Get in touch with the team!0800 672 537
Wondering what sort of things we do…?
We help our awesome clients get mortgages, home loans (sometimes with the help of their KiwiSaver) and insurances, plus we give specialist financial and investment advice.
We’ll get you the best possible deal on your mortgage or insurance and set everything up for you!
- Mortgage Broker Services – first home loans, mortgage refinancing and more
- Insurance Broker Services – life insurance, income protection insurance, health insurance, and more
- KiwiSaver – unlocking KiwiSaver funds to purchase your first home, retirement planning with KiwiSaver, choosing a fund and more
Even more from us!
- First Home Buyers
- Re-financing a Mortgage
- Construction Lending
- Home Loans
- Property Investment
- Orchard Finance
- Business Finance
- Commercial & Agri Finance
- Life Insurance
- Trauma Insurance
- Income Protection / Disability Insurance
- Health Insurance
- Funeral Insurance
- Kids Insurance
- Business Life Insurance
- Business Income Protection
- Key Person Insurance
- Workplace Health Insurance
- Discounted Home Loan Rates
- Asset Finance
- Vehicle Finance
Independent Mortgage & Insurance Brokers
We are independent insurance and mortgage brokers, which means we can provide quotes and packages from both major providers and the not-so-major providers, and unbiased recommendations on what best fits your budget, your goals and your lifestyle. It’s about getting you the very best deal on your mortgage, insurance or KiwiSaver, while structuring things so you have the security and cover you need.
We want to provide a consistent, trusted relationship in the ever-changing marketplace, and we get a real buzz out of helping people navigate their way in an industry that can feel quite foreign and overwhelming. We’ll explain everything to do with your mortgage or insurance in simple terms, so you’re always in complete control of the decision-making process!
Certified Financial Planners (CFP)
Craig Coupland is a CFP, which is the highest level of financial planning and advisory qualifications available in New Zealand and the processes all our advisers follow are based on this international best practice.
We can build a robust financial plan for you, providing you with the information you need today, to make the right decisions for your future.
Financial Planners usually charge fees for this service – which can range in price from hundreds to thousands of dollars depending on how complex your situation is. Understandably, a lot of households are put off by these fees and choose not to have a plan – or try to do it themselves, without the expert knowledge they need to really do a good job.
We’ll save you time and save you money by giving you the highest quality professional financial advice, tailored specifically to you and your family.
Remember that the advice you get from a bank, while valid, is likely to be highly biased toward their products and services.
So how can you be sure that what you’re signing up for is really the best possible choice for you, and what is the quality of the mortgage package or insurance product?
We’re subjected everyday to a barrage of information and advertising about financial products like health insurance, life insurance, mortgages and KiwiSaver – but who really has the time to sit down and work out what would be the smartest solution for you and your family? Chances are, you only get the opportunity to look into these things at the end of a hard day’s work, and that takes energy most of us don’t have!
The only agenda we are focused on is our customer’s.
We make time to understand where you are coming from and where you want to go, so that we can put 100% focus into a financial plan that will help get you there.
Plus, we keep in contact with you along the way, ensuring the plan is working for you and making tweaks if we need to.
So, why us?
Because we are professional, highly qualified and experienced, but most of all… because we have your interests at heart. (Plus we’re awesome friendly people!)
How do we get paid?
They all pay a similar amount as each other, so we don’t have a bias towards any one provider.