Our financial guidance and mortgage advice come from decades of experience in the financial sector and a deep passion for helping people.
Marcus is passionate about helping clients get into the best financial position possible throughout their home ownership journey. He looks beyond finding the lowest mortgage rate (which often only delivers short-term gains). Instead, he focuses on understanding each client's money style and their overall goals. By understanding whether they like to spend or save, and how much money they might need to draw down on in the future, he can find the best financial product for their needs.
Marcus has a deep understanding of financial markets and how the Reserve Bank is likely to respond to fluctuations. His insights help clients make informed decisions around their mortgage long term.
Our relationship is ongoing. Changes to your lifestyle, whether that’s renovations, a boost in salary or new addition to the family, mean we can work to your current and future goals.
We think beyond competitive rates. The right mortgage products can often be more effective for reducing interest or optimising your mortgage payments without penalisation.
While we have a deep understanding of financial markets and mortgage products, our aim is to make understanding these changes and how they impact you as simple as possible.
Working with a mortgage advisor has many benefits. If you’re not sure how the relationship works, these frequently asked questions can help. Have a question about your mortgage or KiwiSaver that isn’t here? Get in touch.
Whether you’re about to start the home ownership journey or would like advice on paying off your existing mortgage faster, we would love to hear from you. Let’s start with a conversation.
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