We’re here to help you!
All of our people represent the best in the industry, and at the same time they’re relaxed and down-to-earth. We want to make sure you get the best possible advice and service when it comes to buying a home or investment property, and protecting your assets, family and income.
John Bolton ("JB")
Principal and AdvisorJB owns Squirrel and is a former General Manager at ANZ National Bank where he directly managed over $30 billion of mortgages and deposits. JB is a regular market commentator on the Mortgage Market in the press (and occasionally on TV.) JB has a BCA from Victoria University and has undertaken post graduate study at University of London. He likes to drink water in the shower and is slightly neurotic with his calculator.
Anna-Lisa Bolton ("AL")
Mortgage and Life AdvisorAnna-Lisa is a Chartered Accountant and has 10 years experience in financial services. AL is possibly the most efficient person on the planet (which is awesome for clients) but this is complimented with a propensity to vacuum the house too much (which is not so good for JB.)
Kyle Moritz
Account ManagerKyle joined us from Sovereign where he was a mortgage assessor. Kyle loves his sport especially basket ball and League and we "hear" he is a deft touch in the kitchen. Kyle is a Registered Financial Adviser.
Eleanor Rodrigues
Account ManagerEleanor has a BA in Economics and has 7 years experience working with a number of lenders assessing mortgage deals. Elle helps us maintain order in a world of chaos.
Fran
Account ManagerFran joins us from time with a UK Mortgage Broker and more recently from running a Real Estate office. Fran manages our fixed rate maturities and existing clients.
Lindsay
Account ManagerLindsay has 8 years mortgage lending experience and outside of work is a surf lifesaver. Lindsay is a Registered Financial Adviser.
Penny
Office SupportPenny is our most recent addition to the team and keeps us in check. She's still coming to grips with the traffic and the number of bars in Ponsonby.
Alex Paul
Insurance AdviserAlex tells us that great things come in small packages. She also likes to listen to drum and base too loudly(for the uninitiated that's "doof doof" music.) Alex is a Registered Financial Adviser.