Don’t you hate it these days when you are not getting the ‘service’ you desire? What is service? It can mean different things to different people. What I guarantee is I’m a determined individual and passionate about helping my client and aiming to exceed expectations. It seems simple, but it can get quite complex, especially dealing with too many people and sometimes saying different things. I try and take away some of that pain and provide advice once I get to know your needs. It sounds a little cliché, but that’s a big part of it. I’m essentially your advocate, and I work for you. I do not charge fees when advising on main bank lending as I receive commission payments for successful loan settlements. Therefore, you get my expertise for free.
As you will read on this site, I can also assist with life (risk), KiwiSaver, and provide direction with general insurances. Within our initial phone call, I can discuss how you may benefit from my ‘one-stop financial shop’ approach. I aim to add value wherever I can and right from the outset with my clients through straightforward, transparent advice. I like to use the analogy with my clients to benchmark advice as if you were my brother or sister.
A little bit about the RSFA team: we have a contracted servicing adviser JP Hale (of Willowgrove Consulting) that works extremely hard and goes the extra mile to service and support our clients in the risk insurance space. We also have a growing team with Cam Sinclair (Auckland-based) joining us in 2020, having a special interest in helping first home buyers, however, equipped to handle all residential finance scenarios. Anne Balila was recruited this year (Christchurch-based) and has a strong network within the Wellington and Christchurch Filipino community; her attention to detail and pragmatism in her work are already key attributes of her early success. Last but not least, Ian Bailey, with an extensive history in all things business, has recently joined us. He comes with a highly consultative style and is solely focused on his client’s needs and delivering results. Ian is Auckland based like Cam, however, don’t be surprised if you see him in the deep south from time to time.
Although my team lives in different cities, we can assist clients anywhere in NZ and beyond.
So, a bit about me...
I was born and raised in South Auckland and then slowly moved further north, however only to the point of sunny Whangaparāoa. I now operate remotely from Queenstown, which is no barrier to assisting clients. Most of my clients are based in Auckland, Hamilton, and Tauranga where I can capably assist you wherever you may be based. When unpacked a little, not a huge surprise, I seem to get more done for my clients now as I am not stuck in Auckland traffic for a few hours a day getting from one meeting to the next!
My background is in finance and I’ve worked for two major banks (BNZ and Kiwibank), and have been operating my advisory since 2016. During my earlier years, I did some other stuff like being a personal trainer and teaching English in China. My passion has always been numbers and numbers in general. That will never change, I’m sure. I have owned and sold several properties, been involved in major renovations, and have learned a lot about property by just being involved in it – let alone seeing simple to extremely complex finance scenarios landing on my desk daily. My father and brother are builders by trade but I didn’t take an interest in construction. I’d much rather help people by advising on the finance element of property while being able to identify many and varied aspects that I hope you will find of value during our time together.