We love hearing about what our fund managers are doing to 'walk the talk'. The best examples seem to come from other #B-Corp companies - like Pathfinder https://lnkd.in/gW735Wxe
Moneyworks NZ Limited
Financial Services
Cambridge, Waikato 270 followers
Ethical Investing - cutting through the greenwashing and providing independent information and ongoing education.
About us
Moneyworks helps people get to and through retirement - ethically.
- Website
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http://www.moneyworks.co.nz
External link for Moneyworks NZ Limited
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Cambridge, Waikato
- Type
- Privately Held
- Founded
- 1997
- Specialties
- KiwiSaver Advice, Insurance Advice, Insurance Information, Financial Planning Advice, Investment Advice, and Ethical Investing
Locations
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Primary
Get directions
7c Hall Street
Cambridge, Waikato 3434, NZ
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Get directions
Mobile
Auckland, NZ
Employees at Moneyworks NZ Limited
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Carey Church
Ethical Investing - cutting through the greenwashing, and providing independent information, and ongoing education for our clients B-Corp
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Paul Swarbrick
Ethical Investing - cutting through the greenwashing and providing independent information and ongoing education for our clients
Updates
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Useful information for investors and consumers of EV's - thanks to our fund managers for their updates. https://lnkd.in/gzh5mdhg
The competitive EV market
moneyworks.co.nz
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Ethical Investing - cutting through the greenwashing, and providing independent information, and ongoing education for our clients B-Corp
Another 'snippet' of information courtesy of our fund managers communications https://lnkd.in/gfiY9Z7u
Artificial Intelligence in action
moneyworks.co.nz
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In our September 2024 newsletter we shared 'snippets' of information with our clients, a handful of brief articles, inspired by our discussions with our clients and information from fund managers. This article incorporated some statistics and real life experiences from people we know. https://lnkd.in/grNxFjMm
Travel Insurance - Yes it really is a good idea
moneyworks.co.nz
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Ethical Investing - cutting through the greenwashing, and providing independent information, and ongoing education for our clients B-Corp
As well as looking after our clients and helping them reach their goals, and managing their money, we regularly contribute to our industry. After participating in panels at the 2022 and 2023 Responsible Investment Association Australasia (RIAA)New Zealand Conference, I am presenting twice this year. The Responsible Investment Association Australasia (RIAA) Auckland conference is on Thursday 19th September in Auckland, and there will be a wide range of sessions for advisers, and for people interested in ethical investing. This is the workshop that I am doing, helping advisers to learn about responsible investing. Looking forward to it!
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Our role as financial adviser is to help our clients get to and through retirement, ethically. For us this also includes helping our clients be active, mentally and physically. This blog post highlights the benefits of doing power exercises, to keep agile and fit. https://lnkd.in/gaU9THHK
Power Exercises - How to keep fit, strong and youthful
moneyworks.co.nz
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Investing to take advantage of concerns about climate change is tricky. The issue is so nuanced, and we love the way that Pengana WHEB is doing deep work on climate adaptation investments. Read more at the blog link. https://lnkd.in/gSVm3DhP
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At U3A Cambridge (which Carey is a co-founder of), we were privileged to hear from Professor Paul Spoonley about the changing demographics of New Zealand in 2024. The information is so key to the future of our country, we shared this with our clients in a blog post in our July 2024 newsletter. Is rugby going to vanish as our national sport? https://lnkd.in/gFvW__7B
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The hardest thing we have to do in our role as our clients financial advisers is to get them to make a will and keep it up to date. Every few years we add a post to our monthly newsletter, here is the first of the series from our June newsletter https://lnkd.in/gUWuDFhi
Why you need a will
moneyworks.co.nz