As a Financial Adviser I am extremely passionate about helping clients attain mortgage freedom by assisting them repay their mortgages in less than 10 years. Saving clients thousands of dollars in interest and gaining many years of financial freedom.

I have assisted many clients with Purchasing Homes, Re-financing, Debt Consolidation and Wealth Creation. Whilst also ensuring they are protected from life’s unforeseeable events through Family Protection Planning or Asset Protection Planning.

I have been in the industry since 1995 where I began my financial career working for one of the major banks for 13 years, before starting SMART in 2007.

I have many years of experience in the financial services industry and have attained the National Certificate in Financial Services Level 5 and have been trained by FinCap as a Financial Mentor. 

I regularly complete training, attend development days and conferences to keep up-to-date with the latest information to ensure my advice to clients is current.

 

I am committed to helping my clients protect themselves and their families should any unforeseeable events occur in their lives, so they can be confident that their family’s financial future is secure.

Over the years I have personally helped many clients with their claims resulting in thousands of dollars being paid, when they needed it most.

I assist clients with Money Management through the SMART Four Steps Programme to help them get out of debt fast and start achieving their dreams.

I joined SMART in 2013 with a focus on Personal Insurance, KiwiSaver and Money Management.

I have completed the New Zealand Certificate in Financial Services – Level 5 and have been trained by FinCap as a Financial Mentor.

I regularly complete training, attend development days and conferences to keep up-to-date with the latest information to ensure my advice to clients is current.

I joined SMART in 2018 after 10 years working for a major entertainment group in New Zealand.

With great passion for helping people and families to achieve their financial goals, I like to go the extra mile to help them make better use of their money. I believe better financial decisions can be made when assisted by the right Adviser, even with a small budget, “it’s all about having a plan and sticking to it”.

I was born in Sao Paulo, Brazil. My educational background includes a Degree in Business and Finance, and a Post Degree in Marketing. I have worked for Peugeot, DHL, a major Brazilian bank, event companies and even for a circus – always in finance and customer related positions.

I moved to London in 2004 where I met a Kiwi girl who stole my heart. In 2008 I moved to New Zealand in pursuit of the Kiwi dream and of course that same Kiwi girl! Since then, I married her and we have two children together. We bought our first family home in West Auckland. I became a New Zealand citizen in 2016, something I’m really proud of.

I love outside activities, the surf and taking the family on bike rides and picnics. I’m a big All Blacks and Warriors fan and after 10 years, I can finally say I understand and enjoy watching cricket. Music plays an important part in my life too. I love to play percussion, collect records and play them on my weekly radio show on Base Fm.

I’m a Financial Adviser specialising in Mortgages, and have completed the National Certificate in Financial Services – Level 5.

I am a member of Newpark Financial Services and NZMA.

You can contact me on 021 029 24295

I am excited to be a part of the SMART team and assist our advisers throughout all aspects of our mortgage processes.

I am new to the industry and so joining SMART is an amazing opportunity that will allow me to learn, develop, and grow my knowledge and experience in the financial industry, specifically mortgages.

I am a proud wife and mum of two and can understand how chaotic life can get sometimes. I am dedicated to gaining the appropriate skills and knowledge to assist and support our clients in obtaining the best solutions possible for each individual.

I have completed the National Certificate in Financial Services Level 5.

I love sports and hanging out with my family.

I look forward to helping support you throughout your journey with us!

I joined SMART in 2023 as a client services assistant.  I am responsible for client services and supporting our team with administration.  I have been involved in the customer service industry for many years.

SMART has given me the opportunity to be a part of the team and I enjoy learning more about the financial services industry, especially insurance and mortgages.

I am happily married and have been blessed with a son. Taking care of my family while being able to work in the comfort of my home means a lot to me.

I joined SMART in 2022 after a three month internship. I am responsible for client services, assisting our advisers and fulfilling administrative duties.

I have completed a Bachelor of Science in Business Administration, Majoring in Financial Management.

Joining SMART is a great opportunity for me as I enjoy learning more about the financial services industry, especially insurance and mortgages.

I am committed to looking after our clients administrative and servicing needs to the highest level.

My passion is volleyball and I have played it for the last six years and will keep playing for as long as I can.

I have also been learning Jiu-Jitsu over the last two years.

You can contact me at monina@smartbrokers.co.nz