You won’t be expected to understand all the terminology or arrive with everything organised. We’ll start with where you are now.
I’ll explain your options simply, including the benefits, costs and things you should think about.
I’ll tell you what is needed, help prepare the application and communicate with the lender.
You shouldn’t have to wonder what is happening. I’ll keep you informed and let you know what comes next.
I’ll still be here when your fixed rate is ending or your mortgage needs another review.
My advice costs you nothing. The lender pays a commission when your loan settles, and I’ll always be upfront about how that works.
I help clients throughout Pāpāmoa, Tauranga and the wider Bay of Plenty. I can also work with you anywhere in New Zealand by phone, email and video meeting.
My specialist area is mortgages. I provide my advice through my adviser relationship with Isbister Partners, an established New Zealand financial advice business that has helped more than a thousand Kiwis into their homes.
That relationship means you get my personal service with an experienced team behind it. And if you ever need KiwiSaver or investment advice, I can introduce you to a qualified specialist at Isbister Partners who will look after that side separately.
Whether you’re ready to apply or only beginning to explore your options, you’re welcome to get in touch.
