Siwen Luo

Siwen Luo
Adviser – Mortgages
direct 09 361 0044
efax 09 523 6839
mobile 021 311 386
email siwen.luo@mortgagepeople.co.nz

Siwen joined Mortgage People in 2003 as a residential mortgage broker; after having spend some eight years with the ASB Bank. Siwen is a very skilled residential mortgage broker, extremely efficient at servicing her clients needs. Siwen participates in ongoing lender training to ensure her clients receive the best possible advice and personal mortgage finance that they want and deserve.

Siwen speaks fluent English, Cantonese and Mandarin.

Memberships:
NZMBA (New Zealand Mortgage Brokers Association) www.nzmba.co.nz
FSCL (Financial Service Complaints Limited) www.fscl.co.nz

Qualifications:
Diploma in Small Business Management
Certificate in Interpretation
Registered Financial Adviser – FSPR No. 80525 www.business.govt.nz/fsp

Services:
- Mortgages for residential property (owner occupied or investment)
- Restructure / Refinance current mortgage finance
- 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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