Paul Holmes

Paul Holmes
Adviser – Mortgages
direct 09 361 0048
efax 09 523 6851
mobile 021 716 613
email paul.holmes@mortgagepeople.co.nz


Paul started with Mortgage People in 2004. In past employment Paul was recognised and achieved ASB Supreme Award winning Business Manager. Having spent most of his career in the banking and finance industry Paul's experience, skill and knowledge enables him to assist all clients no matter what their need; mortgages for residential property, commercial property, vacant land, apartments; construction loans if building; personal loans; restructure and refinance of existing mortgages; or debt consolidation. Paul participates in ongoing professional development courses and lenders training to ensure his clients have access to the best possible deals available to them. Currently studying towards a National Certificate in Financial Services (Level 5).

Memberships:
PAA (Professional Advisers Association) www.paa.co.nz
BNI (Business Network International) www.bni.co.nz
FSCL (Financial Service Complaints Limited) www.fscl.co.nz

Qualifications:
ABINZ - Marketing, Business and Banking papers held.
Registered Financial Adviser – FSPR No. 107324 www.business.govt.nz/fsp

Services:
- Mortgages for residential property (owner occupied or investment)
- Restructure / Refinance current mortgage finance
- Construction Loans
- Personal Loans
- Loan structure advice: borrowing in a Trust or Company
- Managing risk: cash flow, interest rates & equity levels
- Guidance on when to go fixed, floating or interest only
- Referral to Insurance People for full insurance services: personal and business risk / medical / fire and general

Personal Disclosure Statement
-available on request free of charge.

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