A word from our event partner
Aaron Skilton NZ CEO of Liberty Group
Award winners
What to expect on the night
2024 Sponsors
Regional Brokerage of the Year
Event Partner
Award Sponsors
Official Media
Organiser
Methodology
more
Commemorative Guide
Nominations Nominations were submitted via an online portal. The awards were free to enter. Individuals and companies could nominate themselves or their peers in unlimited categories. Submissions were required to focus on mortgage professionals and their achievements over the previous 12 months.
Confirmation of Excellence Awardees Once the research was completed, Excellence Awardees were selected in each category and notified via email. Excellence Awardees were announced on the NZ Adviser website on 12 February.
Judging The Insurance Business Awards team will send completed excellence awardee submissions to an independent panel of judges, comprising insurance industry leaders and senior representatives. Judges will be well known and well respected within the industry and their judgment will be impartial, balanced, incisive and fair. Any judge with a conflict of interest in a particular category will recuse themselves from judging that category. Judges will review the excellence awardee submissions and allocate a score for each excellence awardee. The excellence awardee with the highest score in each category once the judging process has been completed will be named the winner.
Judging An independent panel of judges appointed by NZ Adviser, comprised of mortgage and finance leaders from around New Zealand, reviewed the submissions and allocated each Excellence Awardee a confidential and impartial score.
Find out more
Resimac Home Loans Best Customer Service of an Individual Office
Link Financial Group BDM of the Year (Banks, Non-Banks, Aggregators)
First Mortgage Trust New Adviser of the Year
Prospa Brokerage of the Year – 6+ Staff
Basecorp Finance Brokerage of the Year – 1-5 Staff
Pepper Money Adviser of the Year – Residential
Avanti Finance Adviser of the Year – Specialist Lending
Commercial Mortgage Adviser
Loan Administrator of the Year
Liberty takes great pride in being the official event partner for the 2024 New Zealand Mortgage Awards. It’s a pleasure to recognise excellence in the mortgage and finance sector and acknowledge those helping to deliver better outcomes for customers. Advisers showed great resilience over the recent period and have positioned themselves for more growth going forward, signalling a bright future for the New Zealand mortgage industry. Advisers are at the heart of this industry and have been central to our success at Liberty since day one. We congratulate all nominees and winners for this well-earned recognition and celebrate their outstanding achievements. On behalf of Liberty, I would like to thank Key Media for another spectacular event and the chance to shine a spotlight on the remarkable dedication and results seen within the industry.
Research The New Zealand Mortgage Awards team conducted due diligence, drawing on research and editorial insights to verify the material submitted in the nominations.
Excellence Awardees
Awards
NZFSG Adviser of the Year – Regional
Luke Jackson
Glenys Holden
Kip Hanna
Nick Goodall
Cecilia Farrow
Dev Dhingra
Colleen Dennehy
Linda Clay
Jenny Campbell
Sam Burgess
Trecia Brown
Ian Boyce
Adrienne Begbie
Eugene Bartsaikin
Thank you to our esteemed judges for lending their time and expertise to help recognise and celebrate excellence in the mortgage profession.
