What Moneyworks Is All About
Moneyworks is here to help you get to and through retirement by investing ethically. They cut through the greenwashing noise to provide independent analysis and education, guiding clients to invest responsibly and sustainably. Established in February 1997, Moneyworks NZ Ltd focuses on ethical investing and full financial planning, tailoring advice to each client’s unique goals and values. Their approach is grounded in strong moral and ethical principles, making sure clients feel confident and supported every step of the way.
The Main Benefits of Choosing Moneyworks
Here’s a quick snapshot of what makes Moneyworks stand out:
- B-Corp certified and RIAA certified as an ethical financial advisory practice
- Winners of the Mindful Money Ethical Financial Adviser of the Year Award in 2023, 2024, and 2025
- Offers two main services: Ethical Investment Advice and Full Financial Planning
- Uses a unique, proprietary Ethical Investment Analysis to identify suitable investments
- Provides ongoing annual reviews for ‘Membership Fee’ clients to adapt financial plans as goals evolve
- Focuses on transparency, education, and a friendly, efficient service
- Small, dedicated team based in Cambridge, supported by advanced technology and an in-house “moneybot” administrator
Moneyworks’ Core Values That Drive Everything
Integrity, honesty, trust, genuineness, empathy, respect, and reliability — these aren’t just words at Moneyworks. They live by them. The team treats clients as they would want to be treated, always clear, factual, and sincere in their dealings. They’re authentic, walking the talk and keeping clients fully informed about the real situation. Understanding clients’ needs and working hard to meet them is at the heart of their approach. It’s about building trust and maintaining it through consistent, reliable action.
How Moneyworks Supports Clients Through Financial Planning
Moneyworks offers full financial planning that goes beyond just investments. They review existing financial solutions, including insurances and KiwiSaver, to see if they align with clients’ goals. If not, they recommend alternatives. Many clients opt for an annual membership fee, which includes yearly reviews to track progress and adjust plans as needed. These reviews also cover important projects like cyber risk protection, wills, enduring powers of attorney, and understanding retirement village options. It’s a comprehensive, evolving service designed to keep clients secure and informed.
Ethical Investment Advice Tailored to You
For those focused solely on their investments and KiwiSaver, Moneyworks provides ethical investment advice using their proprietary Ethical Investment Analysis. This approach helps clients identify investments that align with their values and financial goals. Whether you’re new to ethical investing or looking to refine your portfolio, Moneyworks offers clear, independent guidance that cuts through the hype and greenwashing. It’s about making responsible investing straightforward and accessible.
Project Impact: Sustainable Development Goals Linked to Moneyworks
- SDG 8: Decent Work and Economic Growth – promoting ethical financial practices
- SDG 10: Reduced Inequalities – offering fair and transparent financial advice
- SDG 12: Responsible Consumption and Production – encouraging sustainable investing
- SDG 16: Peace, Justice, and Strong Institutions – upholding integrity and trust in financial services
- SDG 17: Partnerships for the Goals – collaborating with clients for long-term financial wellbeing
How Technology Enhances Moneyworks’ Service
Moneyworks combines a personal touch with smart technology. Their small team in Cambridge uses tech tools to deliver top-quality service efficiently. One standout is Millie, their “Administrator Extraordinaire” — a moneybot that handles day-to-day admin tasks. This means the advisers can focus more on clients and keeping their financial education up to date. It’s a perfect blend of human expertise and automation, making financial management easier and more effective for everyone involved.
