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Award winning mortgage & insurance advisor
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Director/Mortgage & Insurance Adviser
Preety has joined the Team in 2020 as an administrator. She has made valuable contribution to the team with the passion of helping clients, going above and beyond their expectations. She is all creating strong and long term relationships and is passionate about helping people and get the most out of life and become sucessful in all aspects. She has spent the last 9 years dealing with clients in Optometry. She learned the importance of listening to understand the needs of her clients and help them to achieve their goals.
Preety is a qualified financial adviser now and enjoys seeing people and loves helping them in achieving their goals.
Award Winning mortgage broker-you can trust
We are on a mission to help Kiwis with their financial needs – Mortgage & Insurance.
- Independent Expert Advice – AWARD WINNING MORTGAGE BROKER
- Best deals & tailored loan structures to save interest costs
- All personal & Business Insurance
- Reliable & Transparent
- Relationship & Personalized service
- Great Interest Rates & Cash Back offer
- First Home Buyers, Refinance/ Refix, Construction loans
- If you need a mortgage Mortgage Broker in Auckland NZ or insurance advisor, We can help. We are a full-service broker and work with most Banks, non-Bank lenders, and Insurance companies in Auckland and around the country.
positively impacting lives
Our mission is to empower our clients by finding the best loan product that will fit their current financial situation and secure their future. To do this, we offer a streamlined mortgage process, consult consumers in a rapidly changing market and educate our clients on the advantages of being a homeowner.