Comprehensive Financial Solutions for Life and Business

Since 2000, Megan has built a reputation as a dynamic leader in finance, heading a team of skilled lenders, mortgage advisers, and investment advisers. She specialises in creating tailored financial strategies for individuals and businesses, always with a focus on efficiency, results, and long-term success.

With a bold, client-first approach and a passion for empowering her team, Megan ensures every client partnership is backed by expertise, innovation, and unwavering support.

Erica is a mortgage adviser with 20+ years’ banking and finance experience. She helps first-home buyers, property investors and refinancers, including low-deposit and credit-impaired clients.

Erica builds trusted client relationships, providing clear, plain-English guidance and proactive communication from pre-approval through to settlement and beyond.

With 20+ years in finance—including 12 in a major NZ bank and 9 as a mortgage adviser—she helps clients navigate first-home purchases, low-deposit and credit-impaired loans, property investment, and business or commercial finance.

Her focus is on clear communication, genuine support, and making the process as smooth as possible, so clients always have a trusted ally in their corner.

With a wealth of experience since 1996, Colin specialises in providing tailored financial solutions to individuals and businesses.

His approach focuses on efficiency and results, ensuring a strong partnership with every client. Connect to explore your financial goals.

With over 17 years of experience in the finance industry, including the past 5 years as a financial adviser, Caroline brings extensive knowledge across a wide range of lending disciplines. Her career has included roles with major New Zealand banks, spanning lending and leadership roles, including time as a Bank Manager, providing her with a comprehensive understanding of both the banking landscape and client needs.

Caroline specialises in navigating complex lending scenarios and is highly regarded for her ability to find solutions where others may see obstacles. She works closely with clients to understand their individual circumstances, goals and aspirations, providing tailored advice on loan structures and lending strategies that support both immediate and long-term financial success.

Combining strong business acumen with an unwavering commitment to exceptional customer service, Caroline is skilled at identifying the right lender and lending solution for each client’s unique situation. Her deep understanding of lender policies, complex applications, and portfolio structuring enables her to achieve positive outcomes for a broad range of clients.

Known for her determination, expertise and client-first approach, Caroline has earned a reputation for delivering results.

David Adams is a seasoned financial adviser with over 25 years of experience across Lending, Insurance and KiwiSaver advice, complemented by a strong track record in business development and client growth.

He has held senior roles in the financial services industry, including managing substantial funds under management and building long-term client relationships.

Rob Shaw is a qualified insurance and investment adviser with more than 20 years of industry experience. As the owner of At Ease Insurance, Rob provides personalised insurance and investment advice, helping clients protect what matters most and achieve their long-term financial goals.

Rob has worked alongside Megan Ward Consultancy for over 15 years as a preferred business associate, complementing MWC’s services with his independent expertise. Known for his client-focused approach and long-standing relationships, Rob is committed to delivering practical, trusted advice tailored to each client’s unique circumstances.

P: 03 312 9697
M: 021 633 684
E: rob@easeinsurance.nz

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With 40+ years in financial services—25 as an insurance adviser—Colin specialises in personal and business risk insurance. He’s passionate about protecting what clients have worked hard for, simplifying the ACC process, and making levies work more effectively.

As a self-employed professional, he relates strongly to business owners, and as a Trusted Adviser with Financial Advice NZ, he’s committed to expert, ethical advice and ongoing support.