Rod Schubert

Short version focuses:

Mortgage Lending

• Main and non-bank mortgage solutions
• New lending and existing lending refixes/restructures
• Handling simple and complex scenarios – you name it!

Life & Health Insurance

• Personal Covers: Life, trauma, TPD, income protection, and medical insurance
• Business Covers: Key person, business life, trauma, TPD
• ACC advice: tailored to complement your private plan

Background:

With over two decades of passion for finance and numbers, Rod built a career around helping people achieve their financial goals. His journey has taken him through working with major banks and running my own advisory, RSFA, where he has committed his commercicial lifetime to exceeding client expectations. He believes firmly in offering transparent, value-driven advice, treating each client’s needs with the same care as I would for a family member. Don’t you hate not getting the service you desire? What is service? It can mean different things to different people. What Rod guarantees professionalism backed by determination and passion.

Summary of attributes:

• Extensive Financial Services Experience: Over 20 years working with BNZ and Kiwibank, before launching RSFA Advisory in 2016. Profiency in both finance and life and health insurance. This is a rare quality to excel in both areas.
• Property Expertise: Personally involved in buying, selling, and renovating properties, provding hands-on experience with real estate transactions and investments.
• Complex Finance Scenarios: Whether it’s a simple loan or a multi-layered financial challenge, handling a wide range of scenarios, ensuring solutions that work for each client.
• Client-Centered Approach: Acting as an advocate for my clients, striving to understand each client need, and delivering straightforward advice.
• Team Commitment: The RSFA team led by Rod are relentless in pursuit of delivering the best outcomes.
• Aiming for Long-Term Client Satisfaction: The most rewarding part is when clients leavel; they are in a better financial position than when they first came to us. We aim to provide the finance needed, protect client wealth, and help build value pragmatically.