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Moneta Insurance and Investment

Financial planner · Waltham, Christchurch

What your customers see when they look for you, and where that puts you among 121 Christchurch insurance brokers.

ReportLocal marketing report
Checked12 October 2026
Your marketChristchurch insurance brokers · 121 businesses
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Executive summaryExclusive Marketbase business report

Moneta Insurance and Investment

Financial planner · Waltham, Christchurch

Where you stand#17of 121 insurance brokers
Overall health8.7/10across the eight areas
How AI describes youMarketbase business report

What AI tells people about you

Moneta Insurance and Investment is an insurance broker based in Waltham, Christchurch, offering personal insurance and investment advice for family and business needs. Operating since 1997, the team provides tailored guidance on life, income protection, travel and medical cover, and risk insurance, with a focus on personalised service from named advisers.

Moneta Insurance and Investment is an insurance broker located in Waltham, Christchurch, providing personal insurance and investment advice for families and businesses. The practice notes it has been operating since 1997 and presents itself as a local firm helping clients plan and protect their financial goals.

Services include advice and brokerage across life insurance, income protection, health and medical cover, travel insurance, and wider risk insurance needs. The team also assists with investment matters and financial planning tasks mentioned on the website, and they say they tailor recommendations to each client's situation.

Customers commonly describe interactions with specific advisers such as Matt, Lisa and Ben as personable and helpful. Reviews mention clear explanations, streamlined application processes, practical help with administrative tasks like onward superannuation transfers, and a focus on making insurance and investment decisions easier to understand and act on.

Locally, Moneta positions itself as a small Christchurch brokerage offering one-to-one customer service and hands-on support. The combination of longstanding local presence, named advisers, and client feedback about clarity and follow-through are referenced as part of what distinguishes the firm for clients seeking guided insurance and investment advice in the Waltham area.

ChatGPTGeminiGooglePerplexityClaude
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01Google listingMarketbase business report

Your Google listing

Moneta Insurance and Investment shows an above-average health score of 5.8 out of 10, reflecting solid listing basics with room for improvement. The profile already lists a website link, a claimed status, a valid title, an open-for-business indicator and a phone number, helping customers reach the business easily. The key finding is that descriptions and photos are contributing to visibility, but can be strengthened.

Strengths

  • ✓
    Open statusYour listing shows the business as trading, so customers see accurate availability and Google treats the listing as live.
  • ✓
    ClaimedYour listing is claimed, so you control what it says, you can reply to reviews, and edits suggested by the public come to you first.
  • ✓
    NameYour business name is showing on the listing, so a customer searching for you by name finds you, and everything else on the listing hangs off it.

Top three opportunities

  • 1
    Description lengthYour description is far shorter than what most businesses here have written, which means a customer comparing listings gets a line from you and three paragraphs from the business beside you.
  • 2
    Photos on the listingThere are more pictures on most listings around you than on yours, so a customer flicking between them gets a fuller look at the businesses either side of you.
  • 3
    Category fitYour category set covers less of this market than half the field, so there are jobs being searched for near you that your listing is not eligible to appear in.
11 checks on your Google listing. You're seeing 6 of them.
5.3Room to grow
9:41
Tiles © Esri
2
Moneta Insurance and Investment✓✓
5.0 ★★★★★ (63)
Financial planner · Waltham3
Open 5 days ✓
DirectionsCall Website
OverviewReviewsPhotosAbout
From the business

Personal Insurance and Investment advice for your family and business needs.

1
Google listingChristchurch insurance brokers · 121 businesses
You are #57 for your Google listing
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Google SearchGoogle MapsBusiness Profile
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02ReviewsMarketbase business report

Your reviews

Moneta Insurance and Investment shows a very high overall health on Google Reviews, with a 9.5/10 health score and a top rating. The strongest finding is a star rating in the top 10%, indicating exceptional customer satisfaction. Review volume and engagement are solid, with opportunities to push further into the top tiers through sustained service quality and active responses.

Strengths

  • ✓
    Star ratingYour rating is among the highest in this market and it does its own selling - a customer sees it before they read anything else.
  • ✓
    Response rateYou answer virtually every review, which almost nobody in this market does, and the page reads as a business that is present.

Top two opportunities

  • 1
    Review confidenceRating and volume together put you ahead of most of this market, which means a customer sees a well-rated business with enough reviews behind it to be believed.
  • 2
    Review countYou hold more reviews than most of this market - depth buyers read as proof.
4 checks on your reviews. You're seeing all of them.
9.2Strong
9:41
Moneta Insurance and Investment
OverviewReviewsPhotosAbout
5.0★★★★★63 reviews 2
5
4
3
2
1✓
insurance 25kiwisaver 9clear explanations 9understanding options 8easy to deal with 6health insurance 6
1How far your rating and your review count together can be trusted
T
TikTok F.★★★★★ · 2 months ago

I can give you a good score 💯

Response from the owner✓

Thank you. It was a pleasure helping you get the Parent Boost Visa insurance sorted.

