We meet you where you are
Our team of experts will meet you where you are both financially and geographically! We source financial solutions that meet the requirements of our clients – and we’ll show up at your house (or anywhere else), to offer sound financial advice and a comprehensive mortgage broking service.
Our mission is to make finance and insurance accessible to everyone. We want you to know that you don’t need to feel confused or overwhelmed by the process of protecting your assets, getting a mortgage or accessing other types of loans. We believe that everyone deserves access to financial advice and services, and our team is here for you.
Our goal is to help you understand how loans and insurances work so that you can make an informed decision about how much money you want to borrow, what type of loan would be best for your needs, and whether or not it makes sense for you financially.
Mortgage & Insurance Experts
With over 80 combined years of experience in the financial industry, our team of expert consultants offer clients sound financial advice and mortgage broking services. Our team of financial consultants and brokers are based right here in the Eastern Bay and provides a mobile service throughout the Whakatane district.
Not in the Whakatane area? No problem! Harnessing the power of the internet, we also offer our services throughout New Zealand.
We offer advice and services for:
- Home Loans
- First Home Buyers
- New Build / Construction Loans
- Investment Property Loans
- Property Development Financing
- Refinancing
- Asset Finance Loans
- Business Finance
- Life & Risk Insurances
- Health & Medical Insurances
- KiwiSaver advice