Auckland
Chances are you’re here because you’ve got some money matters you need help with. Well, you’ve come to the right place.
Our aim for the last 30 years has been to improve the financial position of our clients. Our areas of expertise are:
- Mortgage Finance, First Home buyers, Rental Property Finance, Debt Consolidation
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5 customer reviews
Ambrosia Crum
Jackie has been great to work with from initial contact right through. Very thorough and sound advice that eased the stress of purchasing our home. Excellent professional service highly recommended for other first home buyers. Thank you for all your help as we navigated this huge milestone. More...
Reviewed on Facebook
Megan Beattie
Chace was so friendly and professional assisting us with securing a mortgage for our first home purchase. We appreciated the clear and prompt communication and that he took the time to explain things patiently. Having this great financial advice really made this important milestone as smooth and enjoyable as can be for us. We would definitely recommend Chace to anyone! Meg and Dan More...
Reviewed on Facebook
Mark Doyle
I enjoy every interaction with Scott & Co. I 100% trust their professionalism, advice and have referred a number of my whanau and friends to Scott & Co.
Reviewed on Facebook
NATHAN TAKAU
Mortgage Advice
Scott & Co Financial Services Ltd
Jackie was very helpful and give us excellent advice and services
We will be using Jackie again for advice on selling home and buying our home once we have finished our renovations.
Mathew Harting
Mortgage Advice
We were struggling to get a mortgage going directly to the banks as one partner is a sole trader. Jackie really came through for us and we got the mortgage approval very quickly. Jackie is extremely professional and knowledgeable, and down to earth, and we could not have done it without her. Highly recommended. More...
What do you love most about your job?
I love seeing our clients get ahead - from young families purchasing their first home, to people increasing their property investment portfolio. It is a pleasure to walk together through the finance process, helping my clients achieve their home-ownership goals.
Although insurance only kicks in when the worst happens - which is not pleasant to see - I am grateful to know that clients who have experienced the worst have been covered. It is relieving to know that my clients have not needed to worry about money during periods of recovery or grief.
Why should our clients choose you?
With over 30 years of experience, I am able to tailor insurance and mortgage solutions to fit every client. I will happily take the time to engage with each client, exploring your goals and the people and things that are important to you. From this point, we can work together to ensure your needs are met.
Can you provide your services online or remotely? If so, please add details.
We are happy to provide our services remotely or in person.
Insurance advice
The unexpected happens. Let us help give you peace of mind, knowing you are covered.
We can help you with a range of personal or business insurances, including:
- Life Cover
- Trauma Cover
- Income Protection
- Medical Cover
Mortgage advice
Buying your first home? Maybe an investment property? Or just looking for advice to refix? We would love to help you through the process.
KiwiSaver advice
Want to make sure your money is working the best it can for you? We can help with that.