About Our Company

Who We Are

Find the most suitable mortgage for your needs!

Discover the perfect mortgage to meet your unique financial requirements. We’ll guide you through the process, comparing various options to secure the ideal loan, ensuring your home purchase or refinance aligns seamlessly with your financial goals. Your dream home is just a tailored mortgage away.

Our Vision

Our vision is to empower individuals and businesses by providing them with the financial knowledge and support they need to make informed decisions, achieve their goals, and secure their financial future. We aim to make your dreams a reality.

Our Mission

Our mission is to provide accessible, personalized, and reliable financial solutions to our clients. We strive to assist individuals and businesses in achieving their goals by offering expert advice, transparent processes, and the best-suited loan options for their unique needs.

The Reliable Financial Adviser services in NZ

Our aim is to ensure clients are taken care of to the highest possible standard extending to being of service when clients’ needs change and to watch them grow and prosper. We love helping people to achieve their financial goals, protecting the precious possessions and achieving financial independence. We put your best interests first and not the Bank – our advice is unbiased as we get paid same amount of commission by  all Lenders.

We have access to funds from both Banks and non Banks, which means we can help you if you need:

A Low Deposit mortgage

A Self Employed mortgage

A Bad Credit mortgage

All these can be arranged quickly and simply and are often a ‘means to an end’ in resolving an immediate need. Also it can give you buying time, so that the mortgage you really want (i.e. a Bank mortgage), can be put into place as quickly as possible.

We are members of the FMA (Financial Markets Authority). We are accredited to Banks and Lending institutions throughout New Zealand. We ensures that you get quality and professional advice.

The Mortgage Experts You Can Trust

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Deepak Sharma

Mortgage Adviser/Director

As a dedicated financial advisor with a Master of Commerce degree and a Level 5 Certification in Residential Lending, I bring extensive expertise to the table. My primary focus is on helping clients secure home loans, mortgage refinancing, and re-fixes. I thoroughly analyse each client’s unique situation to ensure the solutions I provide are both suitable and sustainable for their long-term financial well-being.

Believing that financial advice should never be one-size-fits-all, I take a client-centric approach to deliver personalized and effective financial strategies tailored to individual needs. Whether it’s finding the best mortgage rates or crafting a refinancing plan to ease financial pressure, my goal is to help clients navigate home financing complexities with ease and assurance.

My commitment extends beyond securing loans; I aim to build lasting relationships based on trust and transparency. By providing ongoing support and adapting strategies as circumstances change, I help clients achieve their homeownership and financial goals.

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Shilpa Bhasin Vij

Mortgage Adviser

With my Bachelor’s Degree in Economics and a Level 5 Certification in Residential Lending, I am committed to assisting you in achieving your financial goals, particularly in buying your first home or contemplating a mortgage adjustment.

My passion lies in understanding your unique financial situation to provide tailored advice customized to your needs.

I firmly believe in building lasting relationships grounded in mutual understanding and trust. By taking the time to truly grasp your aspirations and financial circumstances, I ensure that our collaboration is not just a one-time transaction but a long-term journey towards accomplishing your financial goals.

Together, we’ll navigate the complexities of home loans, ensuring you secure the right one for your situation. I’ll be there every step of the way to provide ongoing support and guidance, helping you manage your finances better and turn your dream of homeownership into a tangible reality.