How can I help you?
Mon July 8th 2019
With an ever changing financial market and a focus on sales and targets, how can you be sure your bank has your best interests at heart? As your broker I will take the time to get to know you and then find the best solution you need, and then get it done.
When was the last time you met with a bank manager? Gone are the days when you had to have a good relationship with the bank to be able to apply for a loan.
These days there are a plethora of financial lenders, all vying to offer the lowest market rates and claim to provide the best customer service.
So how do you know that you're getting the best deal for YOU?
That's where I come in. When taking out a home loan, it's not all about getting the lowest rate. Together we will explore your situation and consider the long-term. Has your current lender asked you when you want to be mortgage free by, or how you would manage repayments if there were a sudden sharp increase in interest rates? When can you stop working and still be financially comfortable? How can they advise you properly without knowing the full picture? The answers you give will have a huge impact on how your mortgage is structured. As your broker I will take the time to get to know you and then find the best solution you need and get it done. I am authorised to give you advice on financial products provided by a wide range of organisations. When I negotiate on your behalf - the bank will take notice. They know you are a customer who is serious about getting a good deal, paying off your mortgages (in time) and serious about property investing. The answers you give will have a huge impact on how your mortgage is structured. As your broker I will take the time to get to know you and then find the best solution you need, and then get it done.
Your mortgage is likely to be one small piece of your financial puzzle. Having taken the time to get to you know you, your family, your goals and aspirations will better place me to offer advice on Insurance, Savings, and Retirement planning should you wish to explore these too.
Get in touch to see how we can work together to achieve your financial freedom.
Need our help?
We're here to answer your questions.Get in touch with us today
Michael is an expert in his field and really goes the extra mile to ensure a professional, thorough and enjoyable experience when looking for Insurance cover or trusted Financial advice. Highly recommended.
Michael has a wealth of information to share with regards to financial planning...he has always provided valuable information to both my clients and me without being a pushy sales person!
I am thrilled with the advice and service Michael provided me for financial planning and for personal insurance. Trustworthy and a very nice chap! I highly recommend his services.
Michael has consistently provided excellent service, financial advice, support and follow-up on insurance services for my business. I would highly recommend Michael to anyone needing clear and honest financial advice.
More people are staying invested in KiwiSaver at age 65
More kiwis are choosing to keep their KiwiSaver going when they reach retirement. Read my thoughts on why in this recent Newshub article, along with other industry experts.
Coronoavirus: Should I be changing my Investments?
As the Coronavirus epidemic enters it's eighth week, Investors around the world continue to assess the long-term economic effects of the epidemic, with mixed verdicts.
The Myth of 2020 Vision
Jim Parker, Vice President of Dimensional Fund Advisors, looks at how this years political and economic events could shape the financial markets, however he advises to err on the edge of caution if your usual investment behaviour is determined by what you read in the press.