Facilitator Directory

Mary Lewis

Mary Lewis

Wellington

Phone: 0272301615

Email: mary@lewisfinancial.nz

Website: lewisfinancial.nz

Based in: Wellington.  

Broader area of facilitation: I live in Wellington but am often in Auckland, and I enjoy visiting different locations. I prefer face to face but can also deliver online.   

Sorted at Work courses I'm available to facilitate: Investor education, the two-hour and two-day Sorted Women programmes, the Money Bites series, plus the Retirement Planning and Introduction to Investing webinars.  

Professional qualifications: I’m a chartered accountant, financial adviser and accredited coach (NLP Master Practitioner), and have my own business delivering financial coaching, planning and advice.  

What inspired me to become a Sorted at Work facilitator: I’m inspired by the difference personal finance and knowledge makes to people’s lives, enabling them to make more informed choices and be more confident in their financial future.   

What people can expect from my sessions: A more confident relationship with money.  

What I enjoy most about being a Sorted at Work facilitator: I enjoy sharing my experiences in business and life, on a personal level, and helping people understand what’s important to choose now for a future in which success is more easily achieved.