Money Matters Ltd.

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Money Matters is a pioneer of responsible, and ethical investment advice in New Zealand. As the name suggests, Money Matters attracts responsible investors who wisely realise that what they do with their money matters.

What you do with your money really does matter. With Money Matters and Dr Rodger Spiller as your personal investment adviser you can invest responsibly, integrating environmental, social and governance issues into investment decision-making and ownership practices. You can be part of the solution rather than the problem by encouraging companies to address the world’s environmental and social challenges as business opportunities. You can know what your money is up to – what the companies do and how well they relate to their stakeholders. You can do well and do good.

Consumer Magazine recommends that you talk to a financial adviser who holds the Responsible Investment Association Australasia Certification Symbol before embarking on any new investments. Rodger was the first financial adviser in New Zealand to receive this certification. He is one of very few financial advisers in New Zealand specialising in responsible investment.

Rodger established Money Matters in 1990. He won the inaugural Good Returns New Zealand Financial Planner of the Year Award in 1997. Rodger was a financial adviser in the TV One series Money Doctor. He is a long-standing board member of the Responsible Investment Association Australasia. His former roles include Executive Director of the New Zealand Business Council for Sustainable Development and SBN predecessor, Businesses for Social Responsibility.

What or how does your business contribute to a more sustainable NZ?

By investing sustainably and responsibly Money Matters' clients contribute to a more sustainable New Zealand and more sustainable world.  Money Matters has played an active role in encouraging new responsible investment funds, thereby providing new investment solutions for clients. The responsible investments we utilise enable investors to contribute to a more sustainable NZ by avoiding funding certain activities, investing in more sustainable businesses and being part of actively communicating environmental and social concerns to encourage the continuous improvement of NZ businesses.

To provide more understanding of the approaches, it is useful to classify investors according to four types: traditional, avoidance, activist and alternative. These are discussed below. In practice an investor may be a combination of these types: for example having a portfolio that avoids investing in certain areas, invests in companies and actively encourages them to continuously improve and also allocates money for alternative investments.

A traditional investor makes choices of what to invest in based solely on their perception of risk and reward and the financial bottom line. The traditional investor does not invest with an eye towards making a difference from an environmental or social perspective. That is not to say, however, that they might not be environmentally or socially responsible in their personal lives, such as contributing some of their time and money to good causes.

An avoidance investor wants to avoid particular areas such as tobacco and gambling. They are like the religious groups for whom the term ‘sin stocks’ was coined to explain how they wanted to avoid investing in areas that were contrary to their religious principles and teachings. Nelson Mandela advocated this approach in the 1970s when he called for investors to avoid investing in companies doing business with the apartheid regime. Mandela saw the resulting divestment as instrumental in overcoming apartheid. This was a powerful example of making a difference.

An activist investor wants to engage with companies to encourage them to continuously improve their environmental, social, and economic performance. This investor does not believe that responsible investing is limited to the buy and sell decision-making processes, but that it entails dialogue between shareholders and management on a continuing basis. In the US considerable emphasis is placed on the benefits to be gained through the shareholder resolution and proxy processes.

An alternative investor wants to invest in alternative initiatives that have a high environmental and social contribution. Alternative investors are willing to sometimes accept somewhat lower financial returns or greater risks in order to generate what they consider higher total returns, by investing in local sustainability initiatives where funding is made available at lower cost to borrowers in areas such as the environment, education, art, healthcare, and sustainable agriculture.

All investors can use their economic vote for a sustainable NZ.  Money Matters works with investors who want to make money and make a difference.

Disclaimer and Disclosure: The information provided is intended to be of a general nature and does not constitute personalised advice for an individual client. The content of this profile is intended for information only and is not a securities recommendation and it does not contain advice. This profile, does not take any individual investor's personal circumstances into account. Every care has been taken in preparing this profile however there is no representation or warranty that the information is free of errors, omissions or inaccuracies.  Money Matters (NZ) Ltd and related parties disclaim any liability arising from reliance upon any matter contained in this profile except for statutory liability which cannot be excluded. A disclosure statement is available, on request and free of charge.

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