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Industry Wide Initiatives

Webinar: Connecting with Kiwis: Strategies for reaching New Zealand's diverse consumer groups

The FSC team
by The FSC team
2 min read
October 22, 2024

The financial services sector has made significant strides in providing resources aimed at enhancing financial literacy and ensuring that it reaches diverse audiences and is accessible - but is it reaching the right people? 

The financial services sector is united in growing the financial confidence and wellbeing of New Zealanders, yet we frequently face challenges in encouraging consumers to engage effectively with these resources. 

On Thursday 28 November, we held an insightful online session where our expert panellists from various consumer backgrounds shared their experiences and insights for reaching New Zealand's diverse consumer groups, particularly around financial education. 

Watch the replay:


Speakers:

Meagan Tuckerman (Facilitator)
Chief Marketing Officer, Momentum Life

Meg - Cropped photo

Meagan Tuckerman joined Momentum Life in July 2023 and currently serves as Co-Chair of the Consumer Engagement Committee at FSC.

With over 20 years of marketing experience, Meagan has held key roles at S.C. Johnson across Europe and the UK before transitioning into leadership positions at Sovereign/AIA, Fidelity Life, and now Momentum Life in New Zealand. Her expertise spans strategic marketing, consumer engagement, and brand leadership in the retail, insurance and financial services industries.

Lee McCauley
Behavioural Science expert, Founder and Director, Tick Consulting

Lee McCauley - Cropped

Lee McCauley is the founder and director of specialist behavioural insights firm Tick Consulting. He brings over a decade of experience advising public and private sector organisations and conducting research into consumer and citizen behaviour. This includes a report for the Financial Markets Authority on KiwiSaver switching behaviour due to COVID-19. 
 
Lee has previously worked as a Director at PwC, led the New Zealand office of boutique global consultancy the Behavioural Insights Team, and before that had extensive senior public sector experience in Treasury and Defence.
 

Sophia Golfinopoulos
Author + Content Creator

Sophia Photo Cropped

Sophia Golfinopoulos is the Chinese-Kiwi author of Mindful with Money, a New Zealand personal finance book & memoir. She has worked in the NZ financial industry since 2015 across general insurance, life insurance, tax, and banking, and holds a NZ Certificate in Financial Services and NZ Certificate in Personal Financial Capability.

She loves to share personal money stories and money news on her Instagram account, @mindfulwithmoneynz, and website mindfulwithmoneynz.com

Matt Macpherson
General Manager - Super & Funds, Sharesies

Matt Macpherson Photo

Matt’s background is in retail banking, he has held a number of leadership roles across Kiwibank, The Co-operative Bank and the Niue Development Bank. His background includes product development and management, marketing, product governance and risk management.
 
His role as General Manager is to lead the KiwiSaver and managed funds strategy and product execution. He works closely across all areas in the business to lead the launch, management and commercial development of KiwiSaver and managed funds, in line with Sharesies purpose and vision.

 

 

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