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Rachel Leutele
email: rachel@moneymaverick.nz
Strengths
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Budgeting
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Money Mindset
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Financial goal setting
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Getting out of debt
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Financial direction
Rachel is a mum of two with a diverse journey into the world of finance, driven by a deep passion for helping others.
Her financial journey began out of necessity, learning to survive on a single income against all odds. This commitment to financial wellbeing inspired her to extend her knowledge beyond her family to the community, leading to the creation of her finance Instagram, @the_savvy_saver, where she shares valuable insights on surviving and thriving amidst the rising cost of living.
Qualified in law and business accounting support, Rachel excels in breaking down complex concepts into digestible information, making her a standout in her new role. Currently studying to become a financial adviser, she aims to further empower her community to achieve financial success.
Rachel is enthusiastic about engaging with the community, providing support and guidance to help others navigate their unique financial journeys.
Scott Innes
email: scott@moneymaverick.nz
Strengths
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Retirement planning
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Redundancy
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Insurances
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Mortgages
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Investments
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Anything else
A Risk Adviser with Mortgage Bliss in Whakatāne, Scott is committed to engaging locally with his clients, helping them navigate the complex world of insurance.
As he got more embedded locally, Scott sought opportunities to better contribute to the community.
When the opportunity arose to become part of the Money Maverick team - separating all products and advice to support financial wellbeing holistically, Scott jumped at the opportunity. As part of the Money Maverick ethos, no adviser EVER sells products or takes commissions or other incentives.
Scott is very passionate about personal finance including wealth building, budgeting and consumer behaviour. He would love the opportunity to meet with you to get financial systems in place that work, to help you meet your goals, or just have a chat about the financial world.
What can we help you with?
BUDGETING
Creating a plan for your money that
works for you and your family
DEBT MANAGEMENT
Struggling to make debt repayments? Feel like you are drowning? We can advocate on your behalf with lenders and create repayment plans that work.
KIWISAVER
Need to review your KiwiSaver settings? Trying in understand what % you should be putting in, or what type of fund to choose?
Not all KiwiSaver providers are the same! We help you make an unbiased choice that's right for YOU.
RETIREMENT
PLANNING
The feeling of security which comes from knowing you're on the right track. We can help you understand how much you need, how much you have... and whether there is a gap.
INVESTING
No idea where you can put your money to grow for you? We have financial literacy tools to help you understand the different types of assets you could invest in, from term deposits, shares and property right through to alternative assets.
PROPERTY
Need help with mortgage structure? Thinking about your first home or investing in property? We can help!
WOMEN AND
FINANCIAL LITERACY
The dice aren't exactly loaded in our favour!
Learn why it's important to get on track, and ways in which it's more difficult for women to get in a good financial position - in a safe and confidential space.
GOALS
Understand how important it is to set realistic goals - and how financial planning is a JOURNEY not an EVENT. Setting goals will keep us on track for what is important to US.
OTHER SUPPORT
If you're going through a financial change, we are able to help! eg
- Redundancy
- Relationship Breakup
- KiwiSaver Hardship
- Bad Investment Decisions
Or... maybe you'd just like to learn more to improve your wellbeing!