Our customers

First home buyer
We know how nerve-racking and confusing buying your first home can be, and that’s why we’ll be there throughout the process to answer any questions you have.

Existing home owner
You’ve done it all before but you can always do it better. The first time you use a mortgage adviser, you’ll find the process much smoother, and you’ll notice the benefits an expert can offer.

Property investor
We’ll take into consideration your entire portfolio, any existing relationships you have, and ensure any additional purchases compliment your property strategy.

Business and commercial
No matter how big or small, we’ll get to know your business inside and out, find out what makes you tick and what you’re trying to accomplish. Successful businesses rely on relationships.

 

Home loans

Whether it’s your first or your hundredth home loan, we offer a range of services and expertise and are ready to assist you in every facet of the purchase, including:

  • getting pre-approval.
  • making offers, including advice on what conditions to include in your sale and purchase agreement.
  • applying for Kiwisaver, Housing New Zealand grants, and Welcome Home Loans.
  • sorting your deposit, whether it be less than 20%, 10% or 5%, or using cash gifts.
  • structuring your loan, including bridging finance.

On top of this, we’ll be liaising with all those lawyers, accountants, building inspectors, and valuers to get the job done.

Give us a bell and discover the value of an experienced adviser.

 
 

Investment property loans

Whether you’re new to the property investment game or well-experienced, we can assist you and ensure you maximise your gains. We’ll let you know:

  • how to use your equity to your advantage.
  • the advantages of different lenders.
  • the best way to structure your loans.
  • how to build a property strategy.

And, if you need an accountant, lawyer, or builder, our trusted and extensive network is on hand. Get in contact and see how we can expand your portfolio.

 
 

Business & commercial loans

Just because running a business is hard, doesn’t mean getting a loan should be. We’ll get to know your business strategy, and, as well as getting you the best interest rates for your solution, will ensure your lending is structured to meet your long and short term strategic goals.

Make contact and see how we can grow your business.

 
 

Insurance

Insurance is a part of life and gives you peace of mind, so it’s important that some thought is put into your providers and your policy coverage. We can assist you with the following insurance types:

  • life insurance
  • income protection insurance
  • mortgage protection insurance
  • trauma insurance
  • home, car, and contents insurance
  • health insurance

We’ll ensure your insurance is great value and has you, your family, and your business covered should life ever throw an unwanted challenge your way.