Moonstone Financial Services
Our Team
Meet the advisers behind Moonstone Financial Services. We provide clear, tailored mortgage and insurance guidance to help you plan, protect, and build your financial future with confidence.
Preeti Prasad
Hi. My name is Preeti, and I’ve lived in New Zealand for nearly 30 years. During much of this time, I’ve worked in the banking and finance industry, gaining significant insight into what our everyday Kiwi needs. I’ve worked at Westpac, National Bank, and ANZ. And now, I’ve decided to move to the other side of the fence and focus on working closer with our customers as a Mortgage Broker and a Financial Adviser.
In these capacities, I have had the genuine pleasure of helping people make their dreams a reality, whether that involves buying their first home, securing an investment property, or launching a new business. I take pride in navigating clients through the labyrinth of financial decisions that must be made along the way. I am a certified Financial Adviser, which means I am licensed to advise people on how to make their individual situations work better in their favor. I focus chiefly on helping people with the kind of monumental decisions that involve either a lot of money or a long-term commitment, or both like the decision to buy a home instead of renting one, or to refinance when they already own their home.
Outside of my work life, I have always prioritized the support of others during my off-hours. Helping people achieve their goals, especially when those goals are as complicated as navigating the financial landscape has always brought me a sense of peace and fulfillment.
Beena Naidu
Hello, I’m Beena Naidu. I was born in Fiji and raised in New Zealand, and I bring the warmth, culture, and values of both places into everything I do. I enjoy working with people, building meaningful connections, and continuously expanding my knowledge.
I have studied Business, Marketing, and Management, and I have recently completed my Diploma in Psychology. I recently completed my Level 5 qualifications to become a Financial Adviser, further strengthening my ability to guide clients through important financial decisions.
I have accumulated twenty years of experience in the banking industry, where I developed a strong passion for numbers, financial solutions, and customer service. I am currently part of the Moonstone team, where I focus on supporting our growth and helping ensure that every customer receives a personalised, positive experience.
I am married with two wonderful children, and together we enjoy travelling and exploring new places. Family time and shared adventures are an important part of my life.
I am committed to delivering thoughtful, accurate, and customer-focused service in everything I do. I value continuous improvement, teamwork, and creating an environment where clients feel supported and confident in their financial journey.
Next step
Ready to talk through your goals?
Book an initial conversation and we’ll outline the next steps and the information we’ll need to provide advice tailored to your situation.