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

and making them happen. It’s a rewarding process

Miles Flower, Director

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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

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Protecting your most important assets

Portfolio management, retirement planning, KiwiSaver

Pulling it all together....

Financial Modelling and Investment Advice

What our clients are saying

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It is important to us to work with someone we can trust and rely on. We can tell with Miles that he is genuine and cares about what he does. He impressed us with his knowledge by always being up to date with what is happening in the financial marketplace, and made us consider options we hadn’t thought of before. He is definitely one of the best in New Zealand.

Owen and Jenny Chesbrough Moneyplanners Clients September 7, 2015

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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

Recent articles

 

Investment Update – May 2017

Investment Update – May 2017

In assessing prospects for markets, investors remain understandably focused on political risks: there are political outcomes in the US, Europe, and Asia that could well invite a more pessimistic outlook this year but economic fundamentals should not be ignored.

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Investment Update – April 2017

Investment Update – April 2017

Solid global economic growth is expected in 2017. However, political uncertainties could create turbulence and any expectations of further economic stimulus may be optimistic. Improving economic growth will generally support equities and challenge bonds, because this growth is now more “traditional” in nature…

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Investment Update – March 2017

Investment Update – March 2017

Looking back on 2016, two events stand out: Brexit and the US presidential election. In both cases, polls on results were wrong, but sharemarkets still defied expectations – and rose. In 2017, we expect US politics and policies will again play a major role in driving markets and creating volatility. In addition now, accelerating world growth and inflation, a stronger US dollar and a resurgent commodity cycle confound the investment outlook.

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

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Moneyplanners Ltd, PO Box 378, Whitianga,  3542