BEST MORTGAGE BROKERS - Key Persons
Dedicated to providing tailored solutions, Allan takes pride in understanding his clients' individual needs, going beyond the confines of rigid bank policies. By collaborating with a diverse range of lenders, he ensures unparalleled support in identifying the most advantageous options for his clients.
With over 12 years of specialized lending experience gained from working with top-tier banks such as ANZ and Westpac, Anna has helped countless New Zealanders achieve their goals of homeownership, rental property ownership, business ventures, and commercial property investments.
Job Titles:
- Global Finance
- Member of the Advisory Board of Directors for Global Financial Services Ltd
Aseem Agarwal's journey in the Financial Services Industry spans over 11 years, marked by exceptional achievements and unwavering dedication. After completing his degree in Software Engineering from the University of Auckland and an MBA in Finance and Marketing from a world-renowned university, he began his career at the Industry Training Organization. Currently, he is working as the Head of the Mortgage team, responsible for arranging loans up to one billion per year. Aseem has a passion for training and grooming new mortgage advisers.
In 2012, he joined Global Financial Services. Since 2014, Aseem has been involved in making strategic decisions and helping customers achieve their desired mortgage goals through his exceptional leadership and strategic vision.
Not content with just leading the Mortgage division, Aseem also serves as a member of the Advisory Board of Directors for Global Financial Services Ltd. In this capacity, he plays a vital role in guiding and overseeing the company's governance and oversight functions to ensure its continuous growth and success.
Aseem's influence extends beyond boardroom meetings. He provides invaluable guidance and direction to the mortgage team, branch managers, and customer retention team, always striving to keep the organization ahead of industry trends in recruitment and training of mortgage advisers.
Aseem's impact is felt throughout the industry as his exceptional skills and insights have helped shape the success of both Global Financial Services and the professionals he leads. With Aseem at the helm, the company stands poised to achieve even greater milestones and cement its position as an industry leader.
Professional & Educational Qualifications. Aseem holds the following:
A bachelor's in engineering degree.
An MBA in Finance and Marketing
The New Zealand Certificate in Financial Services - Level 5
Ben Grant is a highly skilled mortgage broker with a passion for providing exceptional customer service. Having personally experienced the challenges of buying a home, Ben understands the importance of keeping clients informed and making the process as seamless as possible. With his extensive knowledge of the mortgage industry, he is adept at navigating complex situations and finding creative solutions to help clients achieve their desired outcomes.
Beyond his professional endeavors, Ben is a sports enthusiast who enjoys immersing himself in all things related to sports. Whether it's cheering for his favorite teams or engaging in physical activities, he finds great joy in the world of sports. Additionally, Ben values the connections he has with his loved ones and cherishes the time spent catching up with friends and family.
Testimonials from satisfied clients like the below example, speak volumes about Ben's commitment to delivering excellent service. With a reputation for being extremely helpful and easy to work with, Ben goes above and beyond to ensure that his clients' needs are met. He prides himself on building long-lasting relationships and looks forward to assisting clients with their future acquisitions.
"I used Ben for the purchase of a rental property. He was extremely helpful and easy to deal with. There were a few complexities with the structure I was trying to achieve and Ben managed these well and ensured that I got the desired outcome. I will continue to use Ben for future acquisitions" Richard
Bernie Upton is one of Wellington's top mortgage advisers with an impressive track record in lending and customer service. Bernie is definitely someone you want on your team when getting a home loan.
Bernie worked for a major bank for many years before joining The Home Loan Shop. Prior to his career in the finance industry, Bernie enjoyed a successful professional rugby career.
Bernie is well known for his exceptional communication skills and knowledge of the finance industry. Having such a strong knowledge of the industry enables Bernie to offer his clients the best advice on their mortgages including how best to structure their loans to suit their financial goals and lifestyle.
The huge number of repeat clients and referrals Bernie receives is testament to his reputation as a top mortgage adviser who will go the extra mile and negotiate the best possible mortgage package for his clients.
Hamilton is his hometown, he knows it well and with his 10 years plus experience in the finance industry, he can help you with both business and residential lending, low equity lending, Mum & Dad lending, first home buying, re-fixing existing loans, restructuring/refinancing and even credit impaired lending.
