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Expert Guidance - Mobile Service Nationwide
Your Financial Advisor
The MWC Team
Megan Ward - CEO
Mortgages Lending & Investment Advisor
Since 2000, Megan has built a reputation as a dynamic leader in finance, heading a team of skilled lenders, mortgage brokers, 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.
Shanise Phillips
Mortgage Adviser / Client Liason Manager
Shanise is a qualified Financial Adviser and a valued member of the MWC team. Alongside her advisory work, she provides vital administrative support, ensuring our clients are well looked after. With her focus on efficiency and client care, Shanise plays an important role in both supporting the team and enhancing the service we provide.
Chrissy Richardson
Mortgage Broker
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.
David Adams
Insurance and Investment Advisor
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.
Colin Thoms
Insurance and Investment Advisor
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.