Brett & Sarah Dobson

We first met Rod when looking to obtain our first mortgage.

At the time Rod was a Mortgage advisor with Kiwibank.

With this being our first mortgage, we had a lot of questions and were fairly cautious. We found Rod to be very helpful in explaining the process to us in detail and in language that we could understand.
When we made contact with Rod again, we saw that he had just started his own business. This was great timing for us as we were looking to re-mortgage and we were also looking for someone who could give us financial advice for the years to come. Through working with Rod at this time, it resulted in us getting a much better deal on our mortgage interest rates, advising us in our life and general insurances as well as ACC cover for my business. It was the holistic approach from Rod that has been very beneficial to us.

Rod is easily approachable, professional & responsive. He is available to assist in any of our financial needs and is never pushy when it comes to making decisions on the direction we take, this is up to us in our own time. We are pleased that we have reconnected with Rod and look forward to continuing to work with him over the years to come.