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Our Team
We are fortunate to have financial mentors who have the necessary social, economic and financial literacy and practical understanding of how the labour market and various forms of employment impact on individuals and families.
Our financial mentors
Marg
I have been involved in the sector for over 20 years, first as a volunteer then a paid employee. I am passionate about helping people to sort out their finances and achieve their goals. My area of expertise is around small business having completed a Diploma in Business and having run a small family business with payroll, administration tasks etc. My interests are in small business, the importance of KiwiSaver, savings in general, first home buyers, tenancy issues, planning for retirement, working with seniors.
Frances
I have a background in social work and firmly believe that “knowledge is power”. As a financial mentor this means ensuring people can be in control of their finances, have a financial plan and the information to make the best decisions.
Financial resilience just means MORE choices; for day-to-day budgeting and our goals & dreams.
I enjoy working to ensure my clients are treated fairly & respectfully by banks, creditors, statutory organizations etc.
