Some of us can remember when our relationship with our bank was much more personal than it is today. The staff knew who we were, and a friendly greeting and name recognition were part and parcel of visiting the bank. In this age of comprehensive branch closures and increased reliance on electronic banking, not many of us get the opportunity to build a long-term personal relationship with our bank. That is one reason why, for many people, their financial adviser has become the main point of contact for their mortgage.
The volume of mortgages our group handles gives us significant negotiating power with our panel of lenders (see terms of engagement document for which banks I deal with). This means that I will negotiate a very competitive overall package for you, including interest rate, bank fees and other benefits.
I am a keen property investor, with rental properties in Wellington, Wairarapa and Queenstown.
I am a financial adviser specialising in mortgages and personal risk insurance. I have completed the National Certificate in Financial Services, and have a Graduate Diploma in Business Studies (Personal Risk Management) from Massey University.