Protecting Whats Important to You
Sustainable Mortgage and Insurance Brokers is owned and run by Farida and Jason Davis. We strive to help people protect whats important to them through Insurance, reach their financial goals early with well structured home loans and plan for retirement with KiwiSaver. We are proud to be able to offer you these services free of charge allowing you to compare products and make sure anything we recommend is the right fit for you.
Sustainable is a member of the Newpark Financial Services Group with over 250 Mortgage & Insurance Brokers New Zealand wide. This gives us access to the best deals on the the best products for our clients as well as a strong ability to negotiate on your behalf at claim time.
We offer all new clients the opportunity for one of us to come and meet with you and go through a free financial wellness review together. We look at your Mortgage, Insurances Personal and Business, ACC Cover if your Self Employed and your KiwiSaver. We will look to make sure that you are getting the best interest rate for your mortgage and it is structured to pay it off as quickly as possible. For your Insurances we look to make sure you are covered come claim time and are receiving the best value for money. With ACC we make sure you are not paying more than you need to and that your cover is agreed with ACC so that you have no issues getting paid when you need it. Finally for KiwiSaver we look to make sure you are paying the right PIR tax rate, Maximising the government contributions and explain the different fund types available and what could be suitable depending on your risk profile and stage of life.
We are centrally located on the amazing Hauraki Plains meaning we are only an hour from Auckland, 45 Minutes from Hamilton and an hour from Tauranga so we are happy to travel and meet with you in person either at your business or home whichever suits you best. If you live further afield we can still help you out with the benefit of the internet.
To speak to us today call the office on 07-280-0502 or fill the contact form and we will be in touch asap.