MEET THE TEAM
Money Empire’s main focus has been transforming people’s lives, taking a holistic approach to understand people’s finances. We didn’t want to focus on transactions and sales. We wanted to focus on changing the lives of our clients. What started as Manage My Money over in Australia, morphed into Money Empire in New Zealand way back in 2013. Money Empire has grown to encompass a range of Financial Advisers, covering everything from property, insurance, or even the basics of budgeting.
The team are based in a groovy office in Ponsonby, Auckland, but we’re doing business all over the world.
Goran’s impressive journey began in the finance industry as early as 2014, working in insurance as a broker support. Focusing on fire and general, he took this time to learn the ropes of client service, client care, and understanding domestic fire and general products. Goran put in effort to meet people inside and outside of the industry to broaden his knowledge and this was a resounding success! Meeting the masterminds, Jess and Kayne, behind Manage my Money, Goran understood the dream of doing things a little differently to best help clients.
In 2016, the opportunity finally presented itself when Manage my Money became Money Empire, and he was cherry-picked to come over. Goran broadened his horizons and jumped at the chance to be a financial adviser, transforming people’s lives from a holistic level. At Money Empire, he’s learned everything about banking, lending, finance, and policies. He has recently stepped into a new leadership role at Money Empire, furthering his career and pushing himself to take on challenges at running the business.
Goran is ultimately a people-person, and is a great go-to for all things financial. In his free time, he spends his days with his family and children, and loves a low and slow barbecue. He’s also really into music, so if you have any recommendations, send them his way.
Isa spent 15 years playing professional rugby in both Ireland and New Zealand, returning home to New Zealand in July 2018. Moving to the role of a financial adviser seemed like the next logical step once his career had finished, realising there was a gap in the market for people and leadership. Moving into a leadership position in the company, he takes pride in the challenge of building a growth mindset in the team. Isa relishes the challenges of building an excellent team dynamic at Money Empire as it ultimately benefits the clients. Isa met the founders of Money Empire many years ago, so knew he was coming to work for great people with great values.
After spending so much time in the professional sports industry, Isa has seen the positives and negatives of how athletes and their families are impacted by their often-short careers. Having a young family of his own, always having one eye on the future and protecting his family is important to him. Isa looks after a lot of offshore clients based around the world, from the USA, to Japan, to Europe, and all the way back to New Zealand.
Isa is looking forward to working with people from all walks of life and is eager to help people achieve their financial goals and future dreams. When Isa is not working he enjoys spending time with friends and family, surfing, coffee and American BBQ’S.
Lisa’s serious financial savviness comes with being a senior adviser for over five years. Previously working at one of the big banks for nine years, she has been accumulating incredibly valuable knowledge from all angles.
Carving out her space as a first home buyer guru, she has been upgrading the lives of her clients to get them into their first family home. Some of Lisa’s clients have been working with her since the beginning of her own financial adviser journey, and she’s giving them a leg up on their next property or an investment property.
Fastidious and organised, Lisa approaches every aspect of her life with the same level of detail and attention. At her most relaxed, she is enjoying the company of her family and friends, firing up the barbecue or spending sweet, quality time.
In her free time, she is planning for her wedding in Feb 2022! She’s also bought herself a new property and is doing some classic DIY, so she really gets what it’s all about. When she’s not busy doing these mammoth tasks, or with clients, she is kept on her toes by her two wonderful daughters Chloe and Courtney.
Coming from a family of Financial Planners and Bankers, Rosy would say that risk management and all things finance are in the blood. Making the move to Insurance Advising made ‘cents’. After 5 years in the fitness industry helping people to better their physical health, Rosy decided to use her people skills and passion for helping others to create prosperity in their financial health. Rosy has studied up to Postgraduate level at University and is always looking for ways to enhance her learning to ensure she provides great advice to customers.
At the centre of her work philosophy is a ‘best for client’ approach, where Rosy believes it is important to have a well-structured risk management plan to make sure her clients are protected appropriately.
Outside of the office, Rosy is kept on her toes by her niece, nephews, and Rupert the poodle. You’ll also find her outdoors, carving down ski slopes, diving through waves, or exploring one of our beautiful regional parks – her favourite is The Abel Tasman.
Only a few years ago, Neve joined the Money Empire team as client service coordinator. After learning the ropes and taking a genuine interest in bettering client’s lives, she took the plunge into studying to become a financial adviser. Neve’s genuine interest in the financial industry has served her in good stead, as she pushes forward into learning every aspect, from property purchasing and development, to insurance, to even learning the basics of budgeting.
She’s enjoyed watching people feel the success of buying their first property, grow as an investor or developer, or even understand the importance of insurance. Neve loves the fact that the team at Money Empire are a little different from the usual financial advisers, and wants to follow this trend.
Outside of the office, you’ll see her at the beach. She loves to go surfing in the waves, sunbathing in the sun, or seeing her family and friends. Neve has a passion for travelling, carving out the slopes on her snowboard, or the latest fashion. Fitness is another passion, going to the gym or doing bootcamps.
Australian export Jess has been at the helm of managing Money Empire, focusing strongly on operations and compliance. With her background in law and finance back across the ditch, she’s been well equipped to manage the company, with an emphasis on giving the best services to clients.
Jess is hugely proud of what Money Empire does, and has a passion for giving the best customer experience for clients. She wants everyone to build their own empires and ultimately feel proud of their financial situations. Her real expertise shines through to better refine processes without detracting from the quality work Money Empire never ceases to provide.
Another passion close to Jess’s heart is Calisthenics, something she’s been involved in for 25 years. It’s a dance sport that isn’t really known outside of Jess’s homeland, so she’s working to change that! She teaches a Calisthenics class every week here in Auckland, with a group of young girls eager to learn more.
Jess has recently taken a step back to have another family member! Moving forward she will be part of the overarching strategy, instead of being in the thralls of the day to day operations.
Kayne is one of the co-founders of Money Empire with over ten years of industry experience behind him. Having spent seven years in the Australian Industry as a financial planner he then headed home to passionately create and build from the ground up Money Empire.
From Kayne’s perspective, Money Empire fills a giant gap in New Zealand’s financial advice sector. The average Kiwi doesn’t have the right tools provided when it comes to financial know-how. Kayne’s making sure that Money Empire does what it can to tailor its offerings so that people get what they need – both in terms of product and education.
He’s a statistics buff and a sports fanatic. Rugby’s very close to his heart, and he’s an ardent supporter of the All Blacks and the Blues. If he wasn’t in the financial advice sector? Kayne reckons he would be involved in property developing, creating homes that are in desired locations at affordable prices. Property is always a good investment, after all!
With the growth of Money Empire and what this company is wanting to achieve, Kayne has stepped back to team up with Jess in a strategic and management perspective. This will provide more opportunities to grow the business and supply a full service offering.
Our Marketing Specialist, Lydia, brings a wide range of experience from different marketing areas, ranging from digital, to brand, to retail. Using her passion for creativity, strategy, and research, she is the brain behind our client-oriented marketing creation and plans. She is a big fan of understanding the financial system and how it impacts our everyday lives. There should be no paywall on knowledge!
She’s a big fan of seeing how things work and using data to instruct how to best bring a plan to life. Previously working alongside some massive clients in advertising both inside and outside the financial industry, she’s gained helpful insights on human behaviour.
Outside of work, Lydia loves to throw herself into exercise, books, gigs, and what’s cooking up a storm in the food world. She loves her family and friends, so you will often see her out and about with them. Lydia has travelled to over 20 countries and is hoping for the next chance to travel internationally again!