KiwiSaver Advisers

“Nicola was handed over our portfolio after the previous advisor, Karen Hyland left. We believe it was a good start by Nicola as she ascertained all the details we had provided to Karen was still relevant and valid . This includes combing thro a lot of previous documentation and asking questions/ clarifying circumstances and looking at our statements/ savings and expenses, before providing us with options on banks to choose from. She was also able to advise on "when" it would be appropriate to trigger the loan instead of attempting to close a loan accommodation successfully. She also helped in understanding the way the loans were setup in different phases of the build. This was useful as we waited until we had put almost all our savings into this house before pulling the trigger on the loan. This helped up by trimming the principal and the interest rates thereof for which we are thankful. Naturally, this cannot be accomplished without clear , honest and transparent communication on both sides. Thank you for your time and effort Nicola. Laveena and Raj”

Laveena D'Souza

Nicola Winters

“Nicola straight off the bat has been incredibly attentive and supportive. No question was too silly and she always had time to answer our questions. I really think she goes above and beyond and we will be referring her to all our friends!”

Michaela Adams

Nicola Winters

“Lynne was fantastic to deal with. Lightning quick communication, knowledgeable and proactive. She gave us valuable practical, and proactive, insights and we are extremely happy with how easy she made the process.”

Scott Clements

Lynne Dent