Financial Adviser, Managing Director and Financial Planner
Carey is an experienced financial planner and Financial Adviser, CFP and CLU. She is passionate about working with people to achieve their goals and dreams. Having worked closely with clients since 1997, she has seen a number of clients successfully retire, and others where the insurance solutions that they implemented have worked successfully to protect them against illness and unexpected death.
Carey has engaged in ongoing professional development throughout her career, to ensure that her knowledge is as up to date as possible, to assist her clients. At present, Carey is studying a Law Degree (with Honours) at Waikato University part time. This study is assisting her in understanding the world that we operate in, and also in keeping up to date with the increasing compliance and regulatory requirements for financial planning firms in New Zealand.
As an experienced seminar presenter, it is important to Carey that she keeps up to date with all issues relating to financial planning and to liaise closely with Peter (Investment Research Manager) and Paul (Investment Research Associate and Insurance specialist) in the business.
As well as working with her clients and presenting seminars, Carey is the Managing Director of Moneyworks NZ Ltd. This involves running the business, ensuring all regulatory and compliance requirements are fulfilled and preparing the regular email client newsletters and the annual review documentation for our membership fee clients.
Carey and Peter have recently completed the build of their dream home in Cambridge and have relocated from Turangi to Cambridge in late 2016. As well as indulging in her passions for gardening, cooking and various types of exercise, Carey joins Peter on overseas cycling holidays – usually self guided and self supported. Carey is also an active member of the Rotary Club of Cambridge and is the project lead for the Rotary Cambridge Garden Festival fundraising event.
Carey’s registration number is FSP 86101 and Moneyworks is a member of the Insurance and Financial Services Ombudsman Disputes Resolution Scheme.
Originally from the UK and now proud to be a Kiwi, Sally is a qualified exercise professional and Oov accredited trainer, with over 7 years experience in the fitness industry. Every year Sally undergoes professional development to keep her armed with the most up to date information.
Spending her life participating in sport & with a thirst for understanding the best training methods & programming for each discipline along the way, Sally has had a hand in devising training schedules for various teams & codes, coaching running groups from ‘couch to 5k’, 10k & half marathons, coaching juniors at kayaking & for a time teaching children with disabilities to swim.
Sally has also worked with teams & individuals to compete in events, including Rowing, Iron Man, Running, Equestrian Games, Gymnastics, Cycling & Netball. As well as sport specific programming for both Running – 5k, 10k, Half Marathons , Marathons & cycling events.
Having an exercising husband with insulin dependent diabetes, Sally also has a hands on knowledge of dealing with this challenging condition. She also has experience in training individuals with Multiple Sclerosis & Downs Syndrome. Working alongside allied professionals, Sally has been instrumental in assisting recovery for various surgeries & injuries, including a head injury, breaks, strains & soft tissue damage.
For Sally, it’s all about the client & their goals. Her over-riding priority is to keep clients safe whilst empowering people to create sustainable change, within a supportive environment at their pace working towards a healthy balanced lifestyle.
Sally walks the talk and won’t ask anyone to do anything she’s not 100% sure they can do and never asks anything of anyone that she’s not done or prepared to do herself. She is an expert at designing measurement and goal setting plans, armed with ample sports & life experience to help support you to smash your goals!
As well as running her own mobile fitness training business, Sally works on the team at Moneyworks, as their in-house Wellness Coach – helping the Moneyworks team, their families and clients to get to and through retirement.
Sporting Life Experience:
- Swimming (representing her town)
- National level road Sidecar racing - as the passenger
- Rowing for both Derby & Nottingham & Union Rowing clubs in the UK
- Competitive Running at club level
- Touch Rugby
- Waka Ama
- Dragonboat at National championship level