In addition to our three advisers, Moneyworks has two experienced and knowledgeable Client Services Managers.
Karol Good, joined Moneyworks in 2005 and Mereana Aranga joined in 2007.
Karol and Mereana work closely with our clients to sort out all the administration aspects of your financial planning. This involves putting together our annual reviews, and carrying out all the administration related to Investment portfolios, KiwiSaver, mortgages and insurance applications, changes and claims. Karol and Mereana are able to assist with many of your queries, but are not advisers, so cannot give you advice.