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Real advice, in really easy to understand terms

Make sure your home loan is optimised to your scenario in 5 simple steps

Let us find you the most suitable lender for your financial needs with a true personal consultation with one of our expert advisers

Anne
Anne

Make sure your home loan is optimised to your scenario in 5 simple steps

1

Claim your free home loan review

The first step to financial freedom is easy, just leave your details and we will be in contact to schedule a suitable time for your home loan review

2

Find out the ways in which to optimise your home loan

We will go over ways to maximise your existing loan structure or look at a refinance if this is in your best interests

3

We will send you a personalised statement of advice

This will take into account our conversation, consider your needs and outline our qualified recommendation

4

Decide to engage our services

If you are happy to move forward with the recommendation proposed, we will finalise the enhancements, whether that be a restructure or refinancing

5

This is not the end of the line!

We pride ourselves on developing long-term relationships resulting in happy clients and advocacy. We have 80 5-star Google reviews and always strive for excellence in the advice that we provide

Work with one of NZs fastest growing brokerages!

Awarded as one of NZ Adviser’s fastest growing brokerages in 2022. Client satisfaction and retention is key to achieving an award like this and speaks volumes about their dedication to client outcomes and continued customer service

NZAD Fast Brokerages 2022 Medal
NZAD Fast Brokerages 2022 Medal
NZ Adviser Rising Stars 2022 Medal - Anne Zablan-Balila
NZ Adviser Rising Stars 2022 Medal - Anne Zablan-Balila

Work with 1 of New Zealands ‘Rising Stars’ in the mortgage industry

Awarded by NZ Adviser as rising stars in the industry, Anne at RSFA was the recipient of this esteemed prize in 2022. Winners of this award were judged on their ability to convert applications, successfully assist clients in purchasing homes and other related criteria

Work with an established advisery

With over 25 years of combined industry experience, our advisers have the industry knowledge to ensure that you get appropriate advice given your financial scenario. No two situations are ever the same and we will personalise a plan forward for you to achieve your goals

  • I would to thank Anne Zablan-Balila for helping us secure our first home! You are very hands on, knowledgeable and always willing to help and you have so much patience in answering all of our concerns! You guided us and you were present every step of the way! I highly recommend Anne Zablan-Balila of Rob Schubert Financial Advice to be your mortage adviser and I am sure you can secure your first home too. I will definitely seek your expertise if given another chance to secure a property in New Zealand! I am one of many satisfied and happy client! Thank you so much Anne!

    Ma Pamela Therese Gaddi Avatar Ma Pamela Therese Gaddi
    April 27, 2024
  • I have worked with Rod as my adviser for many years now and he always takes the time to understand my needs to ensure he can deliver on what is required. I have found him to be thorough, diligent, honest, hard working and always striving to do the best he can by me. He is personable, professional, and I highly recommend him.

    Amy Po-Ching Avatar Amy Po-Ching
    April 27, 2024
  • I would like to give thanks to Anne Balila from RSFA for helping us get our first home. I admit it wasn't easy but Anne was always there to assist us and made the journey smooth and less complicated. I will definitely recommend her and RSFA to my friends who are also thinking of getting their new homes.

    giancarlo maturan Avatar giancarlo maturan
    April 23, 2024
  • We’ve been clients of RFSA for a few years now. Our experience with Rod and the team has been awesome and the service we receive from Rod has been second to none. His persistence and diligence to get the best rate for his customers has been a standout for us. Rod has immense patience with Clients and treats out portfolio as if it was his own, with attention to detail and going to task to ensure we always get what’s best for us. The collaborative way in which this team works ensures that our best interest are always at the forefront.

    Corrinne Pillay Avatar Corrinne Pillay
    April 23, 2024
  • Rod and his team were able to work the magic for us that the others weren't. His professionalism and willingness to go the extra mile has been greatly appreciated. I highly recommend Rod to anyone looking for expert mortgage advice.

    Dave Stokes Avatar Dave Stokes
    April 23, 2024
  • Great service! Efficient and reliable. Can’t thank you guys enough!

    Georgia Ross Avatar Georgia Ross
    April 16, 2024
  • Rod and the team at SFA have been fantastic to deal with throughout our process. They achieved a higher result than we had been led to believe would be possible and made the whole process easy even when there were hurdles placed in the path. We highly commend Rod for his professionalism, patience, and diligence and have no hesitation in recommending Rod, and the team at SFA, to assist with your financial goals.

    Michael Davies Avatar Michael Davies
    April 16, 2024
  • Would highly recommend Rod and his team, they are great to work with. Was first introduced to Rod a decade ago and have continued to benefit from his knowledge and experience over the years. He works hard to get results and pushes to get everything lined up even when the banks are dragging their heels.

    Matt Crawford Avatar Matt Crawford
    March 1, 2024
  • Rod and his team where brilliant to deal with and where all over every detail of the process. Cheers, John & Paul!

    John Funnell Avatar John Funnell
    December 30, 2023
  • Anne is an excellent Mortgage Adviser who helped us purchase our perfect first home in NZ. Anne was always ready to go the extra mile to help us assist in the purchasing process as well as getting our finance simple fast approved. Very approachable, helpful and guide you along the way. We are endlessly grateful for her hard-work and expertise. A job well done…Highly Recommended 👍 Orense Family

    Lorelie Orense Avatar Lorelie Orense
    November 30, 2023

Ready for your home loan review? Fill out the form below

Home Loan Review
Name
Name
First
Last
Is this an owner-occupied or investement property?
2500000
Which bank(s) do you have a mortgage with?
1500000
When does your home loan fixed rate end?
What is your employment status?
What is your gross household income?
Feel free to add notes if the questions don't allow for all details in your situation or if there's any information you consider important