Sarah Williams

Sarah Williams
Adviser – Insurance & Mortgages
direct 09 361 0042
efax 09 523 9238
mobile 021 800 864
email sarah.williams@insurancepeople.co.nz

Sarah joined Insurance People & Mortgage People in 2007 and has spent 14 years within the financial services industry. Past employment includes a training role for one of the largest insurers in New Zealand, and Branch and Regional Management roles within the retail banking sector in New Zealand. Due to Sarah's extensive background in both mortgages and insurance she is able to offer a full service and can assist with your finance and insurance requirements. 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:
Part qualified in National Certificate in Financial Services (Level 5)
Registered Financial Adviser – FSPR No. 103184 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
- Full insurance services: personal and business risk / medical / fire and general


Personal Disclosure Statement
-available on request free of charge.

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