Better Decisions | Better Outcomes | Better Lifestyle

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

  • Cave Financial have given us excellent advice on both our KiwiSaver and Investment Property Portfolio. I highly recommend Michael and Team. They're helpful, friendly, explain things making it easy to understand and walk you through every step of the process. Highly recommended!

    Matt

  • Cave Financial and team have been the absolute back bone of not only my business but my family’s future. I have so much respect and trust for your team, Michael. I’m so grateful to have your full support and feel secure with your values and guidance. I would highly recommend Cave Financial to anybody wanting peace of mind. 10/5 service!

    Miles

  • Helped so much with answering all of our questions around life insurance, then got us the best deal. Couldn’t be happier. 10/10.

    Lana and Hannah

  • We’re a long-term customer of Cave Financial. Michael and his team consistently provide professional and effective services whilst making us feel valued and seen. We appreciate being a customer of yours for 10+ years.

    Rob

  • I cannot recommend Michael and the team at Cave Financial highly enough. They steered me through a complicated set of mortgage applications with professionalism, good cheer, and were incredibly prompt with every query I made. On top of that they negotiated a better rate! I would not have been able to get through this arduous process without their skill and care.

    Tiffiny

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