Meet the Team
Our mission is to transform generations New Zealand families with financial education and advice.
We are an award-winning team of financial advisers and 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.
Founder, Mortgage Adviser & Coach
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.
Director, CEO & Coach
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 CEO, 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.
Throughout Faith’s career she has always strived to exceed clients’ expectations. She has a wealth of knowledge that she gained from working for several years at a major bank as a Business Banking Manager. Faith is an expert in residential, property development and commercial lending. She finds it exciting to play a part in helping her clients fulfil their home ownership dreams. In her free time, when the Wellington weather is nice, she enjoys going for nature walks, fishing and hanging out at church.