Nothing substitutes for experience. Our team has over a century of experience in the finance industry, working for the largest banks and KiwiSaver managers. Now we want to give New Zealanders the dignity and choices that having more money brings.
Founder/Managing DirectorRead bio
Sam Stubbs was most recently the CEO Of Tower Investments, a KiwiSaver default provider. Before that he was Managing Director of Hanover Group, and spent 10 years working for Goldman Sachs in London and Hong Kong. He previously worked for Natwest Markets, Fay, Richwhite and IBM New Zealand.
He has been a Board Member of the Financial Services Council, and a member of the Government Taskforce on Financial Services.
Sam has an MA (Hons) from the University of Auckland.
Sam is the father of two children. He dreams of Simplicity and sailing around the world.
Chief Operating OfficerRead bio
After more than 10 years working in City of London bond market for various investment banks, Andrew emigrated to New Zealand at the end of 1993. More accurately, he was brought here as a souvenir of his wife’s OE. He then fulfilled a variety of roles for New Zealand Funds Management, TOWER Investments, Fisher Funds and finally AMP Financial Services, where he was the investment expert in the project team transitioning AMP products into the new FMC Act regulatory regime. Stimulating stuff!
Andrew and his wife, Heidi have two sons aged 12 and 16, who keep them on their toes. Always a keen sportsman, he still manages to play cricket, ski whenever possible and get in an occasional round of golf.
Chief Technology OfficerRead bio
Amir, Simplicity's CTO, leads the long term technology vision and is responsible for the platform selection and technical design of the Simplicity system. Amir holds an Engineering degree from Massey University majoring in Software.
With close to 10 years of experience working with web technologies, Amir has a great understanding of the web space. Prior to joining Simplicity, Amir worked as senior and lead developer for a number of development agencies and also worked as the Infrastructure Development Manager for interest.co.nz.
Chief Financial OfficerRead bio
Jane is the CFO. She qualified as a Chartered Accountant with Price Waterhouse in 1996. Since then she has gained extensive experience in the corporate sector in London, Melbourne and Auckland.
Recently, in 2010, she was CFO at Tower Health and Life. Then she led the Finance Team at ecostore for 4 years and most recently CFO at Kepa Financial Services Ltd. Jane’s particular area of expertise is in financial services in all areas of financial and management accounting, reporting, analysis and financial modelling.
Outside of the corporate world Jane is kept busy with her 2 primary school age boys, cooking, gardening, reading, shopping and a small amount of relaxing.
Head of Operations and ResearchRead bio
Craig Simpson has had nearly 30 years worth of financial markets experience in New Zealand. He holds a Business Degree endorsed in Finance from Massey University.
Craig is an Authorised Financial Adviser (AFA) and is an Associate Member of the Chartered Financial Analyst (CFA) Society.
Immediately prior to joining Simplicity, Craig worked as a senior analyst for interest.co.nz where he was responsible for monitoring and reporting on KiwiSaver funds and their performance on a quarterly basis.
Previously, Craig worked for BNZ Private Bank. In his capacity as Partner-Portfolio Management, he was responsible for a team of financial planners and analysts and oversaw the advice provided to the bank's high net worth Clients. Craig has a passion for wines and motorcars.
Head of Communications and EducationRead bio
Amanda Morrall was previously an editor at interest.co.nz and was responsible for its KiwiSaver section. A media commentator, public speaker, columnist and now business owner, Amanda is also author of Money Matters: Get Your Life and $$ Sorted, published by Penguin Random House.
Amanda has 20 years experience as a journalist in New Zealand and Canada where she worked as a producer of a national business show for The Canadian Broadcasting Corporation, an editor for The Canadian Press wire service, and a reporter for several Western Canadian print media. She holds a Masters Degree from Trinity College in Dublin.
Head of ComplianceRead bio
Sarah has more than 16 years experience working in the finance industry in banking, investments, regulation, and compliance. Sarah was a Senior Adviser with the Financial Markets Authority for seven years. Her involvement there was licensing and monitoring authorised financial entities and individuals.
