Owned by Certified Financial Planner Liz Koh, Moneymax, is one of New Zealand's most progressive financial planning firms. For many years, Liz and the friendly staff at Moneymax have been helping ordinary (and quite a few extraordinary) New Zealanders to achieve their financial goals and lifestyle dreams by assisting them with:
setting and attaining their financial objectives and goals
investment and portfolio management
debt reduction and budget management
retirement planning and superannuation
savings and wealth creation
home equity release plans
income, disability, life, health and general insurances
advice on estate and tax planning
| Accustomed to helping out already wealthy people with their financial affairs, Liz and the Moneymax team also became acutely aware that there are many more people out there who simply need the right advice and just a little encouragement to get them started on the road to wealth creation. That’s where the Moneymax Coach Programme comes in. This innovative programme is designed to give you all the tools you need to have a rich and happy life. |
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