

    It is now possible for anyone over the age of 65 to join or re-join KiwiSaver. There are many retirees who cashed in their KiwiSaver funds without consideration of the options available to them, and there are some who just never got around to joining. For these people, there is now a reprieve. As of…

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