About Ask Cassie
Personalised advice for life's money moments.
Most people don't seek financial advice because they want a financial plan.
They seek it because something has changed – or because they want the confidence they're making the right decision.
Why Ask Cassie exists
Life is full of moments that shape your financial future.
Starting a new job. Buying your first home. Taking time away from work. Going self-employed. Wondering whether you're on track.
The questions those moments create are usually quite specific. The consequences can be surprisingly large.
The challenge isn't a lack of information. Articles, calculators, podcasts and opinions are everywhere. What they can't tell you is what makes sense for your situation.
Traditional financial advice solves that problem well. But it's often beyond the reach of many people, leaving important financial decisions to be made alone.
Ask Cassie exists to make personalised financial advice available at the moments people need it most.
Today, that starts with KiwiSaver. Instead of paying for a lengthy advice process, you pay for a clear answer to the question in front of you – independent, personalised advice designed to help you make a good decision.
The people behind Ask Cassie
Ask Cassie is part of Cass Advice, a licensed Financial Advice Provider founded by Rhiannon McKinnon.
Rhiannon McKinnon
Founder, Cass Advice
Rhiannon has spent more than twenty years working in New Zealand financial services, including as CEO of Kiwi Wealth, one of New Zealand's largest KiwiSaver providers. Her career has spanned investment management, retirement savings, governance and regulation. Today, she's responsible for every piece of advice Ask Cassie provides.
Jane Wrightson
Advisory Board
Jane Wrightson is New Zealand's former Retirement Commissioner. During her time in the role, she championed financial capability and helped shape national conversations about retirement and long-term financial wellbeing. Her work has strongly influenced the thinking behind Ask Cassie, particularly its focus on providing personalised advice when life's important money moments arrive.
Craig Ward
Advisory Board
Craig Ward is the former Chief Technology Officer at Kiwi Wealth and former Chief Digital & Information Officer at MAS. He serves on Ask Cassie's Advisory Board, bringing decades of experience in technology leadership within New Zealand financial services.
Together, they help ensure Ask Cassie combines experienced financial advice, independent thinking and modern technology to make personalised financial advice more accessible to more New Zealanders.
Our goal
Our goal is simple: to help more New Zealanders get trustworthy financial advice when life's important money moments arrive.
If more people feel able to make important financial decisions with greater clarity and confidence, Ask Cassie will have achieved what it set out to do.