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Simply Great Mortgage Brokers & Financial Planners

independent, uncomplicated & just a little bit different!

HOME LOANS

 

  • Personalised & easy to understand home & investment property loans.

  • Repay debt quicker & save thousands in interest every year.

  • Expert help with property investment.

  • Independent unbiased advice on loan restructuring & refinancing.

  • Excellent interest rate & cash bonus negotiations.

  • No fees banking.

BUSINESS LOANS

 

  • Business banking & commericial property loans.

  • Grow your business with loans that work. for you, not the bank. 

  • New plant or equipment loans.

  • Business expansion loans?

  • Is cashflow a problem, or maybe you have a tax bill to pay?

  • If we don't save you money, there's no charge!.

  • See us for excellent advice!

LIFE & FINANCIAL PLANNING

 

  • Life is a journey - are you motivated & heading in the right direction to achieve your financial  & retirement dreams?

  • Plan it, implement it & reach your destination with our personalised guidance.

INSURANCE

 

  • Take charge & protect yourself for those surprises in life.

  • Chill out — when things go wrong, you're covered!

  • Protecting what matters most, when you need it.

  • Are you over-insured or under insured? Let us review this for you.

  • Life, Trauma, Disablement, Mortgage & Income Protection & Health Insurance through AIA.

What our

customers

are saying...

I had previously only used mortgage brokers that did not charge a fee for their services. I realise now that the previous brokers I have used may not have had the expertise or resources to sort out matters that had the complexities of mine and successfully obtain the finance I was seeking in the way that Neil did. Further, Neil was able to provide certain advice and valued added services and benefits that an average mortgage broker likely could not.

 

Neil was familiar with the issues faced by persons in my situation. He provided an overview of my financial situation and capacity, mapped out a pathway, and provided pragmatic solutions and advice in a considered and timely manner. Furthermore, Neil put energy into securing a cash contribution from the lender that exceeded my expectations. He also structured my borrowing in a way that I had not envisaged but which was beneficial.

 

I would have no hesitation in recommending Neil’s services to persons whose financial situation is not straightforward, such as the self-employed, and/ or would like an elite mortgage broker who can go above and beyond for a client. I thank Neil for helping me achieve my current property goal, and I will be using his services again for future financial matters."

Barry Kirker

With Neil's assistance, we have purchased 3 properties in 8
months where our previous lender wasn't able to help us with one. We now feel our future (retirement) is secured.

Andrew & Janine Cook

I have told so many about you as I totally trust your guidance and direction - you are honest and know your s*@t! I wouldn't be where I am today if I didn't have you all in my life - you are fabulous and that's everyone - so professional. Thank you so much!

Louise Oliver

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P  +64 9 919 3460  F +64 9 533 4550  |   PO Box 54-216, Half Moon Bay, Auckland 2144, New Zealand

Level 1, The Promenade Building, 1 Ara-Tai Drive, Half Moon Bay Marina, Auckland, New Zealand

 

 

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