Finsol
My point of difference is the highly personalised and hands-on service I provide throughout the entire client journey. I take the time to understand each client's goals and focus not only on securing the right lending or insurance solution, but also on ensuring the ownership and account structures are set up appropriately to support their long-term objectives. I pride myself on guiding clients through every step of the process, providing clear communication, education, and support so they feel confident and informed when making financial decisions. Where clients require advice outside my area of expertise, I leverage a trusted network of professionals, including accountants, solicitors, and other specialists, to ensure they receive comprehensive advice and support tailored to their needs.
Finsol NZ is a New Zealand-based financial advice firm providing comprehensive solutions across home lending, personal and business insurance, KiwiSaver, investments, and wealth planning. Established in 2010, the business supports clients nationwide through a team of qualified advisers focused on delivering tailored financial strategies. Finsol works with first-home buyers, homeowners, property investors, business owners, and families, helping them achieve their financial goals through personalised advice and ongoing support. The business takes a holistic approach to financial planning, ensuring lending, protection, and wealth creation strategies work together to improve long-term financial outcomes. Through strong lender and insurer relationships, technology-driven processes, and a client-first philosophy, Finsol NZ continues to help New Zealanders build, protect, and grow their wealth with confidence.
I provide financial advice services specialising in residential lending, personal risk insurance, financial reviews, and budgeting. My lending services include assistance with first-home purchases, refinancing, property investment lending, construction finance, debt restructuring, and mortgage reviews. I work with a range of lenders to help clients secure lending solutions that align with their objectives and financial circumstances. My risk insurance services include advice on life insurance, trauma cover, income protection, mortgage repayment cover, total and permanent disability cover, and health insurance. I help clients identify potential financial risks and implement appropriate protection strategies to safeguard their income, assets, and family lifestyle. My focus is on delivering personalised advice, guiding clients through the application process, and providing ongoing support to ensure their lending, insurance, and financial arrangements continue to meet their needs as their circumstances evolve.
I am a member of New Zealand Businesswomen to connect with like-minded professionals, build meaningful business relationships, and contribute to a supportive network of women in business. Membership provides opportunities for professional development, knowledge sharing, and collaboration, enabling me to stay informed about industry trends and best practices. As a financial adviser, being part of this community allows me to expand my network, support other business owners, and continue developing the skills and connections that help me deliver better outcomes for my clients.
I am passionate about supporting fellow members in their areas of expertise by making valuable introductions, sharing opportunities, and offering assistance where I can add value. Through building strong relationships and fostering a collaborative environment, I aim to help other members grow and succeed in their businesses, while also expanding my own network and learning from the diverse skills and experiences within the NZ Businesswomen community.