Dealing with the banks is hard work – especially if you’re not an expert. Float takes mortgage and insurance details off your hands, so you get the best deals without the stress. We have a team of brokers and advisers ready to work on your behalf and share their expertise. Whether you’re buying your first home, or investing in your fourteenth, a bit of specialist help can make a huge difference. Unlike most brokers, our team is on salary, rather than commission. This means they want to find the best deal for you, not the deal that gives them the most cash. Organising your loan or insurance is our main service, but we offer a lot more if you need it. This can mean insights into the property market, help navigating auctions and offers, and arranging bank pre-approvals.
Our advisers tend to stick around, so you get consistent service from someone who understands your situation. If you come back to renew or restructure your loan, you’ll work with your original adviser.
When your clients seek you out to ask for advice years later, you know you’re doing something right. That’s what inspired Jason to start Float Mortgages and Insurance after decades in banking – he wanted to be able to help clients long term, in all stages of their financial lives.
Jason started work at BNZ at the tender age of 17, and stayed for 14 years, working in accounts, personal banking, lending, and eventually senior branch management. He ended up as Head of Distribution (Northern Region) for New Zealands Westpac’s Life Insurance division after a short stint in Australia. After all this experience, he wanted to broaden his horizons, offer clients a wider range of products, and use all his financial advisory skills in one place. And that’s exactly what he does at Float.
He’s an expert when it comes to the huge range of loans and lender options, but he’s also all about that personal touch. He gets to know his clients and their finances, and they trust him to find the best mortgage option and ‘Plan B’ insurance to make sure his client’s most important things are protected.