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Meet our mortgage broker team in Dunedin, and schedule a call today!
1
First Chat
We get to know you, and ensure you know what we do and how we do it. We’ll talk about what you are trying to do, your goals and ambitions.2
Understand your Situation
We gather information from you including personal details, income and assets and other financial information.3
Research
We research the market to ensure we find the best option for you.4
Lodge your Application
We work with you and the lender, and do the legwork to get you approved.5
Approval and Recommendation
We customise the loan structure and discuss interest rate options.6
Settlement Process
We work with you, your lawyer and the lender to ensure a smooth settlement process. 7
Keep in Touch
We keep in regular contact to check in and review any changes to your situation.
We are owner operated and not aligned with any lenders
We work with you to customise your loan so it best matches your goals, and to save you time and money.
We have extensive experience
We all have over 10 years’ experience in banking and we understand the industry. We specialise in both residential and commercial financial advice.
We build relationships
We pride ourselves on building relationships with our customers and with our lenders to provide a more customised and personal experience.
We are owner-operated and are not aligned with any lenders
We have extensive experience in residential and commercial finance
We build relationships to provide a more customised and personal experience
Banks & lenders we work with:
Correct as of September 2025
Referral partners we work with:
Correct as of September 2025
Financing we can help with
Refinancing your mortgage
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Commercial property loans
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Property development funding
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Car & Equipment Financing
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