Leading, trustworthy, sustainable advice
New Zealand’s leading and longest-standing responsible investment advisory company
Money Matters helps investors to make more money and make a difference – to themselves, their finances and the world by providing expert guidance that enables them to invest ethically, responsibly – and successfully. As New Zealand’s leading and longest-standing responsible investment advisory company, Money Matters’ independent investment solutions help foster a more sustainable world.
Money Matters is a fee-only firm, free of any conflicts of interest. This means we do not receive commissions and are not owned, tied to or aligned to any product provider. You can trust that our advice is given with only your well-being in mind. We diagnose your financial situation, prescribe you an optimal plan, then implement and monitor your plan and portfolio in the context of changes in your situation, investments and markets.
Investment advice you can trust
Our founder, Dr Rodger Spiller, has been described as the country’s foremost expert on responsible investing and was New Zealand’s first financial adviser to receive the Responsible Investment Certification Symbol certification. He is New Zealand’s most experienced and qualified ethical and responsible investment advisor and a global pioneer in the responsible investment field. Rodger personally works with all our clients, supported by an expert team.
We invest in businesses that are responsible leaders with strong financial, environmental, social and governance performance, engaging and advocating for continuous improvement in ethical and sustainable business practises, while excluding or minimising exposure to companies involved in areas our clients may want to avoid such as tobacco, gambling, armaments and carbon intensive fossil fuels.
Do well and do good
Our clients are individuals, couples, families and family trusts who have substantial investment portfolios. These are typically retiring couples, entrepreneurs who have sold their businesses and leading professionals. We cap our fees for $10 million portfolios. The minimum portfolio size we accept is $250,000. These ethical investors want to make money and to do the right thing – in every sense.
We love enabling our clients to take account of their values in their investment decision-making, empowering them to bridge the gap that would otherwise exist between their money and their personal values. Rather than harming society and the environment, we ensure their investments become part of the solution, rather than part of the problem. What you do with your money really does matter. Do well and do good.