and Our Process

Initial Consultation

We can meet at a time that suits you, face to face, over the phone or through Zoom.

We’ll happily come to your place (after 5pm is also no problem) or we can meet out and chat over a coffee.

At this meeting, we’ll find out a bit more about you and your family – your personal future goals, level of debt, income and expenditure – and we’ll agree on what level of service you’d like from us.

The options include:

  • Mortgage Finance – we can help with your first home, an investment property, a home equity release loan, renovations, debt consolidation and more
  • Personal Insurance – we can help with Life Insurance, Income Protection/Disability Insurance, Health Insurance and also Fire and General insurances.
  • KiwiSaver – using KiwiSaver to help get a deposit for your first home, ensuring you have the very best KiwiSaver fund for retirement planning, and more.
  • Comprehensive Financial Plan – a clear road map to get you to your family and financial goals

At this meeting, we’ll also gather all of the information we need to complete this work for you.

Second Meeting

We’ll present our findings and recommendations for you, and we can discuss all the features and options, all the pros and cons, etc.

We’ll agree next steps with your mortgage, insurance or other plan – that might be choosing an option and progressing with it, or perhaps leaving you with everything to think it over.

When it comes to mortgage and insurance application forms and other formal documentation, we can walk you through the entire process – explaining all the fine print in simple English!

Annual Review

Every year we’ll check in with you to see how you are tracking, see if anything has changed in your personal circumstances, and make recommendations if needed

Get in touch with us today to see how we can help you

0800 672 537