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

  • Investing with Smartshares

      For some time now investors have been able to buy Smartshares on the NZX. Smartshares are Exchange Traded Funds (ETFs) that invest in a wide range of securities which track the performance of an index such as the NZX 10 Index. The advantage for smaller investors is being able to easily and co…

  • The Rise of the Active-Passive Portfolio

      Over the last fifteen or so years, trillions of dollars have poured into investment funds which passively track indexes such as the S&P 500 or the NZX 50. An index fund matches the components of a particular index and its performance will therefore match the performance of the index. The…

  • Design Your Portfolio Life

      A combination of more flexible working arrangements, increased longevity, demographic changes, delayed retirement and the search for greater personal satisfaction is bringing about a shift toward what has been called ‘the portfolio life’. Charles Handy wrote about designing a portfolio li…

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