Carl Whittred

Financial Adviser

NZCFS Level 5

M: 021 196 0833 |

About Carl

Hello, my name is Carl, and l love a bit-of-a-yarn! I love sharing the how, and why, through conversations with just about anyone. I'm a financial adviser that is passionate about helping you reach your dreams. It's simple, really: good people like working with good people and people they can trust. Integrity matters to all of us. So if you're ready for some real talk about life, balance, security and what-if's, then lets make some time to catch-up. Let me help take you on a journey towards your financial freedom. Communication is key, making finance simple and easy to understand. So let's talk. Openly, and honestly, and find a resolution that you'll be happy with.

My Specialities

  • 10+ years of assisting clients into their homes.
  • Construction Lending.
  • Refinancing/Loan Structure Advice.

My Three Golden Rules

1. Everything starts with a conversation

2. Treat every one with the same level of respect you wish to be treated with.

3. Truth is key.

Neither Lifetime nor I have been subject to a reliability event. A reliability event is something that might influence you in deciding whether to seek advice from either myself or Lifetime. As an example, this would be a serious event such as legal proceedings against me, or bankruptcy in the last four years.

Get In Touch

Contact Carl on 021 196 0833  | or alternatively send us an online enquiry below.