N
Ned M.★★★★★ · 2 months ago

Response from the owner

Thanks for the 5 Star rating Ned!

Google reviewsChristchurch insurance brokers · 121 businesses
You are #11 for your Google reviews
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Google reviewsBusiness Profile
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03Map positionsMarketbase business report

Where you show up on the map

Moneta Insurance and Investment shows a modest overall health in Google Maps search with room to improve. The strongest performance is in city-based queries like "insurance agency in waltham" and nearby suburbs, where rankings sit in the top 10. The top opportunities focus on boosting aggregate visibility and strengthening the borough presence to move above the bottom quartile.

Strengths

Your first one is close. Sort an opportunity below and it moves up here.

Top two opportunities

  • 1
    Maps visibility across the city groupYou turn up across fewer of the surrounding suburbs than half the businesses here, so someone two suburbs over searching for your service is shown your competitors and never sees your name.
  • 2
    Maps visibility in your own suburbYou show up in local Maps searches less often than half your suburb, so on a search from nearby you sit below businesses a customer would otherwise treat as equal.
2 checks on your map positions. You're seeing both.
4.8Room to grow
9:41
1234Tiles © Esri
1Seen in 9 searches across Christchurch, top three in none
1
QuoteHub5.0 ★ (2) · Financial planner
2
imsure Insurance Advisers5.0 ★ (9) · Financial planner
3
Needham Heatley Insurance Brokers0.0 ★ (0) · Financial planner
4
Gerrards Insurance Brokers5.0 ★ (430) · Financial planner
↓
Moneta Insurance and Investment2Further down, below the first results
Map positionsChristchurch insurance brokers · 121 businesses
You are #64 for map positions
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Google Maps
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04Listings and socialMarketbase business report

Where customers find you

Moneta Insurance and Investment shows moderate overall health with room for improvement in social presence. The strongest progress is a very high-trust Facebook profile, reinforcing credibility, and an active Yellow Directory listing that helps local visibility. Primary opportunities to improve include adding active Instagram, TikTok, LinkedIn Company, GrabOne and Neighbourly listings to diversify reach and trust.

Strengths

  • ✓
    Having a Facebook page at allWe found your Facebook Profile page, and the trail is strong enough that nobody would question it is yours - it is linked from something you own, or it dominates a search for your name.

Top three opportunities

  • 1
    Instagram ProfileWe could not find an active Instagram Profile profile for your business, so a customer who looks for you there finds nothing.
  • 2
    Tiktok ProfileWe could not find an active TikTok account for your business, so anyone who looks for you there finds nothing.
  • 3
    Yellow ProfileWe can see the Yellow Profile listing (https://yellow.co.nz/y/moneta-579506031) found via: Google search results, but nothing on it tells us it is yours - no matching phone number, no matching address, and the name does not line up.
14 checks on your listings and social. You're seeing 4 of them.
4.9Room to grow
9:41
Gmoneta insurance and investment waltham
AllImagesMapsNews
FacebookMonetaWhatifPlanningMoneta Insurance and Investment | Facebook✓
Family Company Studiomoneta-insurance-and-investmenMoneta Insurance and Investment | Family Company Studio
Yellowmoneta-579506031Moneta Insurance and Investment | Yellow3
InstagramNo account found1
TiktokNo account found2
Listings and socialChristchurch insurance brokers · 121 businesses
You are #62 for listings and social
See how to fix all 3 →
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GoogleFacebookInstagramTikTokFamily Company StudioYellowYour website
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05Facebook pageMarketbase business report

Your Facebook page

Strengths

  • ✓
    Where your page link pointsThe link on your page goes to a domain that is yours, so a visitor who came for the photos leaves on your terms and the enquiry lands in your inbox rather than someone else's.
  • ✓
    A page address you choseThe address on your page carries your business name, so a customer told about you at a barbecue can find the page by typing what they heard.
  • ✓
    A phone numberA phone number shows on your page, so the person who found you on Facebook before they found your website can ring straight from it.

