“When we sat down with Craig, we just wanted help re-financing our mortgage, to knock off a couple of short-term goals – including money to renovate our home a little.

Not only did Craig outline (and explain really clearly) how we could achieve those goals with a new mortgage, he also showed us how it could be possible – very possible – to get our first investment property! This is a goal we really want to realise, but we didn’t believe it would be possible for many years. We’re now working toward the plan we nutted out together, and we feel really positive about and in control of the future.

We’re also going to have Craig advise us on our KiwiSaver fund next – as we want to make sure we have the very best option available.

Alana and Warren