Our purpose and principles.
Our mission
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.
Our values
Wise
Money Matters is backed by decades of first-hand experience and in-depth knowledge, of both conventional and ethical investment. Highly educated and highly informed, we offer our clients sage advice and the guidance they need to get where they want to go in life.
Trustworthy
Trust is incredibly important to our clients, and it’s just as important to us. We’re consummate professionals and trusted advisers. Our Founder is a Certified Financial Planner, who first brought the CFP to New Zealand. Wholly independent and totally objective, our clients can trust us to look out for them – not for a commission. And in a world where greenwashing is everywhere, we’re authentically ethical.
Caring
We genuinely care – not just for our clients, but for the planet and its people, too. We’re understanding and empathetic, and relate to our clients on their level – whatever that level may be. We ensure they feel listened to, respected, and understood. We’re invested in their futures, and the future of the world we all live in.
Visionary
We have the courage to see and do things differently. We have the ability to go where others haven’t yet been, because we’re not just taking the first steps; we’re building them. Innovative and purposeful, we’re leaders in our field. Pioneering a whole new way to have a positive impact, and making our clients’ money matter.
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.