2024 Judging panel
Liberty offers free-thinking home loans and term deposits to provide Kiwis with greater choice. A pioneer in specialty finance, Liberty recognises borrowers overlooked by traditional lenders and is committed to financial inclusion. Since 2001, Liberty has advanced over $2 billion in home loans, to become a leading finance company. Contact details: Igor Stychinsky Chief Operating Officer Phone: 09 375 0756 Email: istychinsky@libfin.co.nz Website: www.libfin.co.nz
Avanti Finance is an award-winning non-bank lender that has helped New Zealanders achieve their financial goals for over 30 years. We offer a broad range of lending solutions through our strong introducer network, including car, personal, and business, as well as specialised and near prime home loans. Contact Details: Ian Boyce General Manager Property Phone: 021 581 153 Email: Ian.boyce@avantifinance.co.nz Website: avantifinance.co.nz
Award Sponsor
First Mortgage Trust was established over 26 years ago in Tauranga. Today, First Mortgage Trust is New Zealand’s largest non-bank lender of first mortgages. As well as offering property finance, First Mortgage Trust also has two investment funds available to investors offering consistent returns. Contact Details: Phone: 0800 321 113 Email: team@fmt.co.nz Website: fmt.co.nz/
In the ever-changing financial advice landscape, Link Financial Group is your versatile partner for success. Whether you need Mortgage Aggregation, Insurance Partnerships, Investment support, a comprehensive CRM solution or Fire & General support, we offer holistic services and support, as well as learning/mentoring services and compliance solutions. We equip advisers with the flexibility and expertise to thrive on the journey to success. Contact Details: Josh Bronkhorst CEO Phone: 0800466784 Email: admin@lfg.co.nz Website: www.lfg.co.nz
Back in 2000 we were set up to offer alternative home loan options for people getting turned down by the banks. People who could afford a loan but were getting a “no” because of their current situation (like, old credit issues or not having the right paperwork). Our flexible approach means we looking at each person’s situation on its merits and factoring in the ups and downs of real life. Pepper Money will take a real-life approach to assessing your client’s ability to make repayments and ensure we are lending responsibly. Contact Details: Phone: 0800 945 658 Email: scenariocentre@peppermoney.co.nz Website: https://adviser.peppermoney.co.nz/
Basecorp Finance is a leading non-bank mortgage lender, operating since 1997 and headquartered in Hamilton. Our core product offering is first-ranking short and long-term residential mortgages to both consumer and non-consumer clients. Basecorp originates over 90% of loans through adviser channels, and has successfully established a strong reputation of being transparent and fair. Contact Details: Craig Rolls Head of Lending Phone: +64 7 839 2999 Email: craig@basecorp.co.nz Website: www.basecorp.co.nz
Eugene Bartsaikin Managing Director, Twine Financial Advisers
Adrienne Begbie Managing Director, Prospa
Ian Boyce General Manager Property, Avanti Finance
Trecia Brown Head of Customer Outcomes, New Zealand Financial Services Group
Sam Burgess Head of Lending, First Mortgage Trust
Jenny Campbell Country Manager New Zealand, Finsure
Linda Clay Chief Executive Officer, Māori Women’s Development
Colleen Dennehy Network Sales Manager, Mike Pero Mortgages
Dev Dhingra Founder/CEO/Principle Adviser, The Fundmaster
Cecilia Farrow Consultant, Thrive Consulting
Nick Goodall Head of Research, CoreLogic NZ
Kip Hanna CEO, NZHL
Glenys Holden Chief Executive Officer, Norfolk Mortgage Trust
Luke Jackson Head of New Zealand, Resimac
A word from Key Media
EVENT PARTNER
Associate Sponsor
By the Organiser of
Winners announced Once the judging was completed, the Excellence Awardee with the highest overall score in each category was named the winner in that category. Winners were announced at an in-person event on 11 April 2024 at the Auckland War Memorial Museum and online through NZ Adviser.
THURSDAY 11 APRIL 2024 | AUCKLAND WAR MEMORIAL MUSEUM
Hosted By Leah Panapa MC, Presenter and Broadcaster
Entertainment
METHODOLOGY
JUDGING PANEL
AWARD WINNERS
SPONSORS
Musician Jarni Blair
The gorgeous and multi-talented Leah Panapa is a woman of many skills. Her infectious personality and sultry tone have seen her rise the ranks throughout her three decades in broadcasting - holding many impressive posts during this time. Leah’s exceptional broadcasting ability led her to win a whopping 10 radio awards for Best Breakfast Show. For over 10 years she was a cornerstone of The Morning Rumble breakfast show on The Rock. From there she moved to The Sound, hosting the nationwide breakfast show for over three years with Mark Richardson. Leah moved to the rarefied air that is ‘talk radio’ in 2019, initially solo host of her own show Magic Nights, then moved to the coveted afternoon slot with co-host Danny Watson. In March 2022 newly branded talk radio station Today FM was launched by Mediaworks and Leah was reunited with her friend and former The Sound co-host Mark Richardson in the afternoon show 12pm – 4pm weekdays, to unpack the important topics and laugh about the absurd. As comfortable behind the microphone as on stage, Leah is an excellent MC and host. Leah is renowned for her fantastic sense of humour, warm nature and ability to woo any crowd. She has a real affinity with engaging the audience, encompassing the perfect balance between professionalism and downright hilarity. She has a knack for reading a room - and her years of live radio experience have enabled her to effortlessly think and react on the fly. Leah has hosted a wide array of events over the years; from hospitality and charity bashes, to the NZ Law Awards and most recently the 2022 ACT Party Conference. She has also held her own in debates against the likes of comedians Jeremy Corbett and Gary McCormick, and tackled live stand-up performances on Comedy Central TV & TV3 to rave reviews.
