Make ‘good’ money.
Make a difference.
Money Matters is New Zealand’s leading ethical investment advice firm.
Our mission is to help you make your money matter. We aim to create more sustainable wealth and wellbeing – to transform your money, your life and the world.
Led by ethical investment pioneer Dr Rodger Spiller, we offer discerning clients award-winning financial advice. Our trusted guidance and personal approach helps investors make ‘good’ money, and make a difference.
Ethical investing made personal
When dealing with Money Matters, you are advised personally by Dr Rodger Spiller. He and Professor Chellie Spiller are world renowned experts in ethical investing and leadership. Rodger has been providing independent expert research and advice for ethical investors and businesses since 1983.
Rodger’s approach is to work closely with each client. He takes the time to understand your values and develop an ethical investment plan to achieve your lifestyle, legacy and other goals.
“Rodger Spiller is undoubtedly the father of ethical investing in New Zealand”.
– Matin Hawes, Financial Author, ‘ Thank you Mr Spiller, Now We Have ESG’
Why choose Money Matters?
Unparalleled Expertise
With a PhD in responsible investment and unsurpassed experience, Dr Rodger Spiller is New Zealand’s most qualified ethical investment adviser.
Genuine Care
We empower you with knowledge and ensure you are listened to, respected and understood. Whatever your values and goals are, they drive the journey.
Trusted & Independent
Wholly independent, we work for you, not for commissions or corporate interests. And in a world awash with greenwashing, we are genuinely ethical.
Leading the Way
For decades we’ve led the field and raised the ethical bar. We continue to bring our clients new, higher impact funds and world-leading ethical opportunities.
Boutique Service
When you work with Money Matters, you’re not passed onto another adviser. You will receive personalised advice directly from Dr Spiller throughout the process.
Free resources for your journey
To help you on your investment path, we’re pleased to offer valuable resources.
Are you looking to increase your return, reduce your risk and increase your impact?
Learn how you can aim higher in our webinar, called “Escaping the Matrix: Your Guide to Good, Returns”. Dr Rodger Spiller presented this as part of The Ethical Advisers’ Co-Op’s Ethical Investment Week - it’s all about how to free yourself from the box of investment, business and life as usual.
By giving your email, you consent to receiving updates from the Money Matters mailing list.
Make ‘good’ money
There’s a common misconception that ethical investing and financial returns can’t go hand in hand. Yet according to the Responsible Investment Association Australasia, the evidence shows that ethical investments can – and often do – outperform their traditional counterparts.
At Money Matters we’ve proven to our clients, to ourselves and to the industry that ethical investing is absolutely capable of generating robust financial returns, coupled with positive social and environmental outcomes.
The Morgan Stanley Institute for Sustainable Investing research shows that sustainable funds outperformed their traditional peers across all major asset classes and regions in 2023. According to the report, sustainable funds generated median returns of 12.6%, almost 50% ahead of the 8.6% returns of traditional funds – see our blog for more details.
Who we help
We work with people who want to do good for the world while achieving their personal dreams. Our clients are typically people who have accumulated substantial wealth and are looking to fund their future lifestyles and provide a legacy. From specialists and professionals, to senior executives and entrepreneurs, our clients come from across New Zealand. We work with individuals, couples and trusts.
We work with clients who have a minimum of $500,000 to invest.
“If you care about how your money impacts the world there's no one in New Zealand who knows more. Dr. Spiller is an excellent communicator with a gift for making the complicated clear. We feel very secure dealing with Money Matters.”
– Leanne and Dean, clients
Meet some of our clients in this three minute video produced by the Ethical Investment Advisers’ Co-operative, that profiles the work of ethical advisers through the words of clients. The video features three Money Matters clients – many thanks to Yoshimi and Jon (who appear first in the video) and Mark (who appears second in the video).
Latest insights
Ready to make your money matter?
Achieving your goals starts with expert guidance.
Schedule an "Ask Anything" session with Dr Rodger Spiller – a no obligation conversation that will help you determine if Money Matters is the right match for you.