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* Home | * About Us | * Dr Rodger Spiller * Dr Chellie Spiller * Kelly Heinecke * Responsible Investment Certification * Award Winning Advice * Client Testimonial * Philanthropy * Disclaimer and Privacy Policy * Important Information About Us * Our Clients | * Value Expert Advice * Marry Value and Values * Invest With Their Values * Care About The Environment * Care About Society * Care About Governance * Know How Their Money Is Invested * Services | * Planning * Step 1: Clarifying Your Current Position and Goals * Step 2: Considering Your Ethical Values * Step 3: Determining Your Risk Profile * Step 4: Allocating Your Assets * Step 5: Selecting Leading Fund Managers * Implementing * Monitoring * Educating * Educational Seminars * Educational Articles * Educational Books and Chapters * Educating via the Media * Engaging * Researching and Developing * Coaching * Influencing * Responsible Investment Association Australasia * NZ Business Ethics Awards * NZ Businesses for Social Responsibility * NZ Business Council for Sustainable Development * Transparency International (NZ) * NZ Securities Commission * NZ Superannuation Fund Nominating Committee * Oxfam (NZ) * Responsible Investment | * The Origins of Responsible Investment * The Four P's Model of Responsible Business * Doing Well and Doing Good * How Responsible Business Can Do Well * UN Principles for Responsible Investment * What Type of Investor Are You? * Can You Answer YES to The Big Questions? * Can You Overcome Your Immunity to Change? * Next Steps * Blog | * Contact Us * NEW ZEALAND’S LEADING ETHICAL INVESTMENT ADVISERS * * * 1 SECURE YOUR FINANCIAL FUTURE, WHILE POSITIVELY IMPACTING THE WORLD’S FUTURE NEW ZEALAND’S ORIGINAL ETHICAL INVESTMENT COMPANY Our founder, Dr Rodger Spiller, is not only in a class of his own; he pioneered the ethical investment class in New Zealand. Today, Rodger remains the country’s most experienced and qualified ethical and responsible investment advisor, and a global pioneer in the ethical investment field. With unparalleled experience in the wider investment industry, Rodger offers discerning clients the expert guidance they need to make money and make a difference – to themselves, their finances, and the world. INDEPENDENT INVESTMENT ADVICE YOU CAN TRUST 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. In a world where greenwashing is commonplace, our services are authentically ethical. We invest in ethical leaders who not only have strong financial, environmental, social and governance performance, but also have a measurable positive impact. Whether your ethical interests are light, medium, or strong, when you work with us, you know your money is going where it matters. HOW MONEY MATTERS WORKS Supported by his expert team, Rodger works one on one with you to diagnose your financial situation. Bringing together the expertise of world-class local and global fund managers, Money Matters prescribes you an optimal plan, implements it, and monitors it in line with changes in your situation, investments, and markets. The minimum portfolio size we accept is $250,000, and we cap our fees for $10 million portfolios. Our clients are individuals, couples, and family trusts who have substantial investment portfolios – and want to do well financially while doing good. MONEY MATTERS BLOG Money Matters named Best Ethical Adviser For investors, choosing the best ethical financial adviser is a challenge. The Mindful Money Awards judges were faced with the very same challenge. The verdict is in, and it’s official; Money... More → Investors Increasing Positive Impact via UN SDGs Ethical investors are increasingly embracing the vision of the United Nations Sustainable Development Goals (SDGs) of shared prosperity in a sustainable world—a world where all people can live... More → Reducing Risk Through Ethical Investment The value added by ethical business and ethical investment in reducing risk is explored in “Good business sense? Why ethical companies often outperform” published in The Guardian Labs... More → INSPIRATION > At Money Matters, we empower our clients to take account of their values in > their investment decision-making. We help them 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, not part of the problem. What you do with your money really > does matter. We’re here to help you make yours count. * © 2021 Money Matters (NZ) Ltd. All rights reserved. Disclaimer and Privacy Policy. Important information about us.