Success Avenue
Orewa, Auckland, New Zealand
Orewa, Auckland, New Zealand
The financial decisions you make ultimately affect your lifestyle. Surrounding yourself with the right professionals to gain a better understanding of money and finances is crucial to ensure you are living the life you want now, and creating financial success for the future.
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What do you love most about your job?
I just love seeing people get ahead in life and if I can be part of it by using my experience to help them, even better.
What inspired you to start your own business?
I have a big focus on people and their progression, running my own business means I can spend as long as I want to helping someone, without the pressure from others to sell fast and hit targets.
Why should our clients choose you?
I have a ton of experience in the service industry and as an entrepreneur. I also have a family, kids, mortgage, investments and so on. That helps me understand what path my clients need to take to succeed and the challenges they are facing.
Can you provide your services online or remotely? If so, please add details.
I can meet clients through Zoom or Teams and have been doing it way before Covid.
What changes have you made to keep your customers safe from Covid-19?
Meeting them online, staying in my bubble and getting vaccinated.
Mortgage Advice
We specialize in all types of mortgage advice, from clients looking at purchasing their first home, second, refinancing or wanting to build a property portfolio. We also have a huge amount of experience in construction lending.
Insurance Advice
Well-structured insurance policies form one of the cornerstones of your financial foundation. Having an insurance adviser on your side offering the right cover for your individual needs is paramount when planning your overall position. Whether it’s life insurance, medical, or income/mortgage protection, we can advise on the best policies for your specific needs.
KiwiSaver Advice
We know that a large number of New Zealanders (around 70%) have had no proper advice when signing up, do not know who their provider is, or are not contributing enough or nothing at all. This means they are potentially missing out on thousands of dollars towards their first home deposits or hundreds of thousands towards their retirement. Many Kiwis don’t take the time to plan for their retirement and we think that it is important to start thinking about it earlier rather than closer to retirement age.
Financial Coaching
One of the biggest issues in modern society today is a lack of knowledge about money. We spend years attending school with the intention of being better prepared for the future, to help us decide what we want to do with our lives, to shape our knowledge and make the right choices when choosing a career, to not only support ourselves but our families in the future. But we are not taught how to effectively manage our finances.
