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Tracey Munns

CEO

Tracey Munns is an engaging and energetic business person widely experienced in all aspects of the financial services industry. She holds a Bachelor of Commerce and is a Registered Financial Adviser. Additionally, she has been a specialist in residential mortgage lending for homeowners and residential property investors for nearly two decades. She is also a skilled public speaker in the field of financial improvement, an acknowledged expert contributor to numerous publications, and acts as an advisor to companies publishing articles and books about financial concepts in New Zealand.

Her experience means she has seen the highs and the lows of the economic cycle and witnessed the impact of bad financial management on people and their families. Her goal is to provide New Zealanders with key financial strategies necessary to lead more successful and prosperous lives.

Core Team

Chris Vale

Head of Development

Khim Luong

Operations Manager

Lance Navarro

Marketing

Advisers

Tom Smallridge

Customer Care

Darryl Philpott

Financial Adviser

Sam Beaumont

Financial Adviser

Carol Barnard

Adviser Executive Assistant