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Moneyworks NZ Ltd

  2. Waikato Finance

Reviews, get directions and contact details for Moneyworks NZ Ltd

Moneyworks NZ Ltd
"Moneyworks NZ Ltd was established in February 1997 to provide financial and investment advice to our clients, with an emphasis on Ethical and Sustainable Investing in recent years. Moneyworks will help you get to and through retirement. We specialise in Ethical, Sustainable and Responsible Investments, KiwiSaver and Financial Planning Advice. At Moneyworks we'll help you come up with a financial or investment plan. By working with a financial planner and investment adviser on an ongoing annual basis, you can review your progress towards achieving your goals. We value our relationships with our clients and key suppliers and our role in the community contributing back to our community as well as doing what we recommend to our clients"
Address: 7C Hall St, P O Box 1003, Cambridge 3434, New Zealand
Phone: 0800 225 621
State: Waikato
Zip Code: 3434


Opening Hours

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

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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.
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.
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.
Moneyworks NZ has always given us great service. We love Carey’s style and willingness to help and provide good advice whenever we need it.
I have been with MoneyWorks for over 20 years. They have always provided sound advise and have helped me ensure I am in a great position as I head towards my retirement years.
Consistently high quality and professional personal financial services.
Moneyworks explains everything very clearly and in a way we can understand. They take great care of your investment.
For us and with us for over 20 years. Thank you.
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