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Moneyworks Team

Carey Church, Financial Adviser, Managing Director and Financial Planner at Moneyworks
Carey Church is a trusted advisor of Financial Advice, New Zealand

Carey Church

Ethical Investments Adviser, Financial Planner and Managing Director 

Carey is an experienced Ethical Investments Adviser and Financial Planner, CFP and CLU. 

She is passionate about working with people to achieve their goals and dreams.  She is also passionate about ethical investing. 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.

Carey completed her United Nations Principles for Responsible Investment (UNPRI) Foundations in Responsible Investing Certificate in 2021 and is a Responsible Investment Association of Australasia Certified Financial Adviser.

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) 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 from time to time, self supported.  

Community and Ethical passions.

Carey is an active member of the Rotary Club of Cambridge and is the project lead for the Rotary Cambridge Garden Festival fundraising event. She set up U3A Cambridge in conjunction with two other people in 2022, to bring the opportunity for ongoing learning to Cambridge people.

Previous community involvements have included belonging to Rotaract in Cambridge and Adelaide in the 1980's, Rotary in Auckland in the 1990's and being a Trustee of the South Pacific Bone Marrow Transplant Unit Charitable Trust - working to build the transplant unit at Auckland Hospital in the mid 1990's. She also set up a women's networking group in Turangi in the early 2000's.

Carey has been passionate about how people are treated (particularly in the workplace and as customers) for decades, which is reflected in the values that have seen Moneyworks achieve B Corp status in 2022.

Carey’s registration number is FSP 86101 and Moneyworks is a member of the Insurance and Financial Services Ombudsman Disputes Resolution Scheme.

 Peter Church, Financial Adviser, Financial Planner and Investment Research Manager at Moneyworks
Peter Church is a trusted advisor of Financial Advice, New Zealand

Peter Church

Ethical Investments Adviser, Financial Planner and Investment Research Manager

Peter is an experienced Financial Planner and an Ethical Investment Adviser and CFP. After beginning a career in accountancy and getting half way through a Bachelor in Business Studies, Peter chose to pursue a lifestyle career as a professional fly fishing guide.

Over the next twenty years, Peter established a worldwide reputation as a leading fly-fishing guide. During this time he worked with international, self-made businesspeople, successful CEOs and Corporate Managers.

This gave him a strong appreciation of the value of prudent money management, protection and the results of setting and achieving goals. While still guiding, in 1997 he established Moneyworks with his wife Carey. Peter was heavily involved in the strategic direction and management of Moneyworks, becoming Research Manager in 1998, learning about relevant issues relating to financial products and the industry in general.

In addition to his passion in helping his clients achieve their goals and dreams, Peter leads the investment research function of Moneyworks. Peter was a participant of an external investment committee from 2009-2015 and has incorporated that experience into leading the internal Moneyworks investment committee.

He undertakes extensive and ongoing research into the investment solutions offered to our clients, and into the international economic and financial environment.

Peter brings a strong client service ethic, an enquiring mind and a love of working with people to his roles of Financial Planner and Ethical Investment Adviser. Peter is also passionate about educating clients and assisting them in understanding the financial issues facing them.

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 his passions for fishing,(helping Carey with gardening chores), playing cricket with the 'ancients' and various types of exercise, Peter joins Carey on overseas cycling holidays – usually self guided and self supported. 

Community Service and Ethical passions

Peter is the Secretary and Treasure of Cambridge Cricket, which he carries out along with other volunteer work in the Cambridge Community. Reflecting his passion for the environment, Peter has been involved in several working groups looking at the environmental impact of changes to fishing and environmental regulations.

Peter’s registration number is FSP 86201. Moneyworks is a member of the Insurance and Financial Services Ombudsman Disputes Resolution Scheme.

Paul Swarbrick, Financial Adviser, Financial Planner and Investment Research Associate at Moneyworks

Paul Swarbrick

Ethical Investments Adviser, Financial Planner and Investment Research Associate

Paul is an Ethical Investments Adviser and a Financial Planner. He works with Moneyworks Membership Fee clients to help them achieve their ethical investing and financial planning goals, including looking at their investments, KiwiSaver, cashflow planning and retirement savings arrangements as well as with some other clients to help them ensure that their insurances, and investment options are appropriate for them.

Paul joined Moneyworks in 2012 from a long career in banking, finance and commercial financing. During this time he assisted many clients to arrange finance for their homes and projects and had a stint in Papua New Guinea in Sales Management.

Paul has worked with insurance clients for the last 14 years and provides us with his valuable knowledge of the new and innovative insurance solutions available in the New Zealand market and with Membership Fee Clients for the last ten years.

Paul has recently relocated to Cambridge from Auckland. His daughter Grace and grand-daughter Mia live in Auckland and Grace works for Moneyworks as our Administration  Manager. His elder daughter Chloe has completed a BA and a Law Degree (LLB) at Auckland and is now a Member of Parliament.

Apart from spending time with his daughters, Paul spends time trying to improve his golf handicap.

Paul’s registration number is FSP 410766. Moneyworks is a member of the Insurance and Financial Services Ombudsman Disputes Resolution Scheme.

Grace Swarbrick, Administration Manager at Moneyworks

Grace Swarbrick

Administration Manager

Grace joined Moneyworks as our Administration Manager in 2021 and works part-time.  While Millie Moneybot (our robot) does most of the routine administration, there are still a number of things that need to be done by a human, and Grace is helping us by taking the load of advisers, enabling them to spend more time with their clients and researching and analysing investments and financial solutions.

Grace was previously the Office Manager at Cityside Properties,  where she looked after the handling of the clients, organising the schedule, managed all staff and contractors, handled new contracts, quoted new jobs, looked after the H&S side of things of the company and organised the meetings, and handled all complaints / issues that arose within the company.

Grace lives in Auckland with her daughter Mia and partner Bailey (and is related to Paul, our adviser). When Grace isn't spending time with her family, she enjoys playing netball.

Community involvement

Having previously volunteered in assisting with collecting donations for Breast Cancer, in 2022 Grace began volunteering with our partner, Mindful Money, assisting with managing their Instagram feed.

Sally Mellor, Wellness Coach & Mobile Fitness Trainer at Moneyworks

Sally Mellor – Wellness Coach & Mobile Fitness Trainer

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:                                                                        

  • Gymnastics,
  • Swimming (representing her town)
  • Hockey
  • Karate
  • 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
  • Kayaking
  • Waka Ama
  • Dragonboat at National championship level
  • Cycling

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