Meet the team doing the mahi.

 Money Matters was built on a passion for making a difference.

Dr. Rodger Spiller founded Money Matters in 1990 with a clear goal in mind: to help his clients do well, and do good. Today, Rodger brings unparalleled expertise to the table for the benefit of every client. He is supported by a talented team who share his passion for ethical investing and commitment to delivering real results.

 “I've known Rodger since the 90s. He is a beacon of hope for how we can and indeed must change. I'm confident that through Money Matters, my investments are helping to make the differences needed for the regenerative development of humanity and the planet.”

– Yoshimi B., client

Dr. Rodger Spiller

FOUNDER, MANAGING DIRECTOR AND FINANCIAL ADVISOR

At a young age, Rodger realised that money and business have a major influence in the way the world works – for better or often worse. In the 1970s, inspired by New Zealand’s earliest ethical investors, Rodger chose to focus his career on making a difference. Driven by a desire to help and inspire others, he became a pioneering leader in ethical investment and ethical business.

Rodger has enriched the field academically, earning a PhD in ethical investment and ethical business in 1999. He has also held a number of influential leadership roles, ranging from being a former member of the Securities Commission (now the FMA), to bringing the Responsible Investment Association Australasia (RIAA) to New Zealand. Rodger was a Director of RIAA for over 10 years.

In addition to his role as financial advisor for Money Matters, Rodger continues to research and write. He is often cited in academic publications, sought for media comment, and was a regular feature on TV One’s series Money Doctor and the Breakfast programme.

“Rodger is the real father of ethical investing in New Zealand.”

- NewstalkZB, Smart Money, 3 October, 2021

  • Bachelor of Commerce (1983) - Senior Prize - Accounting for Corporate Social Responsibility

    Master of Commerce (1990) - First Class Honours

    Doctorate (1999) - Focused on business ethics, ethical investment and responsible business leadership

  • NZ Executive Director for leading Australasian investment firm IPAC Securities

    Board member of one of NZ's largest personal investment and financial planning firms

    Director and Chairman of the Association of Investment Advisers and Financial Planners (IAFP)

    Member of the International Certified Financial Planner (CFP) Council

    Member of the Securities Commission (now the Financial Markets Authority)

  • New Zealand’s first financial advisor to receive the Ethical Investment Certification symbol

    New Zealand’s first member and Director of the Responsible Investment Association Australasia (RIAA)

    Founding Member and Executive Director of the NZ Businesses for Socially Responsibility (NZBSR) that became part of the Sustainable Business Network (SBN)

    Executive Director of the NZ Business Council for Sustainable Development

    Created NZ’s first awards for ethical and sustainable business

    Founding Director of Transparency International (NZ)

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Professor Chellie Spiller

RESEARCH & CLIENT SUPPORT SPECIALIST

Dr Chellie Spiller’s research and development helps keep Money Matters at the forefront of ethical investment. Of Ngāti Kahungunu and Pākehā lineage, Chellie draws on indigenous wisdom and her own experience and education to provide unique insights about diversity, governance, authentic leadership, wisdom, and sustainable wellbeing and wealth.

Chellie’s successful 20-year international career has included a number of senior executive positions. She is a Professor of Business and was a Fulbright Senior Scholar at the Harvard Kennedy School and the University of Arizona. Chellie is also a speaker, professional development trainer, and prolific and widely cited academic author. She is a co-author of the highly popular ‘Wayfinding Leadership’, and her Ted Talk on the subject has been viewed over 20,000 times.

Chellie is married to Money Matters Founder, Rodger. For close to 20 years, she has enjoyed close relationships with Money Matters clients. Chellie continues to pursue a strong commitment to ethical investment, with a particular interest in women and finance. 

Kelly Heinecke

CLIENT SERVICES MANAGER

Kelly has worked alongside Rodger at Money Matters since 2006. Before joining Money Matters, Kelly spent a number of years working in the banking industry, then as an investment adviser for an independent wealth management advisory firm. She then served as Compliance Auditor with a large Australian financial planning group.

Kelly holds a Bachelor of Commerce and Diploma of Financial Planning. She has also completed the Certified Financial Planner Education Program through the Financial Planning Association.

 
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Maree Reid

ADMINISTRATION MANAGER AND PERSONAL ASSISTANT

Maree is an award-winning administrator, and has been a personal assistant for over 20 years. She is one of those rare people who genuinely loves administration. She works alongside Rodger, helping Money Matters with administration, organisation, and all-round effectiveness and efficiency.

Bob Blurton

GENERAL MANAGER

Bob is a highly experienced Financial Services Manager. He’s driven by a passion for providing innovative solutions to meeting customer needs and achieving business objectives. In his work with Money Matters, Bob provides leading edge vision and strategies for success. He has an exceptional track record of managing teams and motivating staff, and brings his collaborative communication style, honesty and integrity to all he does.

 
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James Smith

COMMUNICATIONS MANAGER

James combines impactful creativity with sound technical nous, creating communications that are highly engaging as well as effective. James has worked alongside Rodger since 2019. As Money Matters Communications Manager, James is passionate about understanding our clients’ needs. He helps us meet our goal of providing optimal solutions that exceed expectations, and go beyond satisfaction to delight.  

Ready to make your money matter?

Achieving your goals starts with expert guidance.

Schedule an "Ask Anything" session with Dr Rodger Spiller – a no obligation conversation that will help you determine if Money Matters is the right match for you.