Office address: 1/40 Hurstmere Road, Takapuna, Auckland 0622
Website: www.guardiansmith.co.nz
Year established: 2022
Company type: financial services
Employees: 8
Expertise: mortgage advisory
Parent company: N/A
CEO and key people: Mikey Smith (managing director), Melissa Smith (manager)
Financing status: N/A
Guardian Smith Mortgage & Financial Services is a team of mortgage advisers that focuses on personalised client service and strategic long-term planning. The firm offers a full spectrum of financial services designed to meet diverse client needs, making it an ideal choice for both new and experienced property owners.
Guardian Smith was established in 2022 by Mikey Smith, an experienced professional in New Zealand’s mortgage industry. Guardian Smith’s goal was to simplify the mortgage process and provide tailored financial solutions for its clients. The company has quickly risen through the ranks, having been named one of the top brokerages in New Zealand in its first year.
They followed this up with another top brokerages accolade for 2024.
The firm is looking to expand outside Auckland, with a new office in Christchurch having opened in late 2023. It also plans to set up in another location, possibly Tauranga, very soon.
Guardian Smith offers a suite of mortgage and financial services for a range of client needs:
new mortgages: Guardian Smith provides expert advice and competitive rates to secure the best mortgage options
investment loans: tailored solutions for property investors seeking to expand their portfolios, with a focus on maximising return on investment
mortgage refixing: assistance in renegotiating mortgage terms to better align with current financial circumstances, ensuring clients always have the most favourable rates
At the heart of Guardian Smith’s success is its vibrant and client-centric culture. The firm’s approach to client service is educational rather than transactional, ensuring that clients are well-informed and confident in their financial decisions. “We like to slow down with clients, ensuring it’s not a sales process but an educational one,” said Mikey Smith, managing director. This culture of care and dedication has been pivotal in driving the firm’s rapid ascent in the competitive mortgage advisory market.
Mikey Smith, managing director of Guardian Smith, is known for his strategic vision and dedication to client satisfaction. With a background in finance and a passion for simplifying complex financial processes, Mikey has been instrumental in shaping the company’s growth trajectory. A shining moment was being part of New Zealand’s top advisers for 2023 in his first year of heading Guardian Smith.
Another member of the leadership team is Melissa Smith, client services manager, who plays a crucial role in maintaining the high standards of customer service at the firm.
Looking ahead, Guardian Smith aims to expand its footprint across New Zealand, aspiring to become the most recognised mortgage adviser brand in the country. The company plans to leverage its strong foundation of client trust and operational excellence to explore new market opportunities.
With a clear roadmap laid out by Mikey Smith, Guardian Smith is set for continued growth and success, driven by a focus on client satisfaction and service quality.
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