Moneyworks NZ Ltd

Moneyworks NZ Ltd is a financial advisory firm based in Cambridge, New Zealand, specializing in ethical investing and comprehensive financial planning. They provide services to clients across the country, focusing on retirement planning, insurance advice, KiwiSaver management, and investment strategies. Moneyworks is committed to helping clients achieve their financial goals while also aligning their investments with their values.

The company prides itself on its experienced team of Ethical Investment Advisers and Financial Planners, who are all certified by the Responsible Investment Association Australasia. Moneyworks is transparent in its fee structure and utilizes a unique ethical investment analysis system developed in partnership with Mindful Money. They are dedicated to educating clients about ethical investing, ESG considerations, and the importance of responsible financial management.

Moneyworks offers a flexible work environment. While they are based in Cambridge and Auckland, they use technology to provide remote services, allowing for flexibility in location. This allows for remote work options for employees and potentially flexible hours, although specific information about work hours is not provided.

Moneyworks NZ Ltd offers a comprehensive package of employee benefits, focused on financial security and wellbeing. All team members receive financial planning advice and have their own plans in place, incorporating KiwiSaver, investments, and insurance. The company also offers an innovative remuneration structure that rewards team performance and contributes to a cohesive and interactive work environment. Moneyworks actively promotes ongoing professional development, encouraging staff to engage in continuing education on ethical issues, investment strategies, and compliance requirements.

Moneyworks NZ Ltd is a financial advisory firm specializing in ethical investing and comprehensive financial planning. They aim to guide clients towards a comfortable and enjoyable retirement, using ethical investment options, and provide education to help them understand their financial situation. They prioritize transparency and client relationships, and strive to provide personalized advice that maximizes the likelihood of achieving their financial goals while considering ESG (Environmental, Social & Governance) factors and ethical investment preferences.

Moneyworks NZ Ltd promotes a culture of integrity, honesty, and reliability, prioritizing client relationships and community involvement. They emphasize transparent and efficient service, a focus on education, and a commitment to ethical investing. Their team is small, cohesive, and dedicated to continual professional development, fostering a supportive and collaborative environment.

Moneyworks promotes diversity, equity, and inclusion (DEI) by ensuring women are represented in senior management positions and on boards, and by establishing a B-Corp certification that reflects their commitment to fair treatment of employees and customers. They are also actively involved in community initiatives like the Rotary Cambridge Garden Festival and U3A Cambridge, demonstrating their dedication to creating a more equitable and inclusive environment.