Carie Townley is an exceptional human and an excellent mortgage advisor. She is a loan market advisor and has been helping clients reach their financial and residential goals since 2003. She plays the role of making it possible for common people to get into the competitive property market and buy their first residential property in a hassle-free manner. Applying for loans and mortgages can be a complicated and complex process so it's up to Carie to make it as easy as possible. She searches for the best options tailored specifically to the needs of her clients. Different banks have different policies and conditions for granting loans to commoners so Carie finds the best bank in the locality that provides flexible payment and loan plans.
Carie can help her clients with commercial loans, property investment loans, land and building bundles, property construction loans, and fixing interest rates, which makes her a fine choice in this area. After giving her clients the needed services, she always asks them for detailed feedback. This way, Carie can use this valuable feedback to get better and make herself more competent. She will not only discuss with clients about all the reasonable solutions to their problems, but she is genuinely concerned and cares for her clients. Carie has received much acknowledgement about her service making her disheartened and confused clients happy and confident. She will help you get a better direction in all kinds of loan markets, mortgage, and investment opportunities.
In the year 2000 Craig joined the financial professions. Worked in established financial institutions like Eftpos NZ Ltd which is an ANZ subsidiary and BNZ in call centre which prompted him to take on tertiary education to make his financial advisor career official.
After excelling and climbing the corporate ladder, over many years, Craig got a little uncomfortable with some of the financial solutions he was required to promote through the bank he was working for. That's why he decided to start WealthHealth, unlike may banks, Craig's company actually puts the clients' needs first.
Debbie is an expert advisor in home loans and mortgages offering and a helping hand to fellow Kiwis. She has extensive experience of ten years getting people out of the troubling mortgage waters. Debbie is an all or none kind of person providing an abundance of services and years of experience in this line of work. She will get you the needed mortgage advice, flexible payment plans, manageable loan options, and many other services. Debbie would make your mortgage problems disappear hastily and in a hassle-free manner.
Job Titles:
- First Home Buyer Specialist
Duane Aarts is well known as a First Home Buyer Specialist. He loves helping First Home Buyers into their own homes. With dozens of 5-star google reviews, he is noted for being experienced, knowledgable and responsive.
He has over 20 years' experience in a working with the big banks, and 10 years as a bank manager. Leaving the banks in 2017, he helps First Home Buyers negotiate the complexities of getting into their own home.
While he specialises in assisting first home buyers and new builds, Duane Aarts is more than capable of handling any mortgage needs his clients pass to him.
So if responsiveness and decades of experience are important, Duane Aarts could be one of the best mortgage brokers in Christchurch for you.
Ellen Drenon is a perfect package when it comes to providing the perfect solutions and mortgage plans. Ellen is an optimistic and friendly person who is always at the top of her game. Having moved from Cornwall, England to New Zealand in 2006, she brings many life experiences and a unique skill set in the area. Ellen provides her services in the fields of wealth creation, mortgage management and an extensive portfolio of rental properties. She is at the prime of her career and is still excited to gain new experience and tackle new challenges. She is expanding her financial services in new rental opportunities. With an extensive experience of seven years, Ellen is more than skilled at navigating the highs and lows of the mortgage market. She helps her client make the best choices in the best circumstances and market situations.
She stays connected with her clients even after completing her services and welcomes their queries with open arms. She has a keen consciousness of responsibility and is well aware of her role in the community being a direct influencer in people's lives. She always tries her best to help her clients get the best in every service she provides. She can also help people with debt management by getting them benefitted from New Zealand Home loans'. Aside from that, she loves life and loves her German shepherd and is a part of the Whangarei dog training association. So, it's safe to trust Ellen with all your needs, from rental to investment or mortgage needs.
Gareth's unwavering focus is on placing the client at the center of his approach. Whether individuals are purchasing their first home, seeking a new property, exploring investment opportunities, in need of loan structure advice, or have more complex financial needs, Gareth is dedicated to providing assistance.
What sets Greg apart is his genuine dedication to his clients. He's not just your advisor; he's your support person on the journey to homeownership. Greg's down-to-earth approach and enthusiasm make the mortgage process surprisingly smooth and even exciting.
