We offer funding solutions to reach the goals you have now, with successful strategies for the future. Talk to us for advice to get you closer to where you want to be.
Mortgages – first home buyers, self-employed and business owners, investment property owners. We are innovative, working with banks but also a raft of other lending service providers including shared ownership and second tier lenders.
Property Owners – Mum and Dad investors, property investors and those wanting to start to build a small but well-performing investment portfolio.
Kiwisaver – there are plenty of options out there, but which is right for you? We make it easy by assessing your age, income, and current assets in order to find the right fund for your stage of life. This is important, especially if you are looking to buy a first home or increase personal wealth.
Investors – many of our clients are looking to achieve a goal in their life through investment. Those goals could be providing a sustainable lifestyle in retirement, taking a long overseas holiday, funding their children’s education, retiring early, or buying an asset they have always dreamed of owning.
We work closely with aligned business partners, often able to refer you if we aren’t able to assist. We are often recommended by:
• Real estate agents with home buyers and property investors
• Developers needing finance to complete a development
• Accountants with clients needing business finance or succession planning from the sale of a business
• Lawyers with clients looking for financial advice for individuals and trusts
What’s more we can do this digitally if that works better for you.