Moneyworks NZ Ltd - Ethical investing for your retirement
About the Business
Welcome to Moneyworks NZ Ltd, your trusted institution for ethical investing in New Zealand. Located at 7C Hall Street, Cambridge, we are dedicated to helping you secure a sustainable retirement through responsible investment practices.
At Moneyworks, we go beyond greenwashing and provide independent analysis and education to ensure our clients invest ethically and sustainably. Our commitment to strong moral and ethical principles is unwavering, and we treat others with the respect and fairness we expect for ourselves.
Transparency and honesty are at the core of our values. We believe in being clear, factual, truthful, and sincere in all our dealings. Your confidence in our expertise and advice is highly valued, and we work hard to maintain a strong and trustworthy relationship with you.
Authenticity is a fundamental aspect of our approach. We not only talk the talk but also walk the walk. We believe in providing you with the real situation and saying what we mean.
Understanding our clients' needs is our priority, and we strive to meet them with dedication and diligence. Your feelings, wishes, and personal goals and objectives are carefully considered to ensure a tailored approach to your financial journey.
We are committed to taking action promptly and efficiently. When we say we will do something, we follow through to ensure your financial goals are achieved in a timely manner.
As an institution, we actively engage with the community and value our relationships with clients and suppliers. We contribute back to our community and uphold the same principles we recommend to our clients.
At Moneyworks, our team members have their own financial plans in place, incorporating goals, KiwiSaver, investment plans, portfolios, and insurance. We prioritize our own financial well-being to better serve you.
All our advisers are members and Certified Financial Advisers of the Responsible Investment Association Australasia, ensuring their expertise and adherence to ethical investment practices.
To promote a balanced lifestyle, we have an in-house Wellness Coach who helps us stay fit and healthy.
Our range of services includes financial advice to help you navigate through retirement using ethical investment options. We believe in making your money work for you and sharing our knowledge to empower you.
But don't just take our word for it. One of our valued clients, Carey, has been working with us for many years and highly values the trusted financial advice we provide. Our guidance is tailored to your circumstances, timely, and educational, providing a solid foundation for your financial decisions.
Moneyworks is a Licensed Financial Advice Provider (FSP15281) and an AML Reporting Entity, supervised by the Financial Markets Authority, ensuring regulatory compliance and accountability.
At Moneyworks, we offer a wide range of financial services, including investment, KiwiSaver, insurance, income, debt and mortgages, legal and taxes. We are here to assist you in achieving your financial goals and securing a sustainable retirement through ethical investing.
Choose Moneyworks NZ Ltd for ethical investing that aligns with your values and secures your financial future.
Photos
Location & Phone number
7C Hall Street, Cambridge, Cambridge, Waikato 3434, New Zealand
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Was lucky to work with Carey and the Moneyworks team recently. The importance of their efforts to educate and help Kiwis ethically prepare for retirement cannot be overstated. Highly recommend this team."
"Over several years now I have been aware of Moneyworks evolving in the delivery of their business and the commitment they make to their clients. Things money leave me cold, terminology cowers me, and yet I know that I must be considered in looking to my retirement for it to be one I will enjoy. The difference for me is that I can ask any question I need to and get a straight talking answer. I also trust that my investments are being managed with attention. It is a relationship, and to do right by me in guiding money management, Moneyworks need to know almost everything about me (I did have to get over myself about this aspect). Trust is paramount. Moneyworks delivers."
"We met Carey later in life as we were preparing for major changes, with health and to accommodation. Carey "walked me" through several scenarios. It was a relief to have her "at my side", then, and now, with her continuing assistance with my future financial planning."
"We have worked with Carey over many years, and have always found her knowledgeable and pragmatic. We especially appreciate her focus on enjoying life now as well as providing for the future. It's been great to see Moneyworks' increasing focus on the complex but important issues of ethical investing."
"Carey and the team at Moneyworks are just brilliant to deal with. They truly do put the customer first and are experts at tailoring their advice to your specific situation - definitley not a one size fits all approach, all advice is personal and well considered. Since working with Carey, we have become more focused and articulate in relation to our financial goals, and knowing we will have regular check-ins keeps us on track and accountable. We trust Carey and her advice 100% and consider her our secret weapon in achieving our financial goals."
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