As a people person through and through - I love helping customers find the best financial solution for their individual needs. Whether you're looking to buy your first home or add another property to your portfolio, it's my goal as a Mike Pero Mortgage Adviser to make the process as fuss-free as possible. Throughout my career, I have gained extensive experience across many different areas of banking, including personal, commercial and investment lending. This knowledge and insight helps me to work with a range of customers and achieve excellent outcomes in even the trickiest circumstances. In my spare time, I love spending time with my husband Bryce and our two teenage children, as well as reading and travelling. I am also a big animal-lover, and I enjoy riding my horse and taking my dog for walks on the beach. To learn more about how I can support you to achieve your financial goals, get in touch today.
Jo is an amazing human slash champion when it comes to finding the perfect solution to your lending problems. She is a friend, an advocate and a helper to everyone of her clients either past or present. If you're moving out of your parents home or moving in together with your loved one, finding the perfect mortgage plan is Jo's responsibility. She will help you find your fantasy home with a super affordable mortgage. Jo specializes in the trouble-free process of lending and will stay with you from the start till the very end. She will brief you about the whole process and make your doubts clear before moving forward.
With over ten years of experience in client management, including eight years in the banking sector in New Zealand and abroad, Kareem focuses on offering personalized solutions to help his clients achieve their goals. Providing exceptional service and ensuring a positive experience is crucial to Kareem. He takes the time to understand his clients' needs and offers advice on what's necessary to realize their potential.
Job Titles:
- Registered Financial Adviser
Lee McDonald is a Registered Financial Adviser with almost two decades of experience in lending with various banks in New Zealand and Australia. He takes great pride in providing excellent customer service to his clients.
Lee's aim is to simplify the complicated process of home lending and finance and to deliver a hassle-free end-to-end service to his customers. He is dedicated to achieving the best outcome for his clients and enjoys working with people from all backgrounds to help them achieve their financial goals.
Originally from Wellington, Lee currently lives in Invercargill with his son and has been a resident there for the past five years. He is excited to use his vast experience to assist you and your family.
Job Titles:
- Financial Advisor for EasyStreet Brokerage Firm
Achieving fantastic results and doing what is best for clients has always been the centre of his focus and pleasure throughout his ever-growing career as a financial advisor. Lem has outstanding people skills and enjoys seeing people achieve their most desired goals, especially if it's because of his always ready helping hand.
Lem is also a Financial Advisor for EasyStreet brokerage firm and a valued partner. Through this company he helped countless people buy their own homes and commercial properties; it's his transparent advice, customer orientation, best rates in the market, and smart application process that always gets him the wins. He believes that a broker you can trust is the best kind of broker you'll ever find. He makes the process swift and efficient and you can definitely trust him to do the right thing for you.
Malcolm has had over 20 years of experience in the mortgage industry and was in the Top 50 Advisers for New Zealand in 2021. His company Quantum Financial Advisers of which he is the founder and director of recently won New Zealand Regional Mortgage Brokers of the year 2022, not something achieved before in the region. Malcolm leads a passionate team of financial advisers and uses a system that helps his clients repay their home loan in less than 10 years whilst helping them invest in property assisting with retirement planning. Quantum's team of coaches helps their clients to stay accountable and on task for achieving their financial goals with regular mentoring. He treats his clients the way he is treating a friend, helping them and making them complacent in every possible way. He acts as an insurance adviser in New Zealand and has many international clients. No matter how busy he is, he always makes time for each one of his clients to get them the needed guidance and direction. Malcolm loves golf and playing squash in his spare time. He also loves to travel around the globe and meet new people.
Martin is a Christchurch broker that's a registered Licenced Building Practitioner, a member of New Zealand Financial Services Group, Financial Complaints Limited and also a member of Financial Advice New Zealand.
Clients choose Melanie for her extensive experience and understanding of mortgage advisory. Her impressive track record and dedication to building long-term relationships have earned her a reputation as a reliable expert in the field.
Meet Melissa, your trusted Mortgage advisor providing the best and custom finance options in mortgage and home loans. Her motto is why to settle for limited options provided by lenders when you can have custom curated financial and mortgage solutions that will meet your every need and budget. She will give you not one, but many suitable options and give you the choice of going with the best plan. Melissa follows three golden r
ules and standards in her dealings. She believes that everyone is looking for a different piece of advice so she always makes a definitive mortgage plan for her clients. Melissa understands the competitive market and tries to make her and her service better with time. She is prompt, providing her services with fast proceedings.
