Karen Wong

Executive Assistant

Working as an Early Childhood Teacher, a PA and in admin helped Karen learn to communicate, anticipate needs, keep track of vital details and juggle a range of tasks on any given day. Those skills are the foundation of her role as Executive Assistant at Cave Financial.

Karen primarily works behind the scenes, supporting Managing Director and Senior Adviser Michael Cave. She ensures his daily schedule runs smoothly, taking care of the little details so he can focus on his clients. Karen also helps support other advisers, clients and the wider admin team. It’s a busy role that plays to her strengths – she loves helping people and working as part of a purpose-driven, hard-working team.

In her free time, foodie and beach-lover Karen is out and about with friends and family, trying new restaurants or spending time at Auckland’s West Coast beaches.

karen@cavefinancial.co.nz

  • Michael is an expert in his field and really goes the extra mile to ensure a professional, thorough and enjoyable experience when looking for Insurance cover or trusted Financial advice. Highly recommended.

    Johnny Robinson

  • Michael has a wealth of information to share with regards to financial planning...he has always provided valuable information to both my clients and me without being a pushy sales person!

    Vijay Nyayapati

  • I am thrilled with the advice and service Michael provided me for financial planning and for personal insurance. Trustworthy and a very nice chap! I highly recommend his services.

    Andrew Malmo

  • Michael has consistently provided excellent service, financial advice, support and follow-up on insurance services for my business. I would highly recommend Michael to anyone needing clear and honest financial advice.

    James McGoram

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