Best Mortgage Brokers in Tauranga 2024

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Here are our top picks for mortgage brokers in Tauranga for 2024

Craig Coupland
WealthHealth
Best For:
First time buyers
Craig Coupland
WealthHealth

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.

Address:
2 Nicole Place, Papamoa Beach, Papamoa 3118

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    Terry Meredith
    Mortgages Made Easy Ltd
    Best For:
    Lending Experience
    Terry Meredith
    Mortgages Made Easy Ltd

    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.

    This is what his clients say:

    ‘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

    A few good reasons why people choose Mortgages Made Easy

    • We do the groundwork and shop around for the best option for you
    • Negotiate interest rate and fee discounts and possible contribution to your costs
    • Information on Kiwisaver and First Home Buyers subsidy
    • Convenience through online application process

    Terry can do a quick assessment of your borrowing position once he knows your income and outgoings and how much deposit you have.

    Address:
    Bay of Plenty

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      Margaret Richardson
      Majesty Mortgage & Insurance Advisors
      Best For:
      Full-Spectrum Lending Services
      Margaret Richardson
      Majesty Mortgage & Insurance Advisors

       

      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).

      Address:
      3/63 Totara Street
      Mount Maunganui
      Tauranga

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        How To Find A Mortgage Broker Tauranga?

        It can often feel quite challenging when trying to locate a mortgage broker Tauranga residents can depend on for stellar rates and advice. From calling different brokerages, to taking the time to ensure your broker has what it takes to fit your needs, it goes without saying that locating the right Tauranga mortgage broker can grow tiresome for most people very quickly. So, how do you find the mortgage broker that’s right for you? Why spend tremendous amounts of time searching for a broker on your own? Let us help. Best Mortgage Brokers cuts out the hard work and provides you with a list of hand-picked Tauranga mortgage brokers. When you need a mortgage broker in Tauranga and don’t have excess time to spend on the search, we’ve got you covered.

        What Tauranga Mortage Broker is Best For You?

        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. Here are the best ways to select a Tauranga mortgage broker:

        Broker’s Specialties

        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.

        Degrees of Experience

        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.

        Location Familiarity

        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.

        More About Our Tauranga Mortage Brokers

        If you’re in need of a home mortgage in Tauranga, New Zealand, our hand-picked mortgage brokers are what you need. We take the time needed to properly vet, research, and review each Tauranga broker we have listed, ensuring you get the broker that you deserve. Using Best Mortgage Brokers enables you to use our platform as a resource for making a well-informed and confident decision when searching for a Tauranga mortgage broker.

        Best Mortgage Brokers in New Zealand

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