Moneta has been helping families and businesses since 1997 and was built on helping people understand their cover, choose the appropriate cover, do the leg work, and be there at claim time. Its founder, Steve Richens has been in the Insurance business since 1988, starting with Norwich Union. After achieving various company and industry awards Steve set up Moneta Financial Group Ltd in 1997.
In June of 2015, Steve was joined by his son Matt in the business and then in 2018, Matt and Nick bought the business from Steve to fulfill his succession plan. This ensures all Moneta customers are looked after well into the future, something that we are very passionate about.
Independently owned, Moneta is not aligned to any company; instead as advisers, we can source the products that best fit your requirements.
A proudly owned Canterbury company, the business is based in Christchurch and revolves around Canterbury people and their insurance needs. After initially growing very quickly in the late 1990s Moneta is now a small specialist operation designed to help Canterbury families and businesses find solutions to their Risk/Insurance needs.
Moneta is independently and privately-owned and can provide full insurance, financial planning, and investment advice. We are not aligned to any particular insurance provider, but we do have preferred providers for some particular products.
We care about the success of our business, which only comes about if our clients are getting good advice and fair value. The services you can expect as a customer range from assisting with managing your cash and short term savings accounts, through to the creation of international investment portfolios and estate protection. Risk management is an important part of our service, where we identify potential problems in your wealth creation process, quantify those problems, and recommend strategies for minimising them.
The majority of our services are provided free to the customer. Some complex planning areas involve significant hours of work, and we may charge a fee for those services. However, any fees or charges are always identified well in advance, and advised to you before any such work is undertaken. There are no fee surprises.
Moneta advisers are members of industry approved bodies, and voluntarily adhere to the strictest code of ethics and practices.
Moneta is proud to support Community Groups. We are financial sponsors of the Court Theatre, Steve is a supporter of and a mentor for Big Brothers, Big Sisters, Moneta financially supports Waimari Beach Golf Club and Matt is a long time player and committee member of East Christchurch Shirley Cricket Club. We care about your financial wellbeing, and that of your families and our community. Give us the opportunity to show you how.
Call Moneta today on 03 338 1299 or click here to contact us today.
Primary and Secondary disclosure statements are available free of charge upon request.