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Hi, my name is Harry and I am a Financial Adviser with over 26 years of experience in Banking, Finance, and Insurance both in New Zealand and abroad. Leonie Coker is our Loans Processing Manager. She has over 40 years of experience working at Rural Bank, National Bank, ANZ, and ASB, with over half of these years as a lender in the business and personal markets.
I am a fully qualified Financial Advisor with Level 5 Financial Advice certifications in both Lending and Insurance. Leonie and I help our clients navigate their mortgages, personal insurance, and business insurance matters without stress.
Our ability to provide completely independent advice, customised to each client, is the foundation of our business. That’s what sets us apart. We give you simple, smart, independent financial advice with no hidden ties to banks or companies.
We understand that choosing a financial planner who genuinely helps you without selling anything can be daunting. That’s why we provide a complimentary initial consultation – it allows us to familiarise ourselves with each other so you can be confident in our service.
Our core business values:
We get to know you, and ensure you know what we do and how we do it. We’ll talk about what you are trying to do, your goals and ambitions, and whether we can help you.
We’ll gather information from you including family details, income and assets and other financial information.
We’ll research the market and ensure our recommendation is the most competitive solution for you, and best suits your needs.
We’ll work with you and the lender, and do the legwork to get you pre approved.
Congratulations! This is what we live for. Now you know what you can afford and have the thumbs up from your lender for what you need, when you need it. We’ll confirm the details with you. We will also see if we can help you get protection for your home and loved ones should anything go wrong.
We’ll also be there for you during the settlement process to keep an eye on it all and let you know everything has gone smoothly. This is just the beginning of our partnership. It’s my ambition to help your financial future thrive. I’ll be in regular contact with you to check in and review any changes to your situation.
We get to know you, and ensure you know what we do and how we do it. We’ll talk about what you are trying to do and whether we can help you.
We’ll gather information from you about your situation so that we can recommend the best possible cover.
When you’re ready, we create a detailed profile to help you decide what type of protection you need.
Once we have worked out what cover you need based on your needs and budget, we’ll research the market and decide on the best insurer for you.
We help you with your insurance application and work with you on any insurer requirements.
We’ll be in touch every year to make sure your cover is still relevant through any life changes. We will also help you through any claims you may have.
We get to know you, and ensure you know what we do and how we do it. We’ll talk about what you are trying to do, your goals and ambitions, and whether we can help you.
We get to know you, and ensure you know what we do and how we do it. We’ll talk about what you are trying to do and whether we can help you.
We’ll gather information from you including family details, income and assets and other financial information.
We’ll research the market and ensure our recommendation is the most competitive solution for you, and best suits your needs.
We’ll work with you and the lender, and do the legwork to get you pre approved.
Congratulations! This is what we live for. Now you know what you can afford and have the thumbs up from your lender for what you need, when you need it. We’ll confirm the details with you. We will also see if we can help you get protection for your home and loved ones should anything go wrong.
We’ll also be there for you during the settlement process to keep an eye on it all and let you know everything has gone smoothly. This is just the beginning of our partnership. It’s my ambition to help your financial future thrive. I’ll be in regular contact with you to check in and review any changes to your situation.
We’ll gather information from you about your situation so that we can recommend the best possible cover.
When you’re ready, we create a detailed profile to help you decide what type of protection you need.
Once we have worked out what cover you need based on your needs and budget, we’ll research the market and decide on the best insurer for you.
We help you with your insurance application and work with you on any insurer requirements.
We’ll be in touch every year to make sure your cover is still relevant through any life changes. We will also help you through any claims you may have.
HARRY VAN DER MERWE
- FINANCIAL ADVISER
Hi, my name is Harry and I am a Financial Adviser with over 26 years of experience in Banking, Finance, and Insurance both in New Zealand and abroad.
I am passionate in helping my clients achieve their financial goals.
LEONIE COKER
- ADMINISTRATION AND LOANS PROCESSING MANAGER
My name is Leonie Coker and I have over 40 years of experience working in banking, with over half of these years as a lender in the business and personal market.
I intend to use this knowledge to obtain a smooth journey for your application as I understand the latest requirements of the Banks in regard to the information they need from you.
I look forward to meeting you as a client and assisting you on your journey.
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