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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

  • KiwiSaver Fees

    There has been much talk lately about KiwiSaver fees and the impact this has on the value of KiwiSaver funds over time. Simplicity KiwiSaver is a recent market entrant which prides itself on low fees and uses this as a selling point. The Financial Markets Authority (FMA) has recently changed the way…

  • Make the Most of Good Times

    Life has seasons. There are good times and bad times, and the changes are often caused by factors outside our control. At a personal level, our health, employment status and family relationships can all work either in our favour or against us. At a higher level, the economic state of the region we l…

  • Lessons From Your Garden

    If you want to know how to manage your money and create wealth, look no further than your garden. The principles you use to create a beautiful, flourishing garden are exactly the same as you need for wealth creation. Let’s say you are starting with a bare piece of land to create your magnificent m…

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