Helping everyday Kiwi's achieve financial freedom
If your mortgage isn't structured properly, you could be paying thousands more in interest than you need. Wouldn't you rather put that money towards a holiday or paying off debt faster?
We work closely with you to provide a tailored home loan that suits your needs. Not only will you save thousands in interest costs but we'll help you build a plan to achieve your financial goals. The best part, our service is free.
First Home Buyers
Buying your first home is a major financial decision so it’s key you get the right advice and have someone working along side you that you can trust.
We make the home buying process as easy and stress free as possible and ensure your home loan is set up to save you thousands in interest and achieve your financial goals.
Sometimes life throws you a curve ball. Some of us will get sick, some will have an accident and some of us will die prematurely.
We can't control what happens but what we can control is the impact these unexpected events will have on our loved ones.
We will help you put a personalised plan in place to protect you and your family in the event something unexpected happens that fits within your budget.
Working in your best interest
- We work in your best interest, not the bank's
- Our service and advice is free, no obligations to sign up
- We have access to most major lending institutions in NZ so if there's a solution to your problem, we will find it
- Flexible meeting times to meet in evenings or weekends to suit your schedule
Advisers for life
- We build long term relationships with our clients to become your financial adviser for life
- We can manage all your personal lending and insurance needs including house, contents & car cover
- We review your business annually or as your circumstances to change to ensure everything is up to date and relevant to your needs