Financial Adviser Andy Wang
Our mission is to find the best possible financial solutions for you
About Andy's Profile
Financial Adviser 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
- Financial Advisor( Specialised in mortgage lending）
- Disclosure Guide
- 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 in banking and has served as a Relationship Manager for Business / Personal Banking at ANZ and WESTPAC New Zealand.
- Andy’s main job during his tenure was to approve a client’s loan application and handle the related insurance business, so Andy has extensive knowledge of residential & investment lending and he also has an in-depth knowledge of the New Zealand housing market. His goal is to help his clients to get their loan application approved in order to achieve their financial goals.
- Due to the products & services from a single bank always has their limitations, therefore, Andy 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 tailor-made financial solution for his clients.
Professional, Independent, they will fight for your best interest! Why choose Financial Adviser
- 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 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 not mot 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 adviser 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.
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.
