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Finance Wise Ltd is a Warkworth based mortgage broker, a small (but perfectly formed) mortgage adviser service that assists with all kinds of home lending, be it first home buyers, refinances, investment properties or separation buy outs. Nicola is a registered financial adviser with many years of experience in banking and finance. Nicola opted to become self employed so that she can ensure clients receive the time, care and attention along with the high standard of service they deserve. Professional, personable, down to earth and always happy to go the extra mile- she believes in understanding a clients longer term goals and helping them to achieve them .
Enabling people to achieve their happy ever after's.
I was customer centric before it was a catch phrase. Great for clients but not appreciated by banks that measured performance based on add on sales. I decided to fly solo as I wanted to be able to give the time and attention to each and every clients lending needs - for some this means investing time in helping them get their finances in order/ ducks in a row, so when they are ready to purchase securing a good quality lend will be straight forward, for others that are self employed its helping to get their books in order so we can present the banks with the full picture. I found it heart breaking seeing perfectly viable lends be declined simply because they were not straight forward .
I am fully qualified with many years of experience, I genuinely care and want to help! that's irrelevant of if getting you to where you want to be takes two days, two months or two years - I'm not after earning a quick buck. Most of my clients have been with me for a number of years- after I helped with their first purchase, I'm in for the long game. Borrowing money and buying a home can be an emotional time, it's peoples hopes and dreams. I believe clients deserve to be supported through the process by someone that knows the system inside out and truly cares about their outcome. We look after everyone from first home buyers on a tight budget to portfolio investors with the same care and attention - that's just the way we like to operate.
