My role is to make sure things run like clockwork in our mortgage business. Having been with the company for nearly 10 years I have a vast knowledge of how the company runs overall. The majority of my...
With central offices in Tauranga, we have a large professional team of financial advisers to assist you with all your financial requirements. Our services include;
- First home and new home lending
- Commercial lending
- Life and health insurance
- Trauma cover
- Income protection
- Retirement planning
We are passionate about helping our local community to put the best insurance and financial plans in place. If you want to know more about how we can help you, give us a call or pop in.
Hello, my name is Bruce, and I like helping people make good decisions about life. I enjoy helping people make sensible decisions about money management and wealth creation. I specialise in people rel...
I work behind the scenes with our mortgage team in the Tauranga office and provide essential administration support to our team of advisers.
I ensure things run smoothly with the initial application stages of loan approvals.
I am your friendly adviser support who looks after our awesome advisers and takes care of the administration tasks for our clients. I love helping people from all walks of life. It's an amazing feeling when you make someone's day without expecting anything in return and I love making a difference to people's lives. It was instilled in me to always be kind, treat everyone how you want to be treated an give everything you've got when doing a job. My biggest passions are reading, health and fitness, rugby league, photography, gardening, baking, going to the movies and my family; especially my son who taught me how to be the person I am today.
I am your adviser support and administrative go to person for all things investment. I'm the person who keeps things running smoothly in the background and makes sure everything; right down to the tiniest little details are how you want them to be. If this can be done with a bit of humour, so much the better!