Profile
Financial Adviser, Managing Director and Financial Planner
Carey is an experienced Financial Planner, 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) and Paul (Investment Research and Insurance Research) 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.
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 a member of the Cambridge Rotary Club.
Carey’s registration number is FSP 86101 and Moneyworks is a member of the Insurance and Financial Services Ombudsman Disputes Resolution Scheme.