Facilitator Directory

Based in: New Plymouth. 

Broader area of facilitation: Online nationwide, and face to face in Taranaki and Hamilton. 

Sorted at Work courses I'm available to facilitate: All of them. 

Professional qualifications: A Postgraduate Diploma in Business Studies, endorsed in personal financial planning, plus three decades of expertise in banking, finance and investing. 

What inspired me to become a Sorted at Work facilitator: For me, helping others take control of their financial futures is truly inspiring.  

What people can expect from my sessions: I’m able to unveil the secrets of wealth creation and offer invaluable insights into the world of finance, providing the strategies, tools and mindset required to navigate the ever-changing landscape of investments, savings and retirement planning. Participants gain access to a wealth of knowledge, practical advice and actionable steps to help them build a solid financial foundation. 

What I enjoy most about being a Sorted at Work facilitator: I love taking people on a transformative journey towards financial prosperity, and paving the way to a brighter, more secure future for them and their loved ones.