Global Financial Services

Office address: Kudos Business Centre, 19/203 Kirkbride Road, Airport Oaks, Auckland 2022
Website: www.globalfinance.co.nz
Year established: 1999
Company type: financial services
Employees: 40+
Expertise: mortgage advice, home loans, health insurance, life insurance, first home buyer loans, refinancing, investment property loans, business loans, commercial loans, construction loans, KiwiBuild houses
Parent company: N/A
Key people: Ajay Kumar (founder and director), Yamini Agrawal (head of insurance division), Aseem Agarwal (head of mortgage), Kerul Patil (BM), Arya Gupta (TL), Ruma Chugh (office manager), and Manpreet Singh (BM)
Financing status: N/A

Global Financial Services is a financial institution headquartered in Auckland with over 24 years of service providing mortgage and insurance advice. With over 7,000 clients, they have arranged more than $14 billion in loans and insurance. The company has more than 40 employees and focuses on customer service and giving back to the community.

History of Global Financial Services

Global Financial Services was founded in 1999 by director Ajay Kumar, with the goal of providing personalised financial solutions. Since then, they have grown to adapt to the market while expanding to five locations. They have won over 50 awards and recognitions, displaying the growth and financial success of the company.

Global Financial Services won two awards at the NZ Mortgage Awards 2021, including Mortgage Brokerage of the Year. In 2023, they strengthened their market presence by expanding services and establishing a new location in North Shore, Auckland. Celebrating their 25th anniversary in 2024, they continue to innovate and grow, maintaining a strong commitment to their clients and community.

Products and Services of Global Financial Services

Global Financial Services offers financial advice regarding various mortgage-related products to clients. These include:

• first home buyer loans: tailored loans designed to help first-time homebuyers secure their first property
• refinancing: options for existing homeowners to refinance their mortgages for better terms and rates
• investment property: loans specifically for purchasing and managing investment properties
• Mortgage Genius Plan®: an innovative plan offering flexible and customised mortgage solutions
• business loans: financial support designed to help businesses grow and expand
• commercial loans: funding options for purchasing or investing in commercial properties
• construction loans: loans aimed at financing the construction of new buildings or developments
• KiwiBuild houses: specialised loans for purchasing homes under the KiwiBuild program

Culture at Global Financial Services

Global Financial Services cultivates a teamwork-oriented and encouraging workplace, prioritising creativity and customer satisfaction. The company promises clients and partners a commitment to tailored financial solutions and exceptional service. Employees at the company are encouraged to grow professionally, with benefits that include:

• fixed salary package
• rewarding bonus structure
• remuneration package based on 45 hours per week
• growth opportunities
• training and support
• ongoing mentoring

It actively supports local communities through various charitable and multicultural initiatives. They are committed to promoting diversity and inclusivity by participating in numerous community events. The company regularly engages in efforts that benefit local charities and support cultural festivals.

• supported the Starship Foundation
• participated in ORL-2020 Annual General & Scientific Meeting
• supported Kiwi Indian Hall of Fame Awards 2019
• helped with Navratri Dandiya 2019
• member of Sustainable Business Network
• joined Diversity Festival 2019
• sponsored Special Children’s Christmas Parties

About Global Financial Services Director Ajay Kumar and Key People

Ajay Kumar is the director and founder of Global Financial Services, bringing expertise in mortgage lending, corporate governance, business analysis, and team leadership. He holds a Fellow of The Financial Services Institute of Australasia (FINSIA) CAIIB and an associate's degree from the Indian Institute of Banking and Finance.

The key people assisting the director are important to the company's operations. These include:

• Yamini Agrawal, as head of the insurance division, oversees all insurance-related services and products
• Aseem Agarwal, as head of mortgage, manages the mortgage services and client relations
• Kerul Patil, as a branch manager, ensures efficient branch operations and customer satisfaction
• Arya Gupta, acting as a team leader, coordinates team activities and client services
• Ruma Chugh, an office manager, handles office administration and support functions
• Manpreet Singh, as a branch manager, manages branch operations and customer engagement

The Future at Global Financial Services

Global Financial Services is dedicated to broadening its range of services and enriching client interactions, paving the way for growth and innovation. By strengthening its local presence in North Shore, Auckland in 2023, the company is better positioned to serve a broader client base. This strategic move supports their mission of empowering customer sovereignty and improving accessibility.

Global Finance, celebrating its 25th anniversary in 2024, marks its commitment to providing exceptional mortgage, loan, and personal risk insurance solutions. This milestone underscores their dedication to client-centric service and community engagement initiatives like financial literacy programs and senior citizen support. Looking ahead, Global Finance plans to introduce new financial technologies and expand its branch network to enhance service offerings and accessibility.