Effortless Mortgages and Insurance

Effortless Mortgages and Insurance

Financial Advisory Firm– Mortgages, Insurance, Financial Planning

About

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.

Financial Adviser

Naylon Cassidy

Location: 1/359 Onehunga Mall Road, Onehgunga
Phone: 0292003711
Email: Naylon@floatmortgages.co.nz

After spending over a decade in banking, Naylon realised that the impersonal, sales-focused approach wasn’t for him. He founded Float because he wanted to focus on building relationships and really looking after his clients. Naylon’s banking experience started with a part-time teller job at BNZ that slotted in around his competitive swimming career. When the swimming ended, the job continued, and he spent 12 years building his skill set in business and commercial banking. He was shoulder-tapped to move to HSBC as a corporate manager, working with a range of commercial clients. After that experience, he realised that commercial clients were seeking him out – they wanted his insight, not the bank’s – and he decided to start his own mortgage broking business.
At Float, Naylon is a Financial Adviser, working with clients in all areas and all financial situations. He loves the way working independently lets him take care of people on a personal level – he’s not forced to put people into categories or send them off to other experts like he was in banking. He’s proud of the way the Float team looks after people, builds strong relationships with clients, and keeps them coming back year after year.

Services and Pricing

  • Mortgages – Residential and Commercial Advice
  • Insurance – Health and Life/Risk Insurance
  • Insurance – Fire and General
  • (Home-Content-Car)
  • Financial Planning and KiwiSaver

Contact Details

Opening Hours

  • Monday8.30 am - 9 pm
  • Tuesday8.30 am - 9 pm
  • Wednesday8.30 am - 9 pm
  • Thursday8.30 am - 9 pm
  • Friday8.30 am - 9 pm
  • Saturday10 am - 3 pm
  • Sunday10 am - 3 pm