Reviews of Moneyworks NZ Ltd - Ethical investing for your retirement. (Financial Consultant) in Cambridge (Waikato).
Moneyworks NZ Ltd - Ethical investing for your retirement
7C Hall Street, Cambridge 3434, New Zealand
Description
Information of Moneyworks NZ Ltd - Ethical investing for your retirement, Financial Consultant in Cambridge (Waikato)
Here you can see the location, open hours, popular times, contact, photos and real reviews done by the users.
This place has good reviews, this means that they treat their customers well and you’ll feel great with their services, recommended 100%!
Map
Open hours of Moneyworks NZ Ltd - Ethical investing for your retirement
Sunday
Closed
Monday
9am–5pm
Tuesday
9am–5pm
Wednesday
9am–5pm
Thursday
9am–5pm
Friday
9am–5pm
Saturday
Closed
Reviews of Moneyworks NZ Ltd - Ethical investing for your retirement
R.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.
H.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.
J.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.
J.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.
J.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.
B.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.
S.Moneyworks explains everything very clearly and in a way we can understand. They take great care of your investment.
H.For us and with us for over 20 years. Thank you.
B.Leaders of the pack first class
B.Contact
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