- Helping first home loan buyers qualify for mortgages
- Helping clients implement insurance plans which do not increase with age
- A keen understanding of what makes a mortgage right for you
- Creating a simple yet comprehensive health, life and illness plan for clients
- Going the extra mile for the client when the situation looks lost.
- Always putting the clients needs before big business.
Background & Experience
With over 15 years of experience in the finance industry, Mark is well placed to give expert advice over almost any area. Beginning as a bank officer and moving on to home loans, Mark learned a great deal about what makes the kiwi family tick. In 2013 he moved to Risk Insurance and truly found his calling. As an adviser Mark is able to put his clients first and create long term relationships which ensure that his financial advice will stay relevant to their long term needs.
The move to Lifetime means that Mark is now able to advise clients on Mortgages as well as Risk Insurance, allowing him to provide a complete financial plan for his clients without any gaps. It is this full range of expertise that sets him apart from the pack. From established businesses to first home buyers, Mark is here to put a financial plan in place which will work now and in the years to come.
As a teenager, Mark moved to New Zealand from the United Kingdom with his family. Originally, this move was only temporary but Mark quickly fell in love with the country and now considers himself a true Kiwi. He is married to Tracey and together they have two young sons, Zekaryah and Elisha. Away from work Mark can usually be found gleefully cheering on the Wellington Phoenix, hunting, fishing or getting up at odd hours to watch Liverpool play.
Lauren & Pat
Mark was instrumental in ensuring that my home loan needs were appropriately met once we had found a property in the Wellington region that we wished to buy.
His approach was methodical, thorough and friendly, which resulted in an excellent outcome and a great customer experience from my perspective.
Mark went the extra mile to ensure that we were well informed throughout the process and that we were always in good hands if he wasn't handling any part of our process directly.
Thanks in no small part to Mark and his efforts, I am now a homeowner.
David Higgins. Innovation & Technology Enthusiast
Mark was very detailed in setting out how he saw my insurance needs, getting me quotes on various insurance products, and following up.
David Norman. Economist.
In the finance industry since