Office address: 24 Centre Street, Auckland CBD, Auckland 1010
Website: www.alexwang.co.nz
Year established: 2019
Company type: financial services
Employees: 3
Expertise: mortgages, financial advice, home loans, financial health review, personal lending, property investment, business finance consultation
Parent company: N/A
Key people: Alex Wang (founder and advisor), Jane Wang (operations manager), William Kirk (associate)
Financing status: N/A
Alex Wang Consulting is a financial advisory firm headquartered in Auckland, offering tailored advice to clients looking to buy their first home and more. They have a network of over 24 lenders and have settled over 680 properties, with lending approvals exceeding $790 million. With more than 260 customers served, the company, as an independent consultancy, prioritises client needs above all.
Alex Wang Consulting was founded in 2019 by Alex Wang, with a mission to assist clients in achieving their financial goals. By June 2020, they celebrated their first record month with $10 million in settlements, underscoring their rapid growth. In 2021, they launched the "Dreams By The Numbers" campaign to help clients realise their dreams, offering $500 in Airpoints to celebrate.
They also sponsored Gafoa Le Ata, supporting bilingual education for Pasifika students in New Zealand. Recognised as one of NZA's top brokerages in 2022 despite the challenges of Covid-19, the company continued to thrive. In 2023, the firm moved into a new office and won the NZA Top Brokerage 2023 award, reflecting their commitment to growth and client support.
Alex Wang Consulting offers a wide range of financial products and services tailored to meet diverse client needs:
Alex Wang Consulting fosters a workspace that inspires innovation, productivity, and teamwork. Their dynamic and fast-growing team is known for their consistency, hard work, and dedication, ensuring clients feel relaxed while their needs are prioritised. Their operations are integrated with certain principles and practices, such as having:
Their advice is stated to be transparent and trustworthy, rooted in extensive financial experience. They focus on building long-term client relationships based on honesty and trust, driving clients to achieve their investment goals confidently.
Alex Wang serves as the company's founder and financial adviser. His work history includes roles as a business acquisition manager at BNZ, account manager at Ascential, and corporate account specialist at Spark New Zealand. Wang obtained executive education at Imperial College London.
Key people helping the founder operate the company include:
Being recognised as one of NZA’s Top Brokerage of 2024 highlights Alex Wang Consulting’s ability to handle market challenges and deliver excellent client outcomes. This award celebrates the best mortgage advising firms of 2024, underscoring the company’s competitive edge. Such accolades not only enhance their reputation but also reinforce their commitment to excellence in client service and financial advice.
The company’s office also received a significant award for workspaces. This recognition reflects their dedication to creating a workspace that inspires creativity, collaboration, and efficiency, aligning with their boutique financial brokerage brand. They strive to create a welcoming space, distinguishing themselves from traditional banks with a focus on hospitality and comfort, both now and in the future.
Thrilling event on April 11 will honour industry's best
Entries for NZ Adviser's annual showcase will close next Friday
Find out who made the list of finalists
Nine brokerages are recognised for enabling their clients to achieve their homeownership and financial goals
Nominees evaluated across four areas