Not only would she provide the best services but also give consultation about home renovation and best locality. The location of a home is of importance because of the amenities in the surrounding. The good schools, the good restaurants and good hospitals in the surrounding can really make a huge difference. Melissa understands this and takes all of these crucial aspects into consideration while making a full-fledged mortgage plan. So if you're looking for honest and beneficial services about home buying, property lending, refinancing, commercial and residential financing, and investment property purchased, Melissa is the one to talk to. She is a family and homemaker and would surely help you, make your home the best one yet.
Michael Walters is a Dunedin mortgage broker and is part of Mortgage Link since 2004, and over the years he has built a great relationship with the company's lenders which contributes to him having a lot of return clients.
Michael was nominated as Individual of The Year within Mortgage Link Otago and for outstanding performance he received the Supreme Award. Adding to that, he has a lot of first-hand experience in property investment so he truly understands the stress that comes with securing the loan for a home. He makes it his missions to streamline the process for you to make it as easy as possible.
Michael prefers long term relationships with his clients; he often goes well past 10 properties with one client which is all the evidence you need to be sure that he is in it for the long hall. He wants you to trust him, he needs you to trust him throughout the entire process and that is why he always does well by his clients. Don't miss out on Michael Walters for all your property loans.
Michael grew up in Dunedin and like many he likes the serenity and the balanced lifestyle it offers, especially in St Clair, where he enjoys taking leisurely walks.
Nathan is more than just a mortgage broker - he is a financial advisor, strategist and advocate for his clients. With almost two decades of experience working for two of New Zealand's biggest banks, Nathan has developed an impressive set of skills that enable him to provide his clients with the best possible mortgage solutions.
With thirteen years of financial services experience and seven years specialising in residential lending, Paul well and truly knows his way around a home loan.
Paul Fuller is a highly experienced Financial Adviser with over 35 years of experience in the Banking industry. He, along with his wife Robyn, founded the Mortgage Room in 2006. While he is the name and face behind the Mortgage Room, he emphasizes the importance of his fantastic team of experienced staff, many of whom have backgrounds in Banking or Insurance.
Paul's expertise lies in providing advice on Mortgages and Risk Insurances, as well as offering support for family and personal budgeting. He has earned recognition as a two-time winner of the New Zealand Mortgage Adviser of the Year, showcasing his dedication to helping people achieve their financial goals and home ownership dreams.
What sets Paul apart is his commitment to building long-term relationships with his clients based on trust, integrity, and respect. He operates in a friendly and relaxed team environment, making the financial advisory process more approachable and less intimidating for his clients.
Beyond his professional endeavours, Paul is passionate about making a positive impact in the community. He serves as a trustee of the St Marks Foundation, demonstrating his dedication to giving back and supporting various community initiatives. Overall, Paul Fuller's career is marked by a genuine desire to assist people in both financial and community aspects of their lives.
Job Titles:
- Gisborne Financial Services
Lending and moving to a new home is a big decision of one's life and should be taken with careful consideration and consultation. If you don't have the best guidance and information, you can end up regretting the whole decision. To save your time, money and to get you in the right direction, Paul is here. He has been working as an insurance adviser for almost 17 years now. His competence and talents are well represented by the award of AXA New Zealand's top New Advisor. He has a unique and distinct background, taking a start as a carpenter, Paul served for seven years in the police force and, then he finally found his calling and started his services as an insurance and mortgage advisor.
By getting them their favourite properties in outstandingly perfect conditions, he makes his clients happy and their heart's content.
He has a strong belief in the saying, "home is where the heart is" and lives to make this a reality for his clients. He will provide them with the best service and help protect their financial assets and resources with effective and beneficial insurance advice. He loves working side by side with his fellow Kiwis to provide them with the security of their property and the best mortgage options. Aside from being an exceptional service provider, he loves to play golf and is very good at it. He also enjoys surfing and spending time with his son and lovely wife. So let's go with Paul for 0% regrets and 100% satisfaction in your financial, insurance and residential matters.
