I am a Registered Financial Adviser and I believe in providing quality advice and service every time. I have been in the Financial Services Industry for over 15 years and assisted numerous families with their Home Loans. This includes first home purchases, Refinancing and/or purchasing investment properties, Top up on existing mortgages and fixed rate renewals.
With extensive experience in Specialist Lending, I am able to think outside the square when providing solutions. I pride myself on my ability to Listen and closely understand my client’s needs. I make sure clients are kept informed from the first appointment through to settlement and keep in touch post settlement.
All banks are not the same and a good knowledge of their products and policies can mean the difference between a seamless application process and one that gets knocked back. I work with both Banks and Non-Bank Lenders to ensure we find the best structure to suit your unique situation and obtain a competitive package from a lender who appreciates your business.
A good relationship with Lenders also helps me negotiate a better deal for you. This can be a higher approval limit, discounted rate, fee waiver or a quicker decision. In some instances it can be all of the above.
My service also includes liaising on your behalf with other professionals ie Lawyers, Registered Valuers, Accountants etc. I can also help you understand conveyancing and liaise with real estate agents.
Finally If I can’t find you a solution straight away, I will help you put together a plan in place so you meet requirements from Lenders over the coming months. When not out visiting my clients, you will find me spending time with my friends or working within the Tibetan Community in NZ.