Michelle's company Moneytree and Stephen's Mortgage Minders, have combined to allow you the peace of mind that someone will always be here to help with your requests. The partnership brings together decades of experience across different mortgage and insurance functions.
The Advice Group was set up to serve the East Auckland regions where most of our clients are friends, family or colleagues of past clients. With greater efficiency in our systems we're now able to offer even more services to help our clients grow and protect their wealth.
We are a successful full advice solution business that assists our clients create and protect their wealth and have a level of certainty for their plans. Our success is measured by the success of our clients, and the choices they can make to enjoy now or create in the future lifestyles that match their ever changing goals.
We provide a complete ongoing service that allows us to assist you in achieving all your short term and long term goals. In addition we will help you work out a loan structure that minimizes the cost of borrowing, minimizes your exposure to interest rate changes and most importantly we will assist you with the early repayment of your debt, saving you not just hundreds of dollars at the start but thousands of dollars overall.
We’ll give you full support from pre-approval to settlement and from there we “mind your mortgage” with ongoing assistance for the restructuring and re-fixing of existing borrowing, and any Top Ups or new loans you may require. Our team is professional, friendly and dedicated to making your mortgage as stress free as possible.
We are specialist insurance advisors. Ensuring that you have an adequate Risk Protection Plan in place is a very important part of the service that we provide. An increase or decrease in your debt level, or changes to your income all effect the balance of financial risk, it is vital that we do a thorough assessment of your insurance requirements.
After a brief meeting we will prepare a written recommendation and quotes for your review, and upload them to your TAG.LifeLot account. These will include, Term Life Cover, Income Protection, Mortgage Protection, Trauma Cover, Medical Cover, Fire & General Damage Cover.
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