Peter Barry is your trustee and a one-of-a-kind mortgage service provider. He commits to satisfy and exceed his client's expectations all the time. The only priority Peter has is his clients. He will not throw a pre-planned textbook idea on your face or ask you to choose from the very limited options. He will provide every possible route from the financial location towards a secure direction. Peter has confidence in himself to provide his client with the best and affordable advice. He vouches to cater for all the home needs of the whole family, not just the client. Peter loves helping families find a safe shelter, and that's exactly why Peter became a mortgage advisor. He wants to offer the same advice and support that he received while buying his own first home.
While making important decisions in mortgage planning, he engages his clients and values their input, regardless of how little experience and knowledge they have of the mortgage world. He continuously asks for his client's feedback so they feel an equal and active part of the whole process. Peter has a God gifted personality beaming with happiness, warmth and professionalism.
Aside from being a friend and a trusted broker, Peter likes to golf and plays a game every week. He also likes to cook and makes a tasty BBQ. He loves spending time with his family and realizes the necessity of a safe haven for one's family so they can live happily. With that being said, let's get your mortgage problems taken care of with Peter.
Sam is young at heart and mind, full of energy and motivation to help people get the best of all available mortgage options. After completing his high school education from Whangarei boys high school, Sam progressed his educational career with a bachelor's degree in entrepreneurship, finance and marketing from renowned Otago University. He started working in the transport industry before taking a business role in an economic development agency. Taking these career roles, Sam developed sharp skill sets and an understanding of the finance and the mortgage world. Sam will provide his clients with a clear path to get their finances assorted while managing to pay for the mortgage. He would try his best to get you a mortgage plan that you can easily juggle with your other expenses. He will also get easy loan approvals so you can pay for your mortgage expenses with an external helping source. Sam provides his extensive experience and knowledge in the areas of quick loan approvals, buying the first home, building a nest egg to save money for the rainy days, and so much more. With his charming personality and qualified top-notch skills, he will make the whole experience enjoyable and simple. Not only would you get the services, but you will be able to understand the procedure so you can do that same again for yourself and help others. Sam can make every step detailed and trouble-free. So, let's leave it to Sam to get your financial plans in order and mortgage plans in motion.
Beyond her professional endeavours, Sam enjoys an active lifestyle. In her spare time, you'll often find her socializing on the squash court, where she embraces the social spirit of the game. Additionally, she sets herself new running challenges, constantly pushing her limits. Currently, Sam is training with the goal of completing the Hawke's Bay half marathon later this year.
Job Titles:
- Head of Lending at Simpler Mortgages
Sebastian is the Head of Lending at Simpler Mortgages, a position he holds with over 15 years of banking experience. As an expert in mortgage structuring, Sebastian specializes in providing clients with optimal loan structures to meet their financial needs. He works closely with both First Home Buyers and investors, helping them achieve great financial outcomes through his expertise. If you're seeking assistance with your mortgage or financial planning, it's recommended to reach out to Sebastian at Simpler Mortgages for a consultation.
Simon is a passionate father, husband and helper of people from all sorts of walks of life. He is patient, understanding and willing to go the extra mile for his client's financial happiness during the lending process.
Stephanie is a Mortgage broker, a director and a genius. She is a professional in the field of home buying and lending, investment, and property development. She has experience of about 13 years and has worked as a Mortgage Manager in two prominent banks. From the very start of her career till today, she has been a competent leader and a high achiever. She has worked with many clients and helped them get their dream home and a manageable mortgage plan. She is in the mortgage business to transform lives and has been progressing to new heights ever since the start.
20 years of experience has given him the foundation to remove all the bank fluff and make it a personal experience in language that you can understand and know that he has your best interest first and foremast in any Recommendations that he makes. Having a Financial Plan to guide you into your future will keep you on track to success.
Whether it be to purchase a First Home, your next home, an investment property or section and build, he specializes in residential mortgages and can and guide you through the approval and purchasing process.
Tui enjoys being part of the NZHL Rotorua team, ‘as well as developing trusted relationships with my clients, having a team approach has great value, for complex lending proposals it's great to bounce ideas with our experienced team and from a customer service perspective, there is always someone available to answer a query if I am in a meeting'.
Tui is local, having attended Reporoa College before relocating to the Matamata-Piako area and following her passion to work in the NZ Thoroughbred Racing Industry where she was an apprentice jockey riding in over 800 races. Her determination to win a race has now translated into getting great customer outcomes.