Meet The Team
Our mission is to transform generations of New Zealand families with financial education and advice.
We are a team of financial coaches who journey with our clients to give them and their families a secure financial future.
We’re not a bunch of lone rangers. Our team environment means everyone has the support they need to grow!
Our Team Members
Jeff Elias
Founder & Wealth Strategist
Winner of the 2016 Professional Advisers Association New Adviser of the Year, Jeff worked previously as a mortgage debt reduction specialist and has an intimate knowledge of mortgages. He likes to look for creative solutions where required and enjoys showing people how to structure and pay their mortgage off quickly.
Jeff loves working with and spending time with his wife, Jacque, and is a father of five. He also enjoys tennis and walking his dog, Chase.
Jacque Elias
Managing & Programme Director
Jacque’s personal mission is to bring hope to families. Whether it was through her previous careers in speech therapy and children’s ministry or in her current role as Managing & Programme Director, the wellbeing of families is where her heart is.
Through her own financial literacy journey, she has managed the finances of businesses she has owned as well as transforming her personal finances from desperate to thriving. She enjoys spending time with her husband and four bonus children and has been known to sing and dance a bit too.
Charily Tan
App Content Specialist
Charily is an App Content Specialist who brings creativity and precision to managing digital content and community engagement. She plays a key role in maintaining the look, feel, and flow of the app experience—creating visuals, editing content, and shaping posts that connect with the community.
Her eye for design and attention to detail help deliver a seamless and engaging user experience.
Outside of work, Charily’s passion for creative expression—especially through cosplay and pop culture—continues to inspire her work and adds a fresh, artistic perspective to everything she does.
Michelle Domenghini
Client Care & Compliance Manager
Michelle’s favourite roles are service-based. She finds helping people rewarding and fulfilling, and has spent a lot of time studying how they work. In her spare time, you’ll find her connecting with friends and family, studying and experiencing new places.
Michelle is inspired by learning and believes our potential grows as we grow, so there is always more to experience.