Sarah loves being an Auntie to her six nieces and nephews, and is involved with various non-profit groups which focus on financial capability, communities and the environment. She enjoys cycling as her main form of transport.
Head of Strategy and SalesRead bio
Daniel Relf is a senior executive with over 18 years of sales and marketing experience in both Australia and New Zealand. He returned to NZ following a 10 years period with Vodafone Hutchison Australia and joined 2degrees where he built a business team across the country. In 2013, he joined Tax Management New Zealand as Head of Client Services.
Daniel is married and has two girls who love the outdoors. When not having fun with the family Daniel enjoys sailing and golf.
Senior Technology LeadRead bio
Manager - Client ServiceRead bio
Sarah has more 20 years' experience working in the finance and broking industries in NZ and in the UK. Former employers include JP Morgan, Goldman Sachs, Craig's Investment Partners and Perpetual Guardian. Prior to joining Simplicity, Sarah worked for the Public Trust where she specialised in trust, will, and estate planning. Sarah is a nature enthusiast fond of traveling, fine food and wine.
Customer ServicesRead bio
Ryan is the latest to join the team as a customer service and research associate. A graduate of Massey University, Ryan majored in finance and accounting. During this time there, Ryan was president of the Student Investment Club and was a participant in the Chartered Financial Analyst's competition. Ryan started with Simplicity as a volunteer research assistant and co-authored a report on charitable giving presented at the Philanthropy NZ Conference in Wellington in 2019.
Ryan has a passion for numbers, the gym and video games.
Executive Coach and ConsultantRead bio
Joy has had an extensive career in wealth and private banking. In addition to her role on the Board of Simplicity, Joy is a Consultant, on the Board of Trustees for the Auckland Communities Foundation (ACF) and is a panel member for Financial Services Complaints Ltd.
Joy’s previous roles include Head of Private Wealth Management for Westpac and Head of Wealth for ANZ New Zealand. Joy has been a committee member and/or Chair of investment committees for both banking organisations and currently the ACF.
Agency Lead at Google New ZealandRead bio
Reuben is responsible for Google's business with New Zealand advertising agencies. Before relocating to New Zealand in late-2015 he spent the previous 6 years with Google UK, first as part of the Zoo, Google's internal creative think tank, then subsequently leading the global Unilever team responsible for working across Unilever's biggest brands.
Reuben has worn many hats in his career including strategist, Emmy-award winning TV producer, creative and production team leader as well as a product manager. Across roles and industries his work has been recognised both internally and externally, including a D&AD award for creative work, Emmy awards for work in TV & digital as well as recognition in the form of a patent for breakthrough broadcast technology.
A professional director with board memberships of Heritage Trustee Company, Ngāti Whātua Ōrākei Whai Maia, Foundation North, Centre for Social Impact and Auckland Foundation. She also Chairs the Nominating Committees for the Guardians of New Zealand Super Fund and Waikato-Tainui Group Investment Committee.
Mel brings relevant skills and alignment with Simplicity’s commitment to investors' interests, developed from her former leadership roles at the Financial Markets Authority and investment management firms with strong fiduciary cultures.
She is a Chartered Member of the Institute of Directors, an Accredited Investment Fiduciary and has degrees in Business (Masters), Economics and Japanese.
A Chartered Accountant for twenty years in both the public and private sectors. She has a strong history in specialising in the areas of Fraud and Risk through her experience as a forensic accountant at the Serious Fraud Office and Ernst & Young.
Anna has also held an appointment with the Real Estate Agents Authority (REAA) as an original Member of the Complaints Assessment Committee, and has worked in London for Schroders and Morgan Stanley.
Simplicity is 100% owned by the Simplicity Charitable Trust, which chooses the charities that receive donations.
Peter Neilson ( Chair )
Ex Associate Finance Minister
Ex CEO Tower Investments
Director at Boag Allan SVG Ltd
World Bank economist and sector manager
Entrepreneur, Co-founder TBC Partners
Partner DLA Piper
Co-founder and CEO of Ward Ferry