Moneyworks is a financial advisory business based in Cambridge, but working throughout New Zealand. They specialise in helping clients reach their financial goals in an ethical way. Being a B Corp reflects their values and Moneyworks seeks investments for their clients that operate in the ethical space, to reflect clients values.
Ethical investing is tricky as there is no ‘right’ solution for everyone. Moneyworks wants clients investments to reflect what is important to them, and to cut through the greenwashing. Moneyworks proprietary and unique systems and processes provide their clients with an independent and personalised report (and understanding) of what exposure they have to ‘nasties’ in their investments and KiwiSaver.
A key part of their approach is to educate clients on the tricky bits of ethical investing, and to hold the fund managers that they recommend to account through active engagement with them.
Moneyworks uses technology (in-house robot Millie) to offer clients a customer service experience that reduces the teams time spent on administration, so that they can focus on clients questions and experiences, and on understanding the financial solutions that they offer to clients, while providing detailed, thorough reporting on clients investments.
Keywords: Ethical Investing, Financial Advice, Investment Advice, Financial Planning, Responsible Investing, Sustainable Investing, Financial Advice, Financial Adviser, Investment Adviser
Sector: Service with Minor Environmental Footprint
Size: 1-9 employees
B Corp Certified – Impact Score: 139
