Moneta

08/11/2025

Come to the Phillipstown Community Gala today on Nursery Road... guess how many Jellybeans in the jar and win them and a $250 Pak n Save Voucher. 11-2. Come and have a chat to Ben and the team.

03/11/2025

Matt dialed back the years to put his old Journo cap (tie?) back on last week.
For the Lancaster Club, Matt did a Q and A with 8-time Super Rugby Champion Mitchell Drummond.
The 31-year old new dad (Drummond, not Matt) talked about what makes the Crusaders so successful, the impact Social Media potshots had on him, his brief All Black career, and what his future holds to the 170+ crowd. Matt did okay, too.

12/10/2025

KiwiSavers are booming at the moment.
Is yours?
Are you in the right fund?
Do you have someone you can ask questions about it?
Ever seen a projection of where it's headed?

Take our 5-minute survey and we can let you know how yours is going and - if you want - show you some tweaks to improve it.

https://moneta.co.nz/kiwisaver/

01/05/2025

Concerned about your KiwiSaver?
Are you in the right fund?
Complete this quick survey and our KiwiSaver expert Ben can help you work it out.

12/04/2024

You pay enough taxes in your life, make sure you get as much back of it as possible.
Any questions about KiwiSaver - whether you're a Moneta client or not - feel free to get in touch.

Contribute at least $1,042.86 of your own money to your KiwiSaver account by the 30th of June 2024 to receive the maximum Government contribution of $521.43. Can't complain, eh? ⁠
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Every little bit counts, even if you don't reach the maximum - the Government will still give you an extra 50 cents for every dollar you put in between 1 July and 30 June.⁠
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Be sure to check your KiwiSaver account over the next few weeks to check how you're tracking and if you need any other information on KiwiSaver, head to Sorted.org.nz 🧡⁠⁠⁠⁠

06/03/2024

Check this guy out...

Wait a minute..... ❎❎‼️

Before you get married, have you updated your insurance? It's important that at anytime you change something significant in your life, you update your insurance to suit.

You don't want your new spouse having to sell your dream house if you die 😵

Contact Nick at Moneta Insurance and Investments to discuss. Nick - 027 545 1160

26/06/2023

Are you getting the maximum Government contribution into your KiwiSaver? It's free money! You've paid plenty of tax so let's make sure you get some of it back.
The last day to contribute for the KiwiSaver year is Friday.
Get in touch if you have questions or want to know how close you are.

16/01/2023

We're back on deck at Moneta Towers (😅) and alll ready for a big 2023.
If you need to talk to us about insurance, personal investments, KiwiSaver or Retirement Planning, get in touch.
And long may the sun hang around!!

03/11/2022

A LITTLE HELP PLEASE
Do you know anyone who has some health issues they might think are stopping them getting medical cover?
Please tag them in this or share it to them.
There are two types of good medical insurance policies.
One covers most pre-existing conditions after three years, but has little cover for non-Pharmac funded drugs.
One has massive access to non-Pharmac funded drugs, but has no cover for pre-existing conditions.
One of our providers is going a deal for the next couple of months combining the two.
Sure they're trying to drum up business, but the Moneta team believes this might be a great chance for people with some pretty serious underlying medical conditions to get covered.
Terms and conditions apply, but please get in touch if you have any questions at all at [email protected]

04/10/2022

Seems there's a day for everything. Well, what better day to speak to an adviser about your insurance, investments and financial planning.

12/04/2021

Is now the time to think about Health Insurance?
One of the industry's best providers is offering top of the line cover where most* pre-existing conditions are covered after a stand-down.
The cost of medical treatment continues to rise as does the number of stories about non-Pharmac funded drugs being used by Kiwis. This cover could help with both.
If you want to know more, contact Nick or Matt today.
https://moneta.co.nz/contact/

05/05/2020

Hope you're all staying safe and sane - one of the providers we use is offering a great deal on medical cover where a number of pre-existing conditions would be covered after a stand-down. AND it offers cover for non-Pharmac paid-for drugs if needed. Read more here.

Keytruda is a prescription medicine available to treat many cancers. It's currently only funded for the use of melanoma and Pharmac was fully intending to include lung cancers in its funding.