Meet The Team
Our Financial Mentors have experience working in the community sector gaining valuable experience as financial mentors and educators.
They come from all walks of life from Arts, Accountancy, Education, Health and Commerce.
All advisors hold Certificates of Competency in Financial Mentoring issued by FinCap
Financial Mentor/MoneyMates Coordinator
I have been a Financial Mentor for the past 4 years, and Coordinator for MoneyMates for almost a year. Prior to this I have worked in Business, Accounting and Community Services environment.
I enjoy spending time with my daughters, and travelling both local and international. My combined work experience gives me better understanding to financial needs of individuals and families. In money mates I engage with groups and provide financial education with intentions to transform their lives and communities.
Financial Mentor/MoneyMates Facilitator
I became a financial mentor 5 years ago after a lengthy career in the teaching profession, including time spent teaching at primary, secondary and tertiary levels, and 10 years in an educational management position at the University of Waikato in Tauranga. I am committed to empowering people to develop their financial literacy so they enhance their wellbeing and improve their quality of life.
I have been a Financial Mentor for the past 5 years, and have background knowledge in banking, advertising and small business.
I enjoy the great outdoors, and love supporting the community to work with their Finances. I have previously been involved in MoneyMates delivery to young adults.
I have been a Financial Mentor for the past 10 years and it gives me satisfaction in assisting clients to better their financial position. Every client is different and so is the solution – these can include an Insolvency option, contacting creditors to re- negotiate payments, completing budgets, Kwisaver hardship withdrawals and many others.
Prior to becoming a Financial Mentor, I had 48 years banking experience and I feel this background assists me in dealing with clients.
Outside of work my interests include outdoor bowling and enjoying time with our grandchildren.
Get in Touch
To speak to one of our Financial Mentors or book an appointment