Our educators & organisers

Credentialed educators, practical clarity.

Accredited financial counselling, classroom teaching experience and daily money management, brought together in a judgment-free Richmond studio. Nobody here sells a financial product.

Empty consultation room used for planning conversations

Helen Broward

Founder & lead financial educator

Helen founded Northbank after seeing how many capable professionals felt quietly embarrassed by disorganised accounts, simply because practical money systems were never taught in school. A former adult-education teacher with 11 years of experience, she leads household cash-flow resets and couples money workshops with patience, warmth and zero jargon.

Qualifications: Accredited Financial Counselor (AFC®) · Certified Financial Education Instructor (CFEI®) · M.Ed. in Adult Learning.

Household cash-flow & budget reset

Blank notebook and pen used to organise information

Curtis Nnamdi

Paperwork & daily money systems lead

Curtis turns years of unopened statements and tangled autopays into streamlined systems. He works side by side with busy families, caregivers and neurodivergent adults to build low-friction bill schedules and clean archival records.

Qualifications: Professional Daily Money Manager (PDMM®) · AADMM member · 9 years in household and senior financial organisation.

Paperwork, tax-prep & bill-pay organisation

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Marisol Vance

Debt strategy & financial habits coach

Before joining the studio, Marisol spent eight years counselling hundreds of households at a community financial empowerment centre, and now replaces shame-driven crash budgets with realistic debt-paydown timelines and emergency buffers that hold up in real life.

Qualifications: Accredited Financial Counselor (AFC®) · Certified Personal Finance Educator · 8 years in nonprofit credit and budget counselling.

Debt-paydown & emergency fund roadmap

Quiet seating corner ready for a studio conversation

Aaron Teplitz

Solo-business & tax-readiness educator

Six years in small-business public accounting showed Aaron how stressful April becomes for solo owners without a simple year-round habit. Aaron now teaches contractors, therapists and creative founders to separate personal and business cash, reserve quarterly taxes automatically and hand clean folders to their tax preparer.

Qualifications: Certified Financial Education Instructor (CFEI®) · QuickBooks & bookkeeping literacy specialist · B.S. in Accounting.

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