Make Money, and Make a Difference
Money Matters is New Zealand’s leading ethical investment advice firm.
Led by our Founder, ethical investment pioneer Dr. Rodger Spiller, we offer discerning clients award-winning financial advice. Our sage advice and trusted guidance helps investors make money, and make a difference – to themselves, their finances, and the world.
Why choose an ethical investment adviser?
In this three-minute video, clients discuss aiming to make money and make a difference by working with a specialist ethical investment adviser.
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). The two other couples in the video are clients of our Australian colleagues.
What is ethical investment?
Just as we choose sustainable food or ethically-made clothing, we can choose ethical investments. Also known as responsible investment, socially responsible investment (SRI), or sustainable investment, ethical investment goes beyond the two-dimensional world of solely return and risk. Instead, it embraces a three-dimensional approach; adding the consideration of an investment’s impact on society and the environment. Simply put, ethical investment is about making money, and making a difference.
“Every company, every bank, every insurer and investor must adjust their business models to climate change, but this existential risk could be the greatest commercial opportunity of our time.”
– Mark Carney,
former Governor of the Bank of England, 2020
Why choose Money Matters?
Unparalleled Expertise
With a PhD in ethical and responsible investment, and unsurpassed experience, Rodger is the country’s most qualified ethical investment adviser. Supported by an expert team, Rodger provides you the guidance you need to achieve your life and financial goals.
Genuine Care
We make the complex feel simple, and ensure you are listened to, respected, and understood. With extensive insight to psychology and coaching, Rodger can help you explore and develop your plan for your life – as well as your money.
Trustworthy & Independent
We provide our clients wholly independent and totally objective advice. We look out for them – not for a commission or conflicting corporate interest. And in a world where greenwashing is everywhere, we’re authentically ethical.
Visionary & Pioneering
Innovative and purposeful, we’re leaders in our field. Raising the ethical bar, we’re instrumental in bringing our clients new higher impact funds. We’re pioneering a whole new way to have a positive impact, and make your money matter.
Boutique & Bespoke
When you work with Money Matters, you’re not passed onto another adviser; you deal directly with our Founder, Rodger, throughout the process. Rodger will create a plan and portfolio personalised to your goals, future lifestyle, legacy, risk profile, and ethical investment profile.
Make Good Money
There’s a common misconception that ethical investing and financial returns can’t go hand in hand. Challenging this ‘old myth’, the Responsible Investment Association Australasia says that the evidence shows that responsible investments can – and do – often outperform their traditional counterparts.
“From Gordon Gekko to the Wolf of Wall Street, many investors are left with the impression that it doesn’t pay to be ethical. However, at Money Matters we believe that ethical investment can be very much about generating good financial returns that are coupled with positive social and environmental outcomes.”
– Dr Rodger Spiller, Money Matters Managing Director and Financial Adviser
Our clients know their money matters.
We work with 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 who have sold their businesses, our clients come from across New Zealand. We work with individuals, couples, and Trusts. Our average client size is more than $1 million. We work with clients with a minimum of $500,000 to invest, to $10 million and beyond.
“Our clients are a highly discerning group, who have wisely chosen to work with New Zealand’s best ethical financial adviser. Because we know their money matters, and we’re committed to helping them use it to make a positive difference.”
– Kelly Heinecke, Money Matters Client Services Manager
“Dr Rodger Spiller of Money Matters is a wonderful investment adviser in the ethical investment space. If you care about how your money impacts the world there's no one in New Zealand who knows more. Dr. Spiller is also an excellent communicator with a gift for making the complicated clear. We feel very safe and secure dealing with Money Matters.”
– Leanne and Dean
Who are the Ethical Leaders & Laggards in New Zealand?
Determining which companies are leaders and which are laggards had been a passion of mine for decades. In December 2022 Jane Arnott MNZM, Director of The Ethics Conversation published an excellent research report titled ‘Codes vs Commitment: An Assessment of the Codes of Ethics of the NZX50’.
We’re pleased to be able to offer you the full report for download. See who best demonstrates ethical integrity, and gain insight into what’s expected of companies who want to demonstrate ethical leadership.
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