Services
Mortgage
Adviser
Customer centered Mortgage Adviser based in New Plymouth. I am dedicated to helping you find the perfect mortgage solution to meet your individual needs. Whether you are a first-time home buyer, next home buyer, looking to refinance, restructure, re-fix, or interested in property investment, I am here to guide you through the process and provide personalised advice every step of the way.
Insurance
Referrals
We have established relationships with specialist local Insurance Advisers and companies for all types of insurance needs that we can refer you to.
For General Insurance (such as House, Contents, Motor, Travel, Marine, Business, Landlord, Pet, etc.) either Tower or Initio are experts and award winners in this field.
For Life, Disability, and Health Insurance we have established relationships with local Advisers providing specialist advice in these areas.
Get in touch today to learn more and discuss further...
KiwiSaver
Referrals
KiwiSaver is an excellent way to save for your First Home Deposit and your Retirement.
It is important to make sure you are in the correct type of fund with the right provider at key life stages (it can literally be the difference of hundreds of thousands of dollars).
Koura are experts in this field with a unique and tailored portfolio for you to build out your KiwiSaver. As well as the standard Conservative, Balanced, and Growth funds they also have funds to access international equities (US and rest of the world) and even Bitcoin (the only provider to do so!). And the fees are low - beating a lot of the banks!
Koura will take you through the process of assessing your needs and making sure your money is working for you to achieve your goals.
Get in touch today to learn more and discuss further..​​