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Carey Church

Financial Adviser

|

Certified

Carey Church

Financial Adviser

|

Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Carey is a RIAA Certified Ethical Adviser, and holds the UNPRI Applied Responsible Investing Certificate. Carey has led the transition of Moneyworks to being Ethical Investment Advisers, developing the unique and proprietary Ethical Investment Analysis process and undertaking extensive analysis and research on the recommended fund managers. Carey Church and Moneyworks were winners of the 2024 Best Ethical Financial Adviser award (Co-winners in 2023). Moneyworks sponsored the awards in 2021 and 2022, the conference in 2024 and Carey has also been a judge of the Awards in 2022, 2023 and 2024. Carey has worked with her financial planning and investment advice clients since 1997, prior to that she worked with a range of investment and insurance companies in Australia and New Zealand. Carey holds a LLB (Hons-1st), BSc, GradDipFin(Finsia), Dipl Bus (Personal Financial Planning), UNPRI Applied Responsible Investing Certificate and is a CFP and CLU.

Address

7c Hall Street, Cambridge, New Zealand, NZ, 3434

Phone

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Organisation

  • Moneyworks NZ Ltd

Company number

Services offered

  • KiwiSaver and retirement planning Investments/Managed Funds

Certified products

Approved products

  • Alphinity Sustainable Shares Fund APN AREIT Harbour Australasian Equity Fund Harbour Sustainable Impact Fund Impax Sustainable Leaders Fund Pathfinder Global Responsibility Fund Pengana WHEB Fund Pathfinder KiwiSaver Booster SRI KiwiSaver

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Financial Adviser

Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.