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Liz Koh is no ordinary financial planner. Sure, she can give you the best possible advice on how to manage your money and increase your wealth. But her mission is much broader. It’s to help you enjoy life—to the max!
Liz established her financial planning company—Moneymax—in 1999, after a successful career in management. Her practical, common-sense advice has led to a flourishing business and many referrals from her growing list of clients. She is in demand from newspapers, magazines and websites, and has published a best selling book—Your Money Personality: Unlock the Secret to a Rich and Happy Life, Awa Press, 2008.
After working with hundreds of clients at all stages of life, from young single people to retired couples, Liz is convinced that the first step to good money management, successful investment and wealth creation is to understand your hidden attitudes to money, and where they came from.
Liz has a Master's degree in Economics, a BCA in Accountancy and a Graduate Diploma in Personal Financial Planning. She is a Certified Financial Planner (CFP), Authorised Financial Adviser (AFA) and Chartered Accountant (CA)
She is a member of the Institute of Financial Advisers (IFA), the Institute of Chartered Accountants (NZICA) and the Institute of Directors (IoD).
A keen property investor, she belongs to the Capital Property Investors' Association. She is a volunteer mentor with Business Mentors New Zealand and a member of Kapiti Rotary Club.
A disclosure statement for Liz Koh is available on request free of charge.