Our Team

 
 

Liz Koh – Principal Financial Adviser

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Liz Koh established Moneymax in 1999 after a successful career in management. She has built a reputation throughout New Zealand for providing thoughtful, practical financial advice for people of all ages and circumstances and with an increasing emphasis on retirement planning.
 
Liz Koh has been successful in building her brand as one of New Zealand’s top finance writers and commentators through writing articles and blogs on financial matters over the last twenty years. She has written a best-selling book Your Money Personality: Unlock the Secret to a Rich and Happy Life (Awa Press, 2008). For several years she was a contributor to Stuff’s Your Money page and for most of her career as a financial planner she has written a weekly blog which is published on the Moneymax website and in regional papers. She has also written for various magazines for short periods and is in demand by the media as a commentator on financial matters. More recently, over the last three years, Liz has been engaged by Lifetime Income Ltd to participate in a number of seminars and lead workshops around New Zealand focussing on retirement planning.
 
Liz has a Master’s degree in Economics. She is an Authorised Financial Adviser, a Certified Financial Planner, Chartered Accountant and Chartered Member of the Institute of Directors. A keen property investor, she belongs to the Capital Property Investors’ Association. She is a past Chair of the Kapiti Coast Chamber of Commerce, a past President of Rotary Club of Kapiti. Liz is Deputy Chair of the Nikau Foundation and Chair of the Kapiti Economic Development Agency (KEDA).
 
 
 

Karen Piercy – Financial Adviser

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Karen joined Moneymax in 2018 and is an Authorised Financial Adviser. Karen believes in building long term relationships with clients to help guide them through their financial journey. She particularly enjoys helping people plan for retirement so they are confident about what they can spend to enjoy life.

 

Karen has an MBA from Victoria University, a Certificate in Financial Services Level 5 (Investment) and is a member of Financial Advice New Zealand. She has been mentored by Liz Koh on the Moneymax way of providing a practical, common-sense approach to managing money.

 

Originally from the UK, Karen has had a variety of roles that means she has worked with people from every walk of life. She was a VAT officer from the age of 18 visiting small business owners and later as a senior officer, auditing very large household-name companies. In 1994, she came to New Zealand to set up the Computer Tax Audit Unit for Inland Revenue. She represented New Zealand Inland Revenue overseas as the Senior Adviser E-Commerce. On the Kapiti Coast, she helped small business owners as a Business Development Manager and then ran her own local business known as Trinity Farm serving rose enthusiasts, garden visitors and helping plan weddings for couples, as well as event planning arts and crafts workshops and shows.

 

Karen lives on the Kapiti Coast with her Kiwi husband Grant, and two small dogs which she enjoys taking on beach walks. She is the “wicked stepmother” to two wonderful adult children, and one gorgeous grandchild. Her hobbies include oil painting, yoga and gardening.

 

Karen’s blog articles are usually based on personal experience or address questions that frequently arise from clients.

 

Delwyn

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Delwyn joined the Moneymax team in July 2019 as Office Administrator and will often be your first port of call when ringing or emailing to make an appointment with one of our Financial Advisers.

With a background as a legal secretary, Delwyn has travelled and worked in many firms and she also spent some time working as an Executive Assistant for the Zespri General Counsel and Board in Tauranga before having her children.

Her four children manage to keep Delwyn’s hours out of work busy playing taxi driver, or sideline supporter at their sports and dance events.