Welcome to
Money Works Group
Reinvent Your Tomorrow
Safety-first planning to preserve lifestyle and confidence.
We help people who are recently retired — or nearing retirement — plan safely and clearly so you can maintain your lifestyle and financial security.
What if you could feel completely at ease knowing your money is protected and your plan is built for the long run?
The problem we see
Too many retirement consultants push products that serve big companies first. Your needs should be front and center—always.
How we’re different
We deliver big-firm capability without big-firm overhead—so more of your nest egg stays with you, not in fees.
Our promise
We’ll listen first, address your fears and goals, and build a plan that keeps safety and clarity at the core—today and for your legacy.
Understand
We clarify what matters most, map resources and risks, and align your income plan with your lifestyle priorities.
Imagine
We model “what-ifs” to stress-test your plan—market swings, inflation, healthcare—and explore ways to expand your spending power.
Create
We implement the right products and strategies, minimize fees and complexity, and keep safety front and center.
We put your money to work for
as much interest as possible whilst you’re alive and ensure your family is taken care of long term, with the help of retirement plan consultants.
Enduring relationships with respected providers.
We have enduring business relationships with many respected providers including:
Along with their trusted partners and providers, MoneyWorks Group™, retirement plan consultants,
has been serving the community with financial literacy for a
combined 125 years.
When you work with us, we move through three phases
A collaborative path designed to keep safety, clarity, and your peace of mind at the center.
Understand
First, our retirement plan consultants talk with you at length to understand exactly where you are at this stage of your working life and to learn more about you. We listen to your wishes, goals, needs and future plans. Everything is important at this stage, as we want to get to know you.
Imagine
Then, starting with where you are today, together we envision your future life and what it will look like. Your future happiness and peace of mind is always our number one priority, so we will ensure that you have safety and security as your foundation when designing your future.
Create
Now we look at what your future financial life could be with various options and with different scenarios. This is where we seek to optimize your life with as much financial freedom as possible so that you can live the future life you want.
Client Stories
Hear from some of our wonderful clients whom we’ve already had the privilege to serve.
David Duston
When you’ve met David, you’ve met a friend for life.
David Duston, founder of MoneyWorks Group™, has been helping others learn how money works for years. Holding a Life and Health Insurance License in Texas, David is a strong advocate and leader in the teaching of financial literacy.
He has many years of experience in successfully helping business owners and entrepreneurs; educating others on personal stewardship; and consulting across retail, marketing, and professional networking.
He is a strong advocate and leader in the teaching of financial literacy and helps people save millions of dollars by using accounts that can reduce, defer, or even eliminate taxes—both during market gains and when markets collapse.
Integrity, trust & alignment
Integrity, trust and alignment are very important to us, so this is our guarantee to you:
- We will always act in your best interests and put you FIRST.
- No misfit products. We will not provide products that are not exactly right for your retirement needs and personal financial security.
- Total clarity. You will always know where you stand with your retirement funds and investments, and any changes will be transparent and clearly explained.
When you partner with the MoneyWorks Group™
You can expect great customer service and personal attention to ensure you are listened to and your dreams and wishes for your future are acknowledged.
We will address any fears and concerns you may have about your financial future as you take the journey into retirement. But above all you will be shown exactly how to set up your financial future for optimum safety and peace of mind.
David is always eager to educate individuals personally to make their business and financial goals a reality while building positive long-term relationships.
Others will say that “When you have met David Duston, you have met a new friend for life.” His passion for making connections is just one of David’s keys to success.
Have you any idea what our national debt is—and what it means for you?
We monitor the debt so you can plan with clarity and confidence.
Knowing where the debt stands today helps inform how we position your retirement for safety, income, and taxes—through all parts of the cycle.
If the live ticker doesn’t load, we can review current figures together during your consultation.
We believe in empowering you through knowledge and experience.
One of David’s passions is ensuring his customers are educated about the products available in the market and what they can do to minimise risk whilst maximising the safety of their capital.
Instead of being treated like a number, the team at MoneyWorks Group™ will take the time to listen to you and ensure all of your needs and desires are considered as you plan for your tomorrow.
We look forward to being of service to you.
