We’d like you to meet Our People

I joined the financial services industry in 1996 and am a Registered Financial Adviser. I also hold various directorships and manage Mortgage People on a day to day basis. I have had an extensive corporate background in financial services, where I have held senior management roles in both sales and operations so have the knowledge, understanding and expertise in focusing on getting the best outcome for our clients.

Mortgages and Insurances go hand in hand. What happens to your ability to pay the mortgage in the event of death, accident or illness? Insurance can provide a safety net if the worst happens.

Many New Zealanders put insurance in the too hard basket – life is busy and often people don’t know where to go
to get sound advice. One of the things I love about what I do is helping people make decisions that are right
for them, their families and their business.

I started my career in insurance in 1998 and in 2006 I merged my practice with Insurance People | Mortgage People and have been managing and growing the insurance team since then.

Profile coming soon...

My business is really exciting in that I deal with a broad range of clients. In the morning I could be making a presentation to a boardroom for a large commercial deal and that evening helping clients into their very first home. Every day is busy, dynamic and rewarding with never a dull moment.

I’ve been with Mortgage People for 15 years, and involved in the finance industry both in New Zealand and abroad for more than 30 years. My clients are mainly professionals, however with my industry history I facilitate both retail and commercial lending requirements. I also have a unique specialisation in the Health Sector – I’m the only broker that works full time in this field – which ensures I provide true value to the industry.

I’m a keen sportsperson who loves cycling, cross fit and running and the proud dad of four fantastic children.

One of the most important aspects of my service is to ensure my clients have a thorough understanding of their situation and what will work best for them now and in the future. It’s just one of the ways I can help save thousands over the terms of their home loans.

I’ve been a mortgage adviser with Mortgage People for 21 years. During this time I’ve helped many home buyers get into their first (and subsequent) homes and have become an expert at navigating the minefield of construction lending. I also have a large client base of investors and commercial buyers.

My help doesn’t stop once the mortgage is approved. I provide an ongoing service, so for example, if there’s any change to interest rates I’m here to advise clients of what it means to them. Access to the latest and best market information and a commitment to ongoing support, means my clients get all the facts they need to make decisions that work for them.

Siwen joined Mortgage People in 2003 as a residential mortgage broker; after having spent some eight years with the ASB Bank. Siwen is a very skilled residential mortgage broker, extremely efficient at servicing her client’s 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 holds a Certificate in Interpretation – speaking fluent English, Cantonese and Mandarin.

I’ve been in the business a long time – over 16 years – and in this time have learned the ins and outs of the mortgage market and the importance of keeping up with the latest developments so I always get the best deal for my clients. 

With another 20-years’ experience in banking and seven years’ in real estate, I offer my clients a 360-degree view of the lending and property market; with the majority of my clients being referrals from my existing client base and my network of solicitors.

When I’m not helping clients I like to exercise my vocal chords as a concert singer and performer, and I’m also a keen sportsman who’s probably better suited to armchair commentary.

Over 35 years of experience in the finance and banking market, from AMP Investments, UDC Finances, Mike Pero Mortgages and owning a business funding finance company, Fifo Capital New Zealand. The emphasis throughout has been on solving customer financing scenarios to achieve the best outcome for the individual or business within timeframes that meet the funding need. Having a knowledge of chattel financing along with property and business needs provides a background that can assist borrowers understand what is required to achieve their mortgage requirements.

I have over 30 years’ experience in the automotive arena, 20 of those years on the side of vehicle finance. I have a passionate determination to offer a quality, ethical service to my clients. As a Registered Financial Adviser in New Zealand, I am able to assist any client with advice on how to buy their first home or buy their next larger or smaller home. I have good relationships with the major banks and the second tier lenders in New Zealand. 

I am a pragmatic and approachable leader. Thriving on the delivering excellence, I enjoy seeing both the immediate and long-term benefits of my contributions. Recognised by my peers as a tenacious delivery agent, I have the ability to interpret and build on strengths to achieve optimal cohesiveness. I am a supportive person, dependable under pressure and model exemplary professional behaviour to my clients.

I am an astute communicator, knowledge-sharer and mentor, with the ability to operate professionally and deliver excellence. This enables me to deliver exceptional customer service, and build productive and lasting relationships with all stakeholders and clients.

I am passionate to help clients realise their dreams of becoming home owners.

Profile coming soon.