Office address: Unit 7, 3 Workspace Drive, Auckland 0618
Website: www.mortgagemanagers.co.nz
Year established: 2004
Company type: financial services
Employees: 8
Expertise: mortgage advice, home loans, personal loans, insurance, KiwiSavers, property investment, first home buyers, existing home owners, non-standard home loans, vehicle loans, business finance
Parent company: North West Group Holdings
Key people: Stuart Wills (mortgage adviser), James Puah (mortgage adviser), Jan Jensen (mortgage adviser), Clive Brumby (mortgage adviser), Sunil Kumar (mortgage adviser), Nicola Petersen (adviser support), Lanie Ayangco (adviser support)
Financing status: N/A
Mortgage Managers is a locally owned mortgage advisory firm headquartered in Hobsonville, Auckland. They specialise in providing personalised mortgage solutions across West Auckland and North Shore. With a team of eight employees, the company differentiates itself by delivering comprehensive financial advice and securing favourable mortgage deals for their clients.
Mortgage Managers was founded in 2004 and has been a key player in the financial services industry across Auckland. Initially based in central Henderson, the company moved to new offices in Hobsonville in 2016, enhancing its service to reach North Shore and West Auckland. Originally operating under the Mortgage Link brand, the firm rebranded to The Mortgage Supply Company in 2016.
By 2019, they joined the Australian group Astute Financial, prompting another rebrand to Mortgage Managers. Stuart Wills, key adviser, has helped the company grow its client base. The firm continues to offer comprehensive mortgage and financial advice, leveraging state-of-the-art technology and strong industry relationships.
The company provides a wide range of products and services tailored to meet the diverse needs of their clients, including:
first home buyers: specialised mortgage advice and solutions for first-time home buyers
existing home owners: mortgage restructuring and refinancing options for current homeowners
non-standard home loans: tailored mortgage solutions for clients with unique financial situations
insurance: comprehensive insurance options to protect homes and financial interests
KiwiSaver: guidance and management of KiwiSaver investments for long-term financial growth
property investing: expertise in financing options for property investment opportunities
personal loans and vehicle loans: financial solutions for personal expenses and vehicle purchases
business finance: financing options to support business growth and operations
Mortgage Managers prioritises personalised mortgage solutions and exceptional service. The company promotes a supportive and inclusive culture, emphasising client-centric values. They actively engage in local initiatives and cultural events, highlighting their commitment to the community, including:
$500 Stihl voucher giveaway
supports Hobsonville Yacht Club to promote sailing to younger kids
promotes World Mental Health
celebrates Māori Language Week and Matakiri day
The firm has a collaborative culture focused on trust, transparency, and client satisfaction. The company aims to simplify the mortgage process, working exclusively for clients to secure the best results. They promise to provide tailored advice, maintain clear communication, and uphold a strong commitment to their clients' needs and expectations.
Stuart Wills serves as a key mortgage adviser at Mortgage Managers, bringing extensive experience in the mortgage industry. He is known for securing favourable deals and handling challenging finance cases. His expertise has been instrumental in the company’s growth and success.
Other key people assisting Wills in operating the company include:
James Puah, as a mortgage adviser, provides expert advice and tailored mortgage solutions to clients
Jan Jensen, a mortgage adviser, specialises in helping clients navigate the mortgage process smoothly
Clive Brumby, serving as a mortgage adviser, offers comprehensive financial advice and mortgage solutions
Sunil Kumar, a mortgage adviser, assists clients in securing the best possible mortgage deals
Nicola Petersen, acting as an adviser support, ensures efficient administrative support and client service
Lanie Ayangco, an adviser support, provides crucial support to the advisory team and clients
Mortgage Managers is focusing on expanding its reach and enhancing client services through continuous innovation and community engagement, recognising the importance of leveraging social media. The company also prioritises educating clients and the public through their Finance Blog and YouTube channel. For example, their blog posts on understanding KiwiSaver and tips for first-time home buyers help clients make informed decisions, fostering trust and loyalty.
Recently, Mortgage Managers have been adapting to changes in the mortgage sector by updating their systems and processes. This proactive approach ensures they remain compliant and competitive. The company's commitment to customer education, service quality, and local community involvement will drive their future success and market leadership.
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