Getting to Know...Carey Church
Who are you and what do you do?
As the managing director of Moneyworks NZ Ltd, I work with two other advisers and two support people to provide full financial planning services to our clients.
Apart from KiwiSaver-only clients, and a small business that we purchased, all of our clients have been through the full financial planning process. We have put in place financial solutions for those clients and around 150 of them have chosen to work with us on a ‘membership fee’ basis. We meet with them each year and work through their financial plan and track their progress in relation to their goals.
Our role is to educate our clients and to give them a framework in which to manage their financial life to achieve their goals.
The business has been run from Turangi since 1997 and we are in the process of moving to a totally virtual office, with our employees based in different locations. We travel a lot to visit clients and work with a range of Corporates, providing financial education to their employees.
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