About The Money Journey
How it started
After working many years in Marketing, I founded The Money Journey in 2022. As a solo māmā (mum), I had just discovered the empowering feeling of rethinking my personal finance strategy. I went from slowly repaying my 30-year mortgage to aggressively funneling 60% of my revenue towards it every month. Suddenly, money was starting to bring me freedom, flexibility and safety. Many life options were opening up. I completed a Level 5 NZ Certificate in Financial Services and started my dream business. My goal is to improve the financial toiora (well-being) of New Zealanders and help them get more life out of their money through budgeting, killing debt and a holistic, intentional approach to personal finance.
A few admin things
DISCLOSURE - you can find our disclosure statement here
PRIVACY - you can find our privacy policy here
QUALIFICATION - Christel has a L5 NZ Certificate in Financial Services. Click here to learn more about this qualification.
REGISTRATION - We are registered on the Financial Services Provider Register (FSPR) - FSP775371. To know more about the FSPR, we recommend this page.
FINANCIAL ADVICE PROVIDER LICENCE - We are fully licensed by the Financial Markets Authority as part of the new financial advice regime. More information here.
COMPLAINTS - All financial advisors and financial services providers must belong to a Disputes Resolution Scheme (DRS) to help resolve any complaints. We have chosen the Insurance & Financial Services Ombudsman (IFSO). More about the IFSO here.