027 733 2782
Helping kiwis leverage their mortgage to create long lasting wealth
Beyond simply securing and structuring mortgages
Our mission is to help you buy your first home, your next home, or your next investment property smarter, with expert guidance that creates instant equity and sets you up for long-term wealth.
We use the same real-time property data that real estate agents rely on, giving our clients the ability to find and evaluate properties faster, negotiate better terms, and secure lower prices.
Every client receives a personalised property financing roadmap that not only addresses their next purchase but also positions them for future growth with flexible, low-risk mortgage structures.
Our objective is simple: more properties, more equity, more wealth. Our clients build portfolios designed to fund their lifestyle, their retirement, and their freedom.
When you work with us, you’re not just getting a mortgage, you’re building a wealth strategy that lasts a lifetime.
Ready to get started? Book a call today and let’s build your property future.
What we do
We work with first and next-home buyers, as well as both first-time and seasoned property investors. Whether you’re just starting your property journey or growing an established portfolio, we’ll make sure you have the right finance, strategies, and support to move forward with confidence.
Our office is based in Kerikeri, where we proudly serve the local community. But location is no barrier, we also work with clients online right across New Zealand, giving you the same tailored service no matter where you are. Here’s how we help:
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First Home Buyers. Secure the right finance and support to make your first home a launching pad for future wealth.
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Property Investors. Create and work a property financing plan to scale your portfolio.
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Life Insurance Brokering. – Design and implement a protection plan to secure what you have and keeps your wealth goals on track.
Our services typically come at no cost to our clients, as we are remunerated by our lending and insurance providers.
Everything we do is designed to give you the advice and support you need to confidently pursue and achieve your property goals.
How we do it
Discovery
We start with a conversation to understand your goals, whether it’s your first home, next home, or building wealth through property investment.
Information Gathering
We collect the key details about your financial position, future plans, and risk profile, so our advice is tailored to you.
Strategy & Options
We research and structure finance options across multiple lenders, considering property strategies, market conditions, and your long-term wealth goals.
Recommendations
We present clear, practical advice, the finance structure, property approach, and protection plan that best fits your situation.
Action & Implementation
We handle the paperwork, negotiate with lenders, and provide tools and guidance so you can buy with confidence and secure property on the right terms.
Ongoing Support
Our relationship doesn’t stop at settlement. We stay connected, reviewing your lending, investment position, and protection needs to.
Frequently asked questions
Our Partners
We partner with some of the most trusted names in banking and insurance
to deliver the best possible mortgage and insurance outcomes for our clients.
For a full list of our partners, please see our Disclosure Statement.
