WHO WE ARE
MoneyMasters Limited, is built on the philosophy of satisfying the financial goals of our clients while delivering excellent client service. The Team at MoneyMasters Limited is comprised of individuals with the passion, expertise and experience in investment management, securities trading, financial structuring, project financing and investment advisory services.
Providing project financing, quality investment and wealth management services are the primary goals of MoneyMasters. Our aim is to be exceptional in building and maintaining solid partnerships with holders of capital and those requiring capital. At MoneyMasters, we place our client relationships at the forefront of our business. We seek to build our client relationships on the principles of trust, partnership, a culture of innovation, development of team potential, spotting and sharing opportunities with our clients as well as superior execution.
“The secret to effective money management is using your funds to buy assets that will generate more money or cash flow in the future. Identify your wants and needs, then spend wisely to purchase your needs, make a grocery list when going to the supermarket, prioritise when shopping and teach your children how to manage their spending, achieving your financial success requires discipline”. By Claudette Crooks, President of MoneyMasters Limited.
MoneyMasters Limited, is an associate company of COK Sodality Cooperative Credit Union Limited.
As at July 1, 2020
|Mutual Funds||Fund Composition||NAV Price||12 Months Growth Rate||% Cal YTD Inc.||Yield (Estimated Yearly Income)|
|MML Growth Fund (JA$)||F||1.1227||6.38%||3.02%||6.85%|
|MML MoneyBuilder Fund (US$)||F||1.1024||3.30%||2.82%||6.13%|
|MML Equity Fund (JA$)||E||0.9894||-1.32%||-1.06%||3.99%|
Legend: F- Fixed Income, ○– Tax Free! (special conditions apply)
The Mission of MoneyMasters is to aggressively grow the resources of its stakeholders by working with our clients as trusted partners to create and execute winning solutions.
The vision of MoneyMasters is to be the number one investment house realizing the BIGGER financial dreams of our stakeholders.