The Money Journey

Financial Operations and Advisory
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8 reviews
Overall Rating
Customer Reviews about

The Money Journey

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Tracey Soffe

5.00/5.00

"Valuable insights and conversations to align with individual money goals"

Christel really listens and offers personalised insights into how people can achieve their financial goals.

04/07/2023

Matt & Kiri

5.00/5.00

"Great service and knowledgeable!"

Christel is so easy to work with and knows her stuff. We have just started our journey and so far it has been excellent!

20/06/2023

Olivia

5.00/5.00

"KA MAU TE WEHI"

KA MAU TE WEHI! Thank you Christel for providing AWESOME and invaluable knowledge for myself and my husband! Throughout the whole session you listened intentionally and equipped us with a detailed, easy to follow plan in moving forward. After our session we both felt encouraged and excited to be starting 2023 with a BANG!
My advice to any whaanau out there who are thinking about booking a session with Christal but are feeling a little whakama, I would say 100% just do it! You won't regret it🙂

10/01/2023

Zara

5.00/5.00

"We wish we’d met Christel years ago!"

Working with Christel to define our money goals and situation has been a real pleasure, exceeding our expectations in every way…and we’re only just getting started! Christel is a great listener, smart, knowledgeable, realistic in her advice and strategies, relaxed and relatable. We wish we’d had this kind of advice and plan of action years ago.

09/11/2022

Terry Trail

5.00/5.00

"A superb experience !"

We were glad to spend time with Christel. As an ex Bank Manager I was very impressed how she asked all the right questions in a very open and thoroughly pleasant manner. Then so blown away by the detailed report and recommendations she presented, that we have followed these without question. So glad we have Christel as our financial adviser.

08/08/2022

Yvette

5.00/5.00

"I have had the good fortune to have…"

I have had the good fortune to have been Christel's client for just over a year now. I've really enjoyed starting the conversation about finances, which has always been a bit of a taboo topic. Christel has a lovely, trusting approach which inspires open and honest discussions. Our time together has provided me with clarity of where I'm at financially, but most of all peace of mind that I'm on the right track. It's definitely a journey but one I'm now taking with my eyes wide open and with confidence. Thanks Christel for your knowledge, advice, patience and kindness!

08/08/2022

EM

5.00/5.00

"Highly recommend :)"

Highly recommend meeting with The Money Journey to figure out where you want to go with your money and how to get there.
Knowledgeable, professional, and compassionate information about all areas of your financial life.

04/08/2022

Megan Couture

5.00/5.00

"We are so thankful for Christel"

We are so thankful for Christel! Her knowledge, guidance and insight has helped us better define and articulate our money goals over the past year, and hone in on what is really important to us. She is quick to respond to questions and provides a lot of detail (which is very helpful when making decisions). More recently, she has helped explore options as we've needed to adjust our financial goals with baby #2 on the way. It's been great to have Christel doing the mahi of financial planning for us; it is one less thing to have to think about and has freed up more time for us to enjoy our family.

03/08/2022
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