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.
Even if you’re just a regular Joe, dealing with your mortgages, investments, debts, bills, taxes can all get very complicated.
Our financial and investment advice starts with listening, so we can tailor our service to you. You’ll work with one of our expert financial advisers long-term, and get help sorting out financial issues or making smart money decisions to get you ahead.
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.
Tina is an Authorised Financial Adviser and specialises in lending and investment – financial planning – kiwisaver and managed funds.
She is dedicated to her work and passionate about helping her clients. During her prior thirteen years in banking, she was nominated twice for the Chevron award recognising her achievement in customer satisfaction. Tina had worked through numerous areas of the Bank which includes Business, Commercial, Major Corporate and Private Banking. She’s now putting all those skills to use as a Financial Adviser to help clients in all stages of their financial life. Tina aims to offer a complete package for her clients – skill, knowledge, and personalised service – whether you’re a first-time buyer, a seasoned investor or a business owner.
Outside of work, Tina likes to spend time with her family, her volunteer work, meeting new people and learning new things.
