The Money Men began when two mates left their traditional financial advice firm to create a movement to financially educate everyday New Zealanders.
The finance industry can be very transactional. People don’t like to be sold to. We know this. We also know there is a massive lack of financial education in New Zealand.
We thought, why not create a business designed to give away good, free information and make it as easy as possible? That way people can make their own informed decisions when it comes to their money.
This lead to our radio segment on The Rock FM with Jay & Dunc – Giving financial education to the nation.
We are now a non-traditional finance “firm” that actually cares. We have a solid team of genuine people that give genuine advice. No hard to understand jargon here.
The Money Men team are here to help Kiwi’s be better with money and improve the financial literacy of all New Zealanders.
Kalé’s professional life has produced a comprehensive view on business. His experience ranges from running and growing an existing New Zealand charity, to developing and selling his own ventures. It was his involvement with one of New Zealand’s largest adviser firms that solidified his desire to create something that is driven by good values. Kalé’s ambition is to accelerate financial progress for all Kiwi’s, create generational wealth and help Kiwi’s enjoy a better quality of life.
He wants to deliver an experience that makes people eager to learn and progress their own understanding about finance. He believes the key to achieving his goal is good, unbiased information and useable solutions so more kiwis can build the future they want.
When he’s taking a break, Kalé can be found eating sashimi, sub standardly swinging a golf club, or spending time with his wife & son.
Email: kale@moneymen.co.nz
Phone: 021 582 632
Lucy’s background and current role highlight her deep commitment to high standards in client management and business efficiency. Transitioning from working on superyachts to a career in financial services, including 5 years at a major bank, revealed to her that a large bank could not meet the personalized service standards she valued. This led her to a smaller, client-focused business where she could make a more meaningful impact.
Lucy oversees the compliance of The Money Men whilst ensuring we are offering a streamlined & efficient process for our clients across the business . She also oversees our Insurance team managing the client experience from applications stage through to Claims ensuring the client is a the front and centre of all that we do.
Outside of work you will find her outside on the sunny Hibiscus coast trying to tire out her 6 year old son or down at the Crossfit box.
Clark has always had a drive when it comes to finance – starting his own investment portfolio at the age of 15. He went on to study a Bachelor of Commerce majoring in Finance and Management at Victoria University, where he gained valuable knowledge but also many of the core values that The Money Men was founded upon.
Clarks’ aspiration is to get Kiwis in a better financial position through the use of investments as a tool to grow their wealth. KiwiSaver is the ideal starting point to not only grow a person’s wealth, but for them to learn how markets work, something he believes we should have been taught at school but never were. Clark believes the best way to achieve this is to share his knowledge with clients so that they can make more informed decisions for themselves.
When he’s not in the office Clark can be found at the boxing gym, on the golf course failing to improve his game or catching up with mates.
Lauren has worked in the Insurance industry since she was 18 years old, initially working for one of New Zealands largest Insurers, she has an extensive understanding of the New Business, Underwriting and Adviser Support departments and this helped pave the way to jumping over to an Adviser Support role both in Australia and New Zealand and now venturing out as an Adviser herself after completing her qualification in Financial Services, Life and Health.
Lauren is passionate about ensuring clients are getting the best service, advice and support. Lauren has an incredibly broad understandng around the importance of having the right cover in place and having someone on your team when it comes to getting claims approved as she has seen firsthand how this has impacted the lives of those affected, both personally and professionally.
In Laurens spare time (if there is any) she will be enjoying her family time with her husband, two daughters and the family pets, she loves socialising with good friends, exploring our back yard or treating herself with yummy food.
Nitend is a qualified financial adviser with over 12 years of experience in the banking and finance industry.
Passionate about helping Kiwis fund their dreams, he specializes in mortgages and offers valuable insights to guide clients through their financial journeys. As a property owner himself, Nitend understands how crucial personalized advice and exceptional service are, whether you’re purchasing your first home or expanding your investment portfolio. Approachable and client-focused, he builds strong partnerships between clients and lenders, ensuring a smooth process for all.
Outside of work, Nitend enjoys spending quality time with his wife and daughter, and can often be found playing soccer with his mates
Nick specialises in both mortgages and KiwiSaver, with a clear focus on making complex financial decisions easy to understand. His approach is personal, helping clients define their unique goals and crafting strategies that ensure long-term success. Whether you’re buying your first home, upgrading to your forever home, or optimising your KiwiSaver, Nick is dedicated to guiding you with clarity and confidence, ensuring your financial future is secure.
With an MBA from Massey, specialising in investment and risk, Nick is a seasoned value investor and uses derivative trading to manage his portfolio. His passion for finance began at a young age, inspired by books like The Richest Man in Babylon. Now, Nick combines that passion with practical expertise to help clients make the most of their money. When he’s not working, you’ll find him hitting the gym or enjoying life on the Hibiscus Coast.
It’s a simple process:
We can do everything online via our secure portal, do online meetings or happy to get out of the office and catch up.
We will talk to you about your financial situation and how you can improve it for as long as you like because its what we do.
Typically our initial conversation is 10 -15 minutes and then its about gathering the info for you and putting together a recommendation.
Next session is 30 -60 minutes where we run you through your options (zoom or in person).
Next we catch up and get the applications out the way, we actually try avoid paper work where we can and use faster and easier online applications (like our client portal which works for insurance, mortgage and kiwisaver so you don’t have to repeat yourself (zoom or in person).
The next catch up is typically just to confirm the outcome of your applications and that everything is in place which could be anything from an email to a 30 minute conversation depending on what it is.
We are here to help you when you need it so our team is always only a phone or email away.
Typically we like to have an annual catch up to make sure things are on track and you are happy. Life is busy though and for those people that want minimum contact the least you will get from us is an email that takes 2 minutes where you tick through options which includes if you want contact or not and lets us know if you have had any significate lifestyle changes (so 2 minutes a year if that’s what you want).
Typically we speak to our clients a couple of times a year due to the numbers of things we are managing for them.
Absolutely. We are governed by the privacy act and absolutely respect the fact that we are dealing with our clients very private and confidential info around health and money.
You can jump straight into an online application portal (click log in at the top of the page) and tell us how we can help.
Call 0800 888 482 or flick us an email at support@moneymen.co.nz and one of our team of advisers will be in touch.
Typically for the majority of the advice we give you will be free and disclosed upfront with your adviser before anything is done.
We are actually governed by the Financial Markets Authority and any fees will be disclosed upfront. For most of our services they are free as we are paid by banks, insurance companies and kiwisaver providers which gives us the ability to be independent.
We may charge a fee for additional services like advanced help with Money Management but again this will be discussed upfront with you prior to any advice commencing.
We are passionate about helping kiwis be better with money which is why its our core purpose.
Not everyone is the same and has the same ambitions so we help people create the wealth they are looking for.
We are passionate about all things financial and practice what we preach.
We are lucky we get to see soo many peoples financial situations and habits good and bad so over the years we have refined what works and what doesn’t.
We are experts in what we do We have a strategic network of trusted professionals ready to help you at every term if there is anything we can already sort for you.
We are client centric and service driven.
Most importantly you need to choose a financial adviser that you can relate to, is qualified to do what they do, practice what they preach and maybe a company with lots of happy customers and a nationwide radio show!
Typically 2-4 sessions.
We are located in Orewa, north of Auckland.
We like to get out though so often travel around the greater Auckland area.
Since Covid we moved everything online though and with the nationwide radio show we are used to dealing with people all over the country!
So if you’re not located in Auckland, we can always catch up over Zoom!
