Jie Yan

Loan Market Mortgage Adviser servicing Mt Eden, Newmarket, Mt Albert, Mt Roskill, Blockhouse Bay and surrounding suburbs

About Jie Yan

Prior to joining Loan Market, I worked with the ASB for over 14 years in a senior position. I had more than 8 years as a Personal Account Manager where I managed high valued clients. These customers included many who had significant property portfolios. They had more complex needs which often required innovative solutions.

My extensive experience and broad lending knowledge mean that I am able to provide the many types of lending solutions required today. I keep my client’s interest first. I will work with you through the journey to help providing the path to achieve your financial plans and goals.

No matter whether you are first home buyer or property investor, building a house or purchasing a business, or just shopping for the best refinance package, with access to all major banks and many non-bank lenders, I can help you to find the best solution for your needs. I am also aware of the many ways your mortgage can be structured to achieve debt reduction and hence interest savings.

My service doesn't end once your loan settles. As part of my service, every year I would like to meet with my customers and complete a Financial Health Check. This will include looking at future needs as your financial position changes over time, any fixed interest rate renewal and ensuring your mortgage is structured correctly.

I am fluent in both English and Mandarin which helps, as speaking in your own language assists with you getting your dream home.

加入Loan Market之前,我在新西兰大型银行之一的ASB工作超过14年, 其中8年担任贵宾客户经理,帮助他们打理比较复杂的投资理财和贷款业务。

不论您是首次置业还是投资买房,买地建房还是买生意,或想重新组合现有的贷款寻求最佳的利益,我都会以多年的专业工作经验为您寻求最佳解决方案。我们的合作伙伴除了各主要银行,还有实力雄厚的财务公司,多种选择,一切以您的利益为主。

作为贵宾,我会定期与您做财务分析,确保您的贷款组合与不断变化的财务目标是一致的,并且努力寻求最佳方案降低投资成本。

我精通中文和英文,用您的语言帮您实现拥有理想家园的梦想。