Top three opportunities

  • 1
    Recommendations on your pageNo recommendations sit on your page, so a stranger who came to see whether anyone else has used you leaves with only your own posts to go on.
  • 2
    People following your pageYour following sits ahead of half the pages here, so an ordinary post reaches a real local audience without you paying for it.
  • 3
    A cover photoThe banner across the top of your page is blank, which is the first thing a visitor meets and the quickest way for a working business to look half set up.
8 checks on your Facebook page. You're seeing 6 of them.
5.8Room to grow
9:41
facebook
3
MonetaWhatifPlanning✓
372 followers 2
FollowMessage
🌐 moneta.co.nz✓
☎ +64 3-338 1299✓
PostsAboutPhotosReviews
Facebook pageChristchurch insurance brokers · 121 businesses
You are #51 for your Facebook page
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Facebook
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06Your websiteMarketbase business report

Your website

Moneta Insurance and Investment shows a high on-page health score of 8.4 out of 10, indicating strong technical optimisation for the homepage. The most notable findings are a perfectly aligned meta description and a present favicon. The score also reflects a strong character count and no frames, supporting clear crawlability and messaging for local clients.

Strengths

  • ✓
    Domain HealthYour site answers cleanly over a secure connection, so a customer clicking through from Google lands where they expect with nothing in the way.
  • ✓
    Meta descriptionYour search summary sits in the length that reads in full on most screens, which is as far as length alone can take it - a narrow phone still cuts the tail off a line this size.
  • ✓
    Domain UniquenessYour web address is yours alone, so everything your site earns - links, mentions, search standing - accumulates under your name and stays with the business.

Top three opportunities

  • 1
    Separate sites linking to youOnly a handful of separate websites link to yours, well behind most of this market.
  • 2
    The shape of your link profileYour links come from fewer separate sites than most profiles the size of yours.
  • 3
    On-page scoreMost checks on your home page pass, so someone clicking through from a search gets a page that opens quickly and says what it is.
23 checks on your website. You're seeing 6 of them.
-Room to grow
9:41
🔒moneta.co.nz✓✓
✓Meta description
1Separate sites linking to you
2The shape of your link profile
3On-page score
Your websiteChristchurch insurance brokers · 121 businesses
Checked on
Your websiteGoogle Search
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07Google search and trafficMarketbase business report

How people find you on Google

Moneta Insurance and Investment shows an average traffic health score with mixed signals. Organic traffic value is mid-range and improving, while paid traffic is not yet measurable. The strongest near-term opportunity lies in building paid visibility and refining paid and organic strategies to grow customer reach and conversions.

Strengths

Your first one is close. Sort an opportunity below and it moves up here.

Top three opportunities

  • 1
    What you spend on adsWe can see no paid search activity for your site, which in most local markets is the norm rather than a gap.
  • 2
    Monthly ad visitsYour site receives no visitors from paid search, which for most local businesses in this market is the norm rather than a problem.
  • 3
    What that traffic is worthThe search visitors reaching your site are worth less than half the businesses here, so the people arriving are browsing rather than buying.
6 checks on your search and traffic. You're seeing 3 of them.
5.7Room to grow
9:41
G
AllMapsImagesShopping
21No ads from you on any search
Moneta Insurance and InvestmentNot in these results
3About 23 visits a month from search, across 19 searches
Google search and trafficChristchurch insurance brokers · 121 businesses
You are #52 for Google search and traffic
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Google SearchGoogle Maps
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08Opening hoursMarketbase business report

Your hours against demand

Moneta Insurance and Investment has an above-average temporal health score (6.5/10) but no city-level popularity data is available to map exact demand peaks. That limits hour-by-hour conclusions. Without the STRONG ALIGNMENT and MISSED OPPORTUNITIES details, the summary notes general alignment is unclear and recommends testing modest changes around common business-hour peaks (early morning, lunchtime, early evening) and tracking customer enquiries.

Strengths

Your first one is close. Sort an opportunity below and it moves up here.

Top opportunity

  • 1
    Hours aligned with demandWe could not measure your hours against local demand, which almost always means your listing shows no opening hours at all.
1 check on your opening hours. You're seeing it.
10.0Strong
9:41
Moneta Insurance and Investment
OverviewReviewsPhotosAbout
Hours 1
Monday9am-5pm
Tuesday9am-5pm
Wednesday9am-5pm
Thursday9am-5pm
Friday9am-5pm
SaturdayClosed
SundayClosed
Opening hoursChristchurch insurance brokers · 121 businesses
You are #1 for opening hours
See how to fix it →
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Your listed hoursWhen people search
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The next step

Your top opportunities, in one place.

These are your top 20 opportunities, from the 69 checks we run on every business. Tick any of them to see where it takes you.

01Google listing3 opportunities

02Reviews2 opportunities

03Map positions2 opportunities

04Listings and social3 opportunities

05Facebook page3 opportunities

06Your website3 opportunities

07Google search and traffic3 opportunities

08Opening hours1 opportunity

Where you'd stand#17of 121 Christchurch insurance brokers
9:41
Christchurch insurance brokersOverall · 121 businesses
You are #17 overall
Open my free 7 days →
The how for every one of these, and everything else we found, in the order that moves you fastest.
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