#276 ‘Why Values Matter in Financial Advice’, Carey Church MD Moneyworks
Description
In this episode of Purposely, we sit down with Carey Church, Managing Director of Moneyworks, for a conversation about what ethical financial advice looks like in practice. Carey has been quietly shaping this space in New Zealand for nearly three decades, focusing on understanding people’s lives and values before talking about their money. Her approach is practical, people-centred, and built on years of working closely with clients as their needs and expectations have changed.
We talk about:
How Carey built Moneyworks around holistic, values-aligned financial planning
Why ethical investing isn’t about purity, but about informed decisions
The role of trust and mutual respect between adviser and client
The practical process Moneyworks uses to personalise ethical investment portfolios
The increasing importance of financial literacy and intergenerational planning
Why Moneyworks became a B Corp, and what it actually means in practice
How Carey is approaching life and leadership in her 60s, including a four-day work week and tighter focus on what really matters
Whether you're curious about ethical investing or simply want to understand what good financial advice looks like, Carey offers a candid, grounded perspective shaped by real-world experience.
United States
