With over 18 years’ experience in the banking and finance industry, Racheal brings a wealth of knowledge, genuine empathy, and a steady, practical approach to her role. Since joining the firm in 2021 as an adviser assistant, she has gained hands-on investment experience while working towards her adviser qualification. She now specialises in providing high-quality, no-nonsense KiwiSaver advice.

Racheal is passionate about helping people get the most out of their KiwiSaver. As a mum, she understands the importance of planning for the future and brings that same focus to her clients. She explains things in plain, everyday language and enjoys showing how small changes can make a meaningful difference over time.

Being local, Racheal offers clients a friendly, approachable point of contact they can trust. She focuses on building strong, long-term relationships and works in partnership with clients to support them through each stage of their KiwiSaver journey.

Outside of work, Racheal enjoys spending time at the beach with her family, heading out for a fish when she can, and getting creative with resin artwork. Much of her spare time is also spent on the hockey sidelines, cheering on her two teenage daughters.