Craig is a highly-qualified, certified financial planner with decades of experience working in one of New Zealand's major banks. As WealthHealth, we are a husband and wife team based in Tauranga, who help our clients get home loans and mortgages (whether it's a first home or an investment property), get better coverage and better deals on their insurance, and ensure they're maximising what KiwiSaver can do for them.
Mortgage Broker Services - FREE Service - first home loans, mortgage refinancing and more
Insurance Broker Services - FREE Service - life insurance, income protection insurance, health insurance, and more
KiwiSaver - FREE - unlocking KiwiSaver funds to purchase your first home, retirement planning with KiwiSaver, choosing a great fund and more
We combine expert-level professional financial advice with truly personal and unbiased service. We take the time to explain everything in plain language, so you're always in control of the decisions you're making. We love seeing our clients achieve their goals - whether that be the keys to your first home, a property portfolio for future wealth, or insurances that give you complete peace of mind for whatever life may bring,
As we are independent insurance and mortgage brokers, we can provide quotes from all the major providers and the not-so-major providers to see what fits your budget, goals and lifestyle. It's about getting you the very best deal, while structuring things so you have the security and cover you need.
We're based in Papamoa, but can come to your place at a time that suits you - we help clients right throughout Tauranga and the Bay of Plenty, and as far afield as Waikato and Auckland.