Menu
Craig grew up in a family of entrepreneurs that specialised in Residential property investment and management. In the family business, Craig made some pocket money by organising filing before showing prospective tenants through different properties, all the way to post-tenancy inspection and basic property maintenance. This experience laid the foundation for mortgage brokering that Craig is currently very good at.
In the year 2000 Craig joined the financial professions. Worked in established financial institutions like Eftpos NZ Ltd which is an ANZ subsidiary and BNZ in call centre which prompted him to take on tertiary education to make his financial advisor career official.
After excelling and climbing the corporate ladder, over many years, Craig got a little uncomfortable with some of the financial solutions he was required to promote through the bank he was working for. That’s why he decided to start WealthHealth, unlike may banks, Craig’s company actually puts the clients’ needs first.
Things like the Global Financial Crisis and New Zealand’s financial company crisis did shake the industry a little as Craig was coming up and but that added even more to his bucket of experience. Craig is now a well-trained and highly experienced mortgage broker. One of the best in fact. He is clearly hardworking and never leaves a client hanging.
Terry is an experienced Mortgage Advisers with over 20 year brokering experience and previous banking experience.
Whether it be to purchase a First Home, your next home, an investment property or section and build, he specializes in residential mortgages and can and guide you through the approval and purchasing process.
‘Thank you for your advice and guidance. You made it all so easy. We are over the moon with our First Home’
James
‘Just wanted to say a huge thank you for all your help purchasing our Investment property.. We really appreciate everything’
Jess
‘Can’t say enough about the way you got this organised in such a short time. I will recommend you to anyone I can’
Simon and Di
‘Thank you for all your hard work on my behalf. I truly appreciate your expertise and knowledge of the building process.
Lorraine
Terry can do a quick assessment of your borrowing position once he knows your income and outgoings and how much deposit you have.
Margaret has been a mortgage broker since 2014. Prior to this, she accumulated over 18 years of experience in the mortgage & finance industry with the ANZ bank, where she spent the last 5 years as a Mobile Mortgage Manager. Margaret has also held roles in Business & Personal banking for ANZ.
With extensive experience in various market trends in lending, Margaret has navigated numerous changes in the finance and building sector, consistently delivering outstanding results for her clients, whether they are first home buyers or seasoned property owners with substantial rental portfolios.
Drawing from her personal experience in purchasing residential, commercial, and rental properties in different regions of the country, including the Bay of Plenty, Margaret understands the excitement and empowerment that come with buying property. Her deep insight into the property market underscores the value that a seasoned mortgage advisor can bring to the property purchasing process.
Having been actively involved with the Tauranga Property Investors Association for 5 years and serving on the committee for most of that time, Margaret’s focus lies in guiding customers through the often complex process of obtaining the necessary mortgage to realize their property aspirations, bridging the gap between home ownership and desired lifestyle.
Margaret is dedicated to going above and beyond to help clients achieve their property goals, ensuring they feel well-informed and confident in their path to future success. She encourages clients to ask any questions they may have and is available for support throughout the home buying journey, aiming to transform what can be a stressful time into a seamless experience.
Whether you or someone you know is considering purchasing a property and requires a loan, Margaret urges you to reach out to her. Offering a personal yet professional approach, she aims to provide peace of mind at every step of the process. A simple call can reveal the difference her expertise can make.
Margaret is a registered financial adviser (RFA).
When buying a home or investment property in Tauranga, working with the best mortgage brokers can save you time, money, and stress. Mortgage brokers act as your personal home loan advisor, comparing offers from banks and non-bank lenders to secure the best rates and terms for your situation.
Tauranga remains one of New Zealand’s most popular regions for homebuyers, with strong demand in suburbs like Mount Maunganui, Papamoa, Bethlehem, and Otumoetai. The mortgage market in Tauranga is shaped by:
If you’re looking for a mortgage broker in Tauranga, you likely have a mental checklist for what you’re after. Since each person seeking a mortgage is unique and has specific needs, it’s important you find a broker that matches up with your needs the best. You also want to be sure that the broker you’re selecting has the right experience for your needs. Finding the right mortgage broker is about more than just rates. Here’s what to look for:
Finding a mortgage broker Tauranga residents trust often comes down to finding the broker with a lot of experience. While the length of experience is important, it often isn’t the end-all-be-all of what makes a good mortgage broker. Our Tauranga brokers each possess a healthy duration of experience and expertise, all with their own specialties. What this means is, if you’re looking for a broker who is more experienced in getting fast results rather than one who takes the long approach, you’ll want to search for a broker with that specific experience.
A broker familiar with Tauranga’s suburbs, school zones, and property trends can offer insights that out-of-town advisors can’t match. Whether you’re looking to purchase a home in Te Papa, Otumoetai, Mount Maunganui, or another suburb, you want to be sure your broker is familiar with the layout of Tauranga and has a good understanding of the property market in its suburbs. For some potential homebuyers, this isn’t essential. For others, it’s crucial because leveraging a broker who understands the Tauranga property market can help you make the best decision for improving your long-term success.
Every Tauranga mortgage broker has a wide range of skills and expertise but is often especially skilled at one practice or another. For instance, a broker may specialise as a financial advisor, mortgage advisor, and many more skill sets. They will likely have one area they particularly excel in. Whether that’s providing fast service, finding the right rates, or helping you narrow down your long-term goals, finding the broker with the expertise that fits your needs is ideal.
Our listed Tauranga mortgage brokers all carry a wealth of experience and expertise, which is displayed with their bios to help you narrow down the right choice.
Top Tauranga mortgage brokers offer:
Ask about broker commission, fee structures, and whether the service is free for borrowers (most are paid by lenders).
Look for brokers who provide annual mortgage reviews, after-settlement support, and help with refinancing or restructuring as your needs change.
Before you commit, ask these key questions:
Use these online tools to plan your home loan:
Choosing the right mortgage broker in Tauranga can make all the difference in your homeownership journey. Whether you’re a first-home buyer, investor, or looking to refinance, Tauranga’s top mortgage brokers offer expert advice, competitive rates, and ongoing support tailored to your needs.
If you’re looking for a home mortgage in Tauranga, New Zealand, our hand-picked brokers are here to help. We take the time to thoroughly vet, research, and review each Tauranga broker listed on our platform, ensuring you get the guidance you deserve. Best Mortgage Brokers is your trusted resource for making a well-informed and confident decision when choosing a mortgage advisor.
Ready to get started?
Book a free mortgage consultation with a top-rated Tauranga broker today and take the first step toward your new home or investment.
