KINGBIRD - Key Persons
I am in my 3rd year of my business degree in Financial Services at Massey University. I'm passionate about helping our clients throughout their lending journey, whether they're refinancing, purchasing a new property, or business finance and everything in between.
Job Titles:
- Licensed Adviser - FSP1004224
More than just a mortgage advisor, Helen brings to the business a coaching skill set. This means she can tap into a holistic financial well-being approach, ensure your overall financial goals are achieved.
Whether buying or renovating your home, refinancing your loans, reinventing yourself after life-changing events or just making sure you know your options, Helen works with your goals in mind.
If you are looking make changes to your home whether large or small, your mortgage is up for review (your fixed rate is expiring), are purchasing a property, or have a general residential lending enquiry, please reach out for a no obligation chat to see how I can help you.
Job Titles:
- Licensed Adviser - FSP1000411
I am an experienced business manager with over 30 years in the finance/lending, capital raising and asset financing markets. I have a "client first" philosophy, think "outside the square", am innovative and importantly I "Get things done"!
And I am booked with Virgin Galactic to take their commercial space flight as astronaut 365!
Job Titles:
- Licensed Adviser - FSP1006560
Service is at the core of everything I do, and nothing brings me more joy than seeing customers and clients walk away with their needs met and their problems solved. My background has been in sales and finance, and most recently, the motor vehicle industry arranging finance for clients. That gave me the desire to assist clients who need financial solutions to meet their needs and grow their wealth. I am now a fully qualified Financial Adviser with a Certificate in Financial Services Level 5 and working with the team at Kingbird to provide mortgages, asset and business finance solutions.
Outside of work, I am a big fan of tennis and skiing. I am a massive foodie, so if you've got any recommendations, please let me know where to go next.
Job Titles:
- Licensed Adviser - FSP1006716
Lan (Toni) Wang holds a Bachelor's Degree in Human Resource and International Business from Massey University, and a Graduate Diploma in Translation and Interpretation at AUT. She has also completed her Certificate in Financial Services (level 5) as a requirement for her role as a mortgage broker.
Toni is bi-lingual - speaking fluent Mandarin and has a high proficiency in Cantonese and English. She also has experience in business finance and asset lending across multiple businesses where she was the Director and Owner. Here, she provided solutions to complex financial problems. Toni joins Kingbird to allow her to provide mortgage and finance solutions to the wider market. She has a specific focus on the Asian and Chinese community where she has nurtured relationships and has strong community connections.
As a business owner, Toni assisted clients across all nationalities including English and Asian speaking clients. She takes pride in her ability to work with clients to find the best financial solution that meets their needs.
Job Titles:
- Digital Marketing Manager
I have over seven years of experience in New Zealand's digital marketing industry and have a strong background in social media, front-end website development, copywriting, and email marketing automation. My most recent role was with an agency that included mortgage advisory firms in their client list. Before that, I worked for a financial advisory firm where I managed all aspects of their marketing including management of their websites, paid social, and the creation of e-books. I have a Bachelor of Science in Business Management and currently hold a Certificate in Financial Services Level 5 RPL strand. I came to Kingbird to manage all aspects of the company's marketing and promotional materials.
Job Titles:
- Licensed Adviser - FSP1004828
I am an experienced lender with over thirty years of banking behind me. I understand financial institutions and what they are looking for. Most importantly I have dealt with customers all my working life and I understand what good service looks like. I care about what customers need and my passion is coming up with solutions for them.
Job Titles:
- Licensed Adviser - FSP1005706
I am passionate about helping clients to understand their needs and working to meet their desired goals. I have 6 years of experience working as a manager in customer service role and also owns an e-commerce business.
Job Titles:
- Licensed Adviser - FSP1003889
I possess a deep expertise in Lending, Relationship Management, Investment Advisory, and Team Leadership. Moreover, I have comprehensive knowledge of diverse home loan products, ensuring that I can devise the most fitting solutions for first-time homebuyers, savvy property investors and those seeking refinance or additional loan capabilities.
Job Titles:
- Licensed Adviser - FSP1006566
With a background of 20 years as a Chartered Accountant and 3 years as a mortgage broker, I possess a deep understanding of mortgage and lending requirements. I also understand that everyone's financial situation is unique and am committed to tailoring mortgage solutions that suit your needs. Whether you're a first home buyer, looking to refinance, or interested in property investment, I am here to simplify the process and guide you every step of the way.
Book an appointment with me today and discover how I can help you navigate the property and lending landscape. Outside of work I enjoy all sports and doing as much fishing as work allows!
Job Titles:
- Licensed Adviser - FSP1006842
I am a creative and successful professional with a wealth of knowledge in relationship building, sales, and customer retention in the technical customer services industry. I have a track record of successfully putting strategies into practice that have expanded businesses by gaining market share and revenue, satisfying customers, and safeguarding the organization's interests. I like building relationships with people based on honesty, openness, and respect.
I can help you get the loan you need whether you're buying your first house, looking for an investment, just refinancing, or climbing the property ladder. To begin making better mortgage decisions, get in contact with me right now.