We help our awesome clients get mortgages, home loans (sometimes with the help of their KiwiSaver) and insurances, plus we give specialist financial and investment advice.
The WealthHealth team will get you the best possible deal on your mortgage or insurance and set everything up for you!
Remember that advice you get from a bank? While it’s valid, it’s likely to be highly biased towards their products and services rather than the best deal for you.
We’re subjected everyday to a barrage of information and advertising about financial products like health insurance, life insurance, mortgages and KiwiSaver – but who has the time to sit down and work out what would be the smartest solution for you and your family? Chances are, you only get the opportunity to look into these things at the end of a hard day’s work, and that takes energy most of us don’t have!
So how can you be sure that what you’re signing up for is really the best possible choice for you, and what is the quality of the mortgage package or insurance product?
The only agenda we are focus on is our customer’s.
We take the time to understand where you are coming from and where you want to go, so that we can put 100% focus into a financial plan that will help get you there. Plus, we keep in contact with you along the way, ensuring the plan is working for you and making tweaks if we need to. At the end of the day, we just want to get you the best deal possible (Plus we’re awesome, friendly people!).