Our Team

Our team of financial mentors and educators are highly trained and experienced in all areas of finance, and our administrators are some of the most talented and dedicated professionals, giving us the ability to offer you totally confidential budgeting advice and service.

Caitlin – Operations Manager/Educator

Caitlin is our Operations Manager as well as our lead Education Facilitator. She has worked in retail for the past 15 years. She loves people and enjoys helping and encouraging them to find their strengths so that they can thrive.

Cherie – Accounts Manager

Cherie handles the company finances and manages our brilliant premier service called Money Management. She is excited to work for a company that helps people turn their finances around, and for making the client feel more positive about their future.

Penny – Receptionist

Ruth – Education

Budget Service

Jenny – Senior Financial Mentor

Jenny specialises in debt repayment orders (DRO) as a supervisor. Jenny really enjoys working with people to find a solution and a way forward for them.

Su – Financial Mentor

Su has a passion for helping people get their money to work for them. Previously she has worked in the Banking industry for over 15years, and as a Lending and Investment Advisor. “This is my most rewarding role. I am honored that people trust me to walk with them through whatever financial situation they have found themselves in.”

Esther – Financial Mentor

Esther feels she has learnt what the role of a Financial Mentor is, that it is more than just working with numbers. She is enjoying building relationships and connections so then she can help clients become financially capable. Here at Jubilee is a place where there are solutions and hope.

Debs – Financial Mentor

After a long career within the finance and banking industry, she is excited to combine her existing skills and knowledge with her passion for helping people. She believes in a holistic approach to managing finances and looks forward to working with clients to build their financial capabilities and achieve their financial goals.

Geoff – Financial Mentor

– Financial Mentor

Esther-Anne – Financial Mentor

Bruce – Financial Mentor

Bruce loves helping people find a solution to what they may see as hopeless. Bruce has worked for Inland Revenue in the past and likes to help point people in the right direction.

“My Christian Faith and family values are a priority to me”

Bruce has had some difficult life experiences that give him the passion and empathy to help improve people’s situations as much as he can.

Marie – Financial Mentor

Marie is very passionate about helping people in any way that she can. Marie and her husband run a sheep farm in the Lumsden area. Her practical mindset, and her life skills make her a very experienced practical mentor that loves empowering clients in all areas of their lives.

Lynn – Financial Mentor

Lynn is our financial mentor based in Te Anau where she works from the Community House. She is passionate about helping people to improve their situations.

SuperGrans

Heather -SuperGrans coordinator

Heather carry’s out the day to day running of our SuperGrans franchise. Heather has a background in nursing, administration and retail. She has a passion for encouraging & helping people of all ages to grow to their full potential.

Bron -Pregnancy Support coordinator

Bron is our number one advocate and manages our
Pregnancy Support service and our treasured Sharing Shed. She is our “go to” when we here at Jubilee need something done.