Investment Advisors

Best match results for investment advisors in New Zealand + 30km.

    Global Finance Limited is one of the leading mortgage and insurance agency in Auckland, New Zealand. We are highly respected, trusted and awarded agency. We have been helping kiwi families to reach their dream for 19+ years. Scale & Size We have arranged over $5 billion of mortgages and over $3 billion in personal risk insurance cover since our inception. Every year we cater to over 1,500 customers for their mortgage or insurance needs so that they can meet their financial goals. Our Services: ... Read more 1. Mortgages for First Home Buyer 2. Mortgage Restructuring 3. Mortgage Refinancing 4. Business & Commercial Loans 5. Construction Loans 6. Property Investment 7. Debt Consolidation 8. Trauma Insurance 9. Total & Permanent Disability Insurance 10. Mortgage Protection Insurance 11. Medical Insurance 12. Life Insurance 13. Income Protection Insurance 14. GFS Simple Life Insurance

    Overall rating: 5 (out of 5)  

    Best mortgage broker agency in Auckland

    09-08-2018 by Ben William

    I was shopping around other broker agencies while applying for my first home. At the end, Global Financial Services helped me a lot for getting quick loan approval. According to my experience, i can say, they are one of the best mortgage broker agency in Auckland

    Answer from Global Financial Services on 20-09-2018:
    Thanks Ben, Highly appreciate your time to rate us.

    Bay Financial Partners help you Accumulate, Manage and Protect your Wealth. We provide a full range of financial planning services. Advise on investments, life and health insurance. We can assist you to buy and sell shares and assist you with other investments. We believe that everyone's investment needs are different and try to ensure that people who want to pay for our advise fully understand what they are invested in. But we also understand that some people actually know what they are ... Read more doing, and don't need any advise. We are happy to help with facilitating transactions on a brokerage basis. We offer access to a sophisticated online investment reporting system by leveraging our Sharesight Pro Partner and Xero Partner affiliations. Our Senior Investment Adviser, Jonathan York is an Authorised Financial Adviser (FSP42942). Originally from the UK, Jonathan moved to New Zealand in 2000. He has over 30 years experience working in the financial markets. He started in the City ...

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