It’s all about meeting people, sharing their dreams,

and making them happen. It’s a rewarding process

Miles Flower, Director

Call us today to see how we can help

Moneyplanners are a licensed Financial Advice Provider under the Financial Services Legislation Amendment Act 2019. Please click here for more information.

Your financial puzzle experts

click map

Protecting your most important assets

Portfolio management, retirement planning, KiwiSaver

Pulling it all together....

Financial Modelling and Investment Advice

What our clients are saying

default image

Miles is a real pleasure to work with. He makes financial conversations easy and matter of fact. In my experience he works with clients without judgement and helps set realistic goals that make sense. I would recommend his services to those wanting help to work through their goals and seeking sound financial advice.

Mirla Edmundson Client June 26, 2015

Our lives have changed both dramatically and circumstantially, but thanks to Miles, the financial side has moved seamlessly and adapted with it. We are financially planning into our old age, and have the confidence that we are on the right track to live a comfortable life and achieve our plans to travel. You can’t put a price on peace of mind, security and confidence.

Mark and Jacqui Smith Moneyplanners Client September 7, 2015

Recent articles

 

Monthly View – October 2020

Monthly View – October 2020

Interest rates fell over the month of September and for the first time in New Zealand some market rates went negative. Into the tail end of the month government bonds with maturities out to 5 years were providing negative yields. This implies that a purchaser of these bonds, if they held them to maturity, would receive a negative return on their investment..

read more
Investment Update – November 2019

Investment Update – November 2019

Heightened Sensitivity Investors continue to face two contrasting scenarios: A) Global economies remain subdued and markets decline from elevated levels;or B)Central bank stimulus continues to prime the pump and markets continue to climb in value. As a result,...

read more
Investment Update – October 2019

Investment Update – October 2019

Politics Intrudes on Markets The risk of President Trump’s impeachment increased in September with Democrats instigating the first stages of the process. The seriousness for US markets will take time to play-out but political focus is likely to drift from the economy...

read more

Get in touch

By Email

Contact Us
First
Last
reCAPTCHA

By Phone

By Mail

Moneyplanners Ltd, PO Box 32-587, Devonport Auckland 0744

or

Moneyplanners Ltd, PO Box 378, Whitianga,  3542