- Helping you purchase your first home, family home or investment property
- Providing guidance to structure your mortgage effectively to meet your specific needs
- Protecting you, your family, your business from financial crisis
- Providing advice on KiwiSaver and lump sum investments to grow wealth
- Your one stop shop for all your personal financial requirements
Julian is truly passionate about helping people achieve their financial goals in life and protecting what they have. He takes a client centered approach and works to help you build all the separate components required to reach your financial goals.
Because Julian is an Authorised Financial Adviser who is accredited to provide advice on mortgages, investments and insurance, he can provide a one stop shop for all your personal financial needs. Julian's clients really appreciate this as it means building a good relationship with one adviser who really does understand all of their financial needs.
Background & Experience
Julian has 16 years experience in the financial services industry providing advice and products to large international corporations, SME's and individuals. Assessing credit risk, commercial finance and for the past 7 years as an Authorised Financial Adviser working with business's and individuals. He is a family man and a business owner so he feels this provides him with the background and insight to truly understand his clients needs.
Julian is a Canterbury man, born and breed. He attended St. Andrews College and started a career in Sales at an early age. He has always had an interest in finance and investing which lead him in the direction of the financial services industry. He now gets a great deal of satisfaction helping others by sharing his knowledge and advice with them.
In his spare time Julian enjoys spending time with his wife Erica and their 4 children, the boys with their rugby and the girls with their ballet. Julian also enjoys Motor Racing, entertaining and helping Erica with her business.
One adviser, all advice.
It is very rare in todays tightly regulated financial services industry to find an adviser who still provides advice on Mortgages, Investments and Insurance. Julian's commitment to delivering a client centered approach means he goes the extra mile for his clients, putting in the work required to keep abreast of all three of these complicated area's he truly is a one stop shop for your financial needs.
Put him to work for you today!
- James Jackman
We just bought our first home and I honestly don't think it would have been possible without Julian.
- Emma Travialle
My partner & I have just bought our first house & Julian has been absolutely amazing. The process of getting everything together to go unconditional can be stressful when you are waiting on other agencies pushing time limits, but Julian was brilliant & chased everything up for us. He managed to get us a fantastic deal, despite being low equity buyers. We definitely recommend him, especially to those who are new to buying houses & a little unsure of the processes. He will make it a seamless experience for sure.
- Olivia Pither
Due to a recent change in personnel, Julian was given an opportunity to review all of our insurance cover. We found that he had a very personable manner and due to his attention to detail and his well rounded knowledge of the industry, we were able to make some significant cost savings in terms of insurance, whilst not compromising our benefits in terms of cover. We would therefore have no hesitation in recommending Julian to others as their personal adviser.
- Trish Fraser and Stephen Kirsopp
When you analyse the habits of those considered financially successful, you start to see trends in their everyday behaviour, Julian Lingard says.
1. They keep learning
Once they’ve identified areas in which they want to gain wealth, they start educating themselves in those fields.
Invest in your self-knowledge by reading the relevant books, following the right bloggers and spokespeople, and keeping up to date with policy changes in the news. A lot of websites in New Zealand even send daily or weekly updates to your mailbox. There are tons of resources out there (although it’s important to first check their credibility) that will help educate your financial decisions.