20 Palm Beach Blvd, Papamoa, 3118, New Zealand
Established January 2015
We help our awesome clients get home loans (sometimes with the help of their KiwiSaver) and insurances, plus we give specialist financial and investment advice. We'll get you the best deal on your mortgage or insurance and set it all up for you - this service is free!
- Mortgage Broker Services - FREE - first home loans, mortgage refinancing and more
- Insurance Broker Services - FREE - life insurance, income protection insurance, health insurance, and more
- KiwiSaver - FREE - unlocking funds to purchase your first home, retirement planning with KiwiSaver, choosing a fund and more
As we are independent mortgage and insurance brokers, we can provide quotes from major providers and the not-so-major providers to see what suits your budget and fits with your lifestyle. It's about getting you the very best deal, while structuring things so you have the security and cover you need.
We want to provide a consistent, trusted relationship in the ever-changing marketplace, and we get a real buzz out of helping people navigate their way in an industry that can feel quite foreign and overwhelming. We'll explain everything to do with your mortgage or insurance in simple terms, so you're always in complete control of the decision-making process!
Certified Financial PlannersWe have the highest level of financial planning and advisory qualifications available in New Zealand, and we've been helping individuals and families with their mortgages, insurances and future financial planning for over a decade.
We can build a robust financial plan for you, providing you with the information you need to make the right decisions today for your future.
Financial Planners usually charge fees for this service - which can range in price from hundreds to thousands of dollars depending on how complex your situation is. Understandably, a lot of households are put off by these fees and therefore try to do it themselves, investing hours of their own time and generally not doing the job as well as it could be done.
We'll save you time, save you money by getting you the best deals, and give you professional advice that is tailored specifically to you and your family. And we don't charge a cent!
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