Bespoke Solutions
For Mortgages and Investments
No amount of Google-reading could ever upskill us to his level of knowledge, and why would you bother when someone can take the lead for you and make the impossible, possible!
Scott & Jodie
Home ownership - Mortgages
We see ourselves as your mortgage partners – we are on your side, and we believe in our clients. We offer sound, considered advice, and ensure we are clear on the risks and guidance you need to make the best decisions for you and your family. If you are looking to work with someone who will advocate for you and get you the best options available, based on your current financial position, we would love to hear from you.
Investments - Kiwisaver
People seek investment advice for a range of reasons – mostly they want to increase their personal wealth and financial security through to retirement, and to have someone that will partner with them to achieve their investment goals. We are also careful to take your personal preferences on board – we understand you may have strong feelings on where your investment funds are being directed or who they are supporting and take your wishes seriously. We do this because we’re interested in building long-term partnerships with our clients, and we always start as we intend to continue, offering responsive, transparent and friendly guidance, mindful to present you with the best available options for you at that time.
Living in retirement
Retirement - those if us a little longer in the tooth may be looking for regular income or won’t have spent the bulk of our working years saving into a Kiwisaver fund. If you don’t have a large source of funding for retirement, we have solutions to suit your stage of life, including Reverse Equity mortgages.