Winners recognised for expert knowledge, strong customer service orientation, and soft skills
New Zealand Adviser (NZA) has announced the top advisers of 2023, professionals in the broking industry whose expertise, customer-first approach, and boundless energy have propelled them to the top.
This year’s winners have excelled across various areas, according to Financial Advice New Zealand CEO and industry expert Katrina Shanks:
- expert knowledge;
- strong customer service orientation; and
- soft skills, such as empathy and compassion.
Methodology
NZA identified the top advisers of 2023 by calling for nominations on its website. The nominees had to provide their contact details and the total value of residential loans they settled from April 1, 2022, to March 31, 2023. They also provided the names and contact details of their aggregator.
The NZA team contacted the aggregators for verification as part of the ranking process, with only fully verified figures accepted for the final ranking.
To be eligible, the nominees must have settled a minimum of $50 million in total residential loans. After reviewing the nominations, the NZA team selected 57 top performers for this year’s list of winners. The list considered residential loans, with the advisers ranked in order of the highest value of residential loans settled within the specified period.
Best mortgage advisers
Some of the winners this year are:
- Sandeep Khanna – Sandeep Khanna Mortgages
- Satyan Mehra – iConsult
- Amanda (Mandy) Jordan – The Mortgage Supply Company Invercargill
- Adam Shepherd – Lending Choice
- Brock Shute – The Mortgage Advice Company
- Cameron Muggeridge – Loan Market Central
- Nathan Miglani – NZ Mortgages
- Jaz Bedi – The Mortgage & Loan Guru
- Raj Mehta – Kiwi Home Loans
- Sanjeev Jangra – Jangra Financial Services Limited T/A Loan Market
- Connor Ward – Financing Futures
- Paulette Trotter – Trolly Financial Services
- Jeff Royle – ilender
- Brendan Brits – Insight Mortgage Management
You can read more about their individual stories by clicking on the links above, or see the rest of the winners and why they stand out by reading the NZA Top Advisers 2023 special report.
