Why choose WealthHealth?

Dread dealing with insurance companies or banks? Here’s why our advice comes up trumps

• Our mortgage broker, insurance and KiwiSaver services are all usually free to you -
  because we are paid commissions by lenders/providers (more info here on this).

• When the bank says No, we have lots of other options that might suit your needs.

• We’re highly-skilled specialists with over 20 years’ experience and a superb reputation. (Check our testimonials!)

• We work with a wide range of mortgage lenders, insurance providers etc - to find and then negotiate the very best deal possible for you.

• We take care of everything for you from go to woah - doing the legwork and saving you time, paperwork and stress.

• Our mortgage brokers can potentially save you many thousands of dollars over the life of your mortgage.

• We promise comprehensive yet clear (easy to understand!) communication every step of the way.

• While advice you get from a bank or insurance company may be valid, it is also only limited to (and biased toward) the products they provide and their criteria - rather than the best deal for you, your needs and your circumstances. We’re unbiased and independent, and we are 100% focused on you and achieving your financial goals.

• While we’re based in Tauranga Bay of Plenty, we have clients right across New Zealand - so much can be done these days through virtual (online) meetings.

• Clients love our relaxed style, and we’re often told we actually make the process enjoyable. We love simplifying the complex world of finance for you.

• We genuinely care about our clients - that’s the whole reason we started WealthHealth!
  Read more about Craig’s banking background here

Our ‘Whole of Life’ Approach

Yes, we’re mortgage brokers. But a mortgage is a major financial decision that can affect your life in huge ways downstream, so we go a step further than just finding out how much a bank will lend you.

We outline your best mortgage strategy only after robust conversations about what’s important to you in your life, and what your future life goals. We want to feel confident that you can sustain the level of debt, without impacting the lifestyle you and your family desire, or the other things you want to achieve in life.

We also provide advice on other important financial areas too - from insurances to protect your family, income/lifestyle and home, to KiwiSaver fund selection and retirement planning, through to financial success strategies and comprehensive, year-by-year planning.

Wealth and success means many things to many people. It’s not our job to tell you what that is - our focus is on helping you get to where you want to be. And if you like, we can continue to work with you over the years, to ensure you stay on track or for ongoing support if your circumstances change.

If you’re looking for a mortgage broker or a financial advisor you can really trust, talk to us - keeping it real for clients across Tauranga, the Bay of Plenty and New Zealand.