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 todayservice@cavefinancial.co.nz
09 302 7310
2/70 St Heliers Bay Road
St Heliers
Auckland 1071
New Zealand
PO Box 125 100
St Heliers
Auckland 1740
New Zealand
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