Angela Meyer Angela is the 2023 winner of the Financial Services Council ‘Emerging TrailBlazer Award’ for her work on The Table and Hi Money. She is also a three times nominee for the Women of Influence Awards (2016, 2018 and 2022) for her work supporting gender equity and identifying ways in which businesses can improve gender relations in the workplace and help unlock the power of the $28 trillion female economy. Angela has led high performing teams in the corporate, arts and government sectors and is the co-founder of the Ace Lady Network, Gender Justice Collective and Project Gender. From 2016 - 2020 she was the founder and the director of Double Denim, an internationally award-winning agency. In 2021 she developed and led ‘Trade Careers’ - a project to get more women into the trades.

Davies helps teams and individuals maximise their success by incorporating game-changing therapeutic tools. She has over a decade of broad training in the healing arts, including a few years studying at the legendary Esalen Institute in California, as well as qualification in bioenergetic psychotherapy. Prior to this, Davies worked in the creative arts for two decades. She's known for her good humoured, down to earth, collaborative approach that supports people to unlock their best.

Alison is proud to be part of the Specialist Medical Team at Financial Independence. She has worked with medical professionals in the UK and New Zealand throughout her career. She hails from Scotland and was previously a Senior Adviser with MAS for many years. She tells the Team constantly that joining the Financial Independence Medical Specialist Team is the best move she has made! Not only does it allow her to continue to have the privilege of working with medical professionals throughout New Zealand every day, more importantly, she can look after her clients more comprehensively as Financial Independence are a fully independent brokerage firm. Alison is passionate about providing advice-rich tailored solutions to her clients by making sure they have the most suitable cover in place. Clients can then take comfort knowing they can get on their other priorities of a growing family, career/ business and wealth. Good financial decisions and good planning feel GREAT!

James is a specialist insurance adviser working primarily with medical professionals across New Zealand. He has helped a wide range of Doctors from the Women in medicine group across the last few years receiving great feedback on Financial Independence’s service. James has extensive experience at claim time, handling over $1m in claims payments each year. This perspective helps him to advise on how to best structure your cover to suit your needs. He has 12 years of experience as an Accountant and Business Analyst so thorough analysis is one of his biggest assets. He concentrates on the details and clearly explains the information you need to know.

Katie Douglas-Clifford is an Investment Adviser at Craigs Investment Partners who is incredibly passionate about helping her clients reach their financial goals by providing tailored investment advice. Whether you are just starting out with investing and building your wealth, or moving into retirement having sold a business, property or other assets and wanting to protect your wealth from the impact of inflation, she can help. She specialises in building portfolios utilising all aspects of equity; listed shares and private equity, fixed interest & cash and provides portfolio management for individual clients, trusts and companies as well as providing advice for KiwiSaver and foreign superannuation transfers. She loves sharing her knowledge and is often asked to speak at businesses and Women’s events about the importance of generating wealth and how to get started! Katie joined Craigs as an Investment Adviser in 2016, prior to this having worked at Macquarie Bank in Sydney and Fisher Funds in Auckland. She is the mother to three wonderful sons, including twins and stays active by doing Pilates, walking with her chocolate Labrador, boating, fishing and recreational flying with her husband who has his private pilots licence.