Registered Financial Advisor Andy Wang

Our mission is to find the best possible financial solutions for you

About Andy's Profile

The Registered Financial Advisor is regulated by the New Zealand Government's FMA (Financial Market Authority) to ensure that the services it provides are fair, effective, and transparent. At the same time, the company has also joined the FRD (Financial Dispute Resolution Service) service and is bound by it, providing customers with further protection.

Andy Wang

Registered Financial Advisor

(Specialised in mortgage lending）

Member of NZFSG (New Zealand Financial Services Group)

Our business philosophies: Always put customer’s best interest first, be honest, be reliable, and be thankful.

Andy has more than 12 years of experience working at the bank. He has worked as a relationship manager in the Commercial/Personal Banking Department at New Zealand’s local ANZ bank and Westpac bank.

Andy’s main responsibility during his tenure was to approve a client’s loan application and handle the related insurance needs. Andy is very proficient in the process of load approval and has an in-depth understanding of the entire market. His mission is to provide best possible financial solution to his client in order to help them to achieve their financial goals.

Due to the products & services from a single bank always has their limitations, therefore, Andy resolutely resigned from a stable bank job in order to provide his clients with a wider range of products and services to choose from, to do that, he is able to provide the most appropriate tailored financial solution for his clients.

Why choose us？

Professional, Independent, they will fight for your best interest! Why choose Registered Financial Advisor

Financial advisors can tailor the financial solution that best suits you. Different financial providers have different lending products and services, and their pricing offers are also different at different times. It will be time consuming for you to find the most suitable products and services on the market, so why not leave those hard works to the professionals? Experienced financial advisor will help you select products that suit you the most or to provide you with an independent recommendation of the best possible deal on the market. More importantly, most of times, you don’t have to pay for these professional services you get.
Under normal circumstances, financial advisors will not charge you for providing the above-mentioned services. The income of financial advisors usually comes from the rebates and rewards of major banks or insurance companies for the services advisors provide and the business they bring.
The financial advisor will provide you with a one-stop service to better complete the entire loan process, not only to help you submit your loan application to get approval, but also to help you communicate and coordinate with all relevant parties before the loan drawdown. This includes but not limited to bank account managers, lawyers, accountants, Real estate agencies, insurance companies, etc. These services are particularly important for first home buyers.

A good financial advisor will be able to guide you to avoid unnecessary detours in the financing process, save you a lot of time, and find the best possible products and services for you on the market.

Services

Our Services

What services can we provide for you?

Our main Services:

Helping clients apply for various new loans to major banks/financial providers
Help clients manage existing loans, including: re-fixing loan interest rates, changing loan structure, collateral replacement, etc.