Howdy. We're open during all alert levels, operating remotely and our advisers are ready to help. Take care out there!

Meet our team of mortgage experts

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You're in good hands

We're a pretty relaxed bunch, with a passion for helping our customers achieve their goals.

Our advisers all come from solid financial backgrounds and all belong to Financial Advice New Zealand, but even so, JB personally squeezes each one through the wringer before they can give advice to clients. This means you can expect our team to be well trained, and experts at what they do.

If you're not sure who you want to speak to, call us up on 0800 21 22 30 and we'll point you in the right direction.

Mortgage Advisers

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Paul Davey

Mortgage Adviser & BDM Waikato and BoP

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Derek Blank

Insurance Adviser/ Financial Adviser

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Aatish Balsara

Residential & Commercial Adviser

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Vicky Smith

Mortgage Adviser & Head of Client Services

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Anna Woodward

Mortgage Adviser - Bay of Plenty and Waikato

Lending Consultants