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 and wealth
creation is to understand your hidden attitudes to money, and where they
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) and a Chartered
She is a member of the Institute of
Financial Advisers (IFA), the Institute of Chartered Accountants (ICANZ)
and the Institute of Directors (IoD).
A keen property investor, she belongs to
the Wellington and Capital Property Investors’ Associations. She is a
volunteer mentor with Business Mentors New Zealand, a member of Kapiti
Rotary Club, and is on the governing bodies of charitable organisations
which include Multicultural Learning and Support Services and the
Wellington Committee of the J. R. McKenzie Trust.
A disclosure statement for Liz Koh is
on request free of charge.