The FSC's FRI is a unique comprehensive tracking survey capturing New Zealanders’ perspectives on five critical financial resilience indicators: financial confidence, financial literacy, financial preparedness, job security, and wellbeing year on year, with 2025 marking the fifth year of tracking.
Join us for the launch at our free webinar, where industry experts will discuss:
Patrick leads a team that supports the Retirement Commissioner to shape their policy and research work and activities. He oversees their research programme, the statutory three-yearly Review of Retirement Income Policies and the statutory role to monitor the effects of the Retirement Villages Act, the Regulations and Code of Practice.
He has had roles in organisations including the New Zealand Treasury, Productivity Commission, NZIER and in a London-based think tank. His PhD examined the labour supply effects of the Working for Families Tax Credits.
David has over twenty years' experience in the global financial services sector, growing businesses, creating and developing teams, and driving strategic development through research, data and technology. A keen collaborator, he delivers value through working with diverse stakeholder groups including government, regulators, communities and industry to achieve mutually beneficial goals.
David is a Fellow of the Chartered Institute of Marketing, is a Master of Strategic Marketing, a Master of Wine Science and a budding viticulturist and winemaker in his spare time.
Meet Elle, a dedicated and experienced adviser at Naked Finance. With just under a decade in the Finance industry, Elle brings a wealth of knowledge and skill to the team. Growing up in South Auckland, Elle is a proud first-generation Kiwi, raised by her hardworking Polynesian parents. Her humble upbringing has instilled in her a deep understanding of the challenges many face in achieving financial stability.
Her passion lies in elevating financial literacy among women, a sector often overlooked in the market. Elle specialises in helping her clients with all their needs related to Risk and Investments, ensuring they are well-informed and confident in their financial decisions.
Her commitment to empowering women through financial education makes her an invaluable asset to Naked Finance and a trusted adviser for her clients.
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.