MC, Presenter and Broadcaster
Leah Panapa
Meet Jarni Blair, a highly skilled and passionate guitarist from New Zealand with over 18 years of experience in the music industry. Jarni's love for music was inspired by his father, who has played in bands since the late 60s. At the young age of ten, Jarni began performing and continued playing in various bands throughout his school years. He transitioned to solo performance and song writing in his final year of high school, which he pursued for quite some time before returning to collaborate with other bands and artists. Jarni's music is a fusion of pop singer-songwriter, jazz, and blues, which he describes as "Geek Pop." He is heavily influenced by legends such as The Beatles, Jimi Hendrix, and Eric Clapton. He also puts his own spin on cover songs, keeping the essence of the originals while adding his own unique flavours. Jarni's successful career includes playing and writing music alongside big names such as Kings, Jason Kerrison, The Jordan Luck Band, and his single 'Higher Than The Sky' was on the NZ Music charts for a couple of weeks in 2020. Currently, he plays with one of NZ's household names, 'Summer Thieves', who have amassed a significant following over the past decade. They are currently touring and playing with L.A.B. on their Australian Tour. With plenty of opportunities on the horizon, Jarni's future in music looks promising. He continues to showcase his talent and passion for music, leaving a lasting impression on everyone who has the pleasure of experiencing his performances.
Multi-talented music maestros Mark Cunningham and Allister Meffan make for a contemporary and soulful two piece ensemble
Jarni Blair
Hosted By Leah Panap MC, Presenter and Broadcaster
MC, Presente and Broadcaster
Musician
Liberty Financial, the event partner, underscored the importance of recognising the pinnacle of industry performance by sponsoring the national Liberty Adviser of the Year category. “We extend special congratulations to both Danielle Happy and Satyan Mehra for their win in the Adviser of the Year – Specialist Lending category and Laura te Kaat for her win as Liberty Adviser of the Year,” said Liberty CEO Aaron Skilton. Campbell Smith, country head of New Zealand at event sponsor Pepper Money, said the specialist lender was “proud to be associated with the NZMA awards”. “It’s a truly fantastic event and represents a unique opportunity to recognise the best in our industry, and the very real and positive impact these advisers deliver for their customers via qualified, quality advice. Again, a well-deserved congratulations to all of the 2024 category nominees and winners from all of us at Pepper Money.” The winners and why they won Of course, it wouldn’t be the New Zealand Mortgage Awards without the winners under the limelight. Chris Poledniok, Westpac NZ national manager of retention and third party channels, said it was a huge honour to be named Lender of the Year. “This award is thanks to the passion and commitment of our exceptional business development managers, as well as numerous teams that are focused on working with our advisers to provide the right solutions for our customers and communities,” said Poledniok. “We understand the crucial role that advisers play, and how important our relationship is to push forward to create better futures for homeowners across NZ. This award is a proud moment for us and cements our commitment to grow, innovate and support great outcomes for our customers.” For Gus Evans, director at Spring Loans and winner of the Avanti Finance Commercial Finance Adviser of the Year award, the win was extra sweet after being named runner-up in the category last year. “It’s personally really satisfying as it’s the culmination of many, many hours of hard work professionally,” he said. “It’s actually a recognition of how many clients I’ve saved money, helped them grow their business, achieve business ownership dreams.” Evans said the event was a “great night to celebrate success” and to catch up with old friends and colleagues. In particular, he said it was “really special” to receive the award from “great mate” Nathan Miglani – managing director and head of lending at NZ Mortgages. “New Zealand is a small place, and it seems like a large percentage of the top-quality people share the same profession as me,” Evans said. “Our industry is one which you would think encourages a ‘lone shark’ mentality, but to be honest everyone was celebrating each other’s success, which is really encouraging.” The New Zealand mortgage community Evan’s words highlight that the NZ Mortgage Awards isn’t simply a competition but a celebration of a community built on trust. The laughter, shared stories and genuine camaraderie speak volumes about the deep connections within the industry. These are the people entrusted with New Zealanders’ financial futures, and the night served as a powerful reminder of the immense responsibility they shoulder with such dedication. “Overall, we’ve had a pretty crap few years, so it was nice for the industry to band together and celebrate our success. We need events like this as an industry,” said Jeff Royle, business owner at iLender and one of the 24 judges who adjudicated the 2024 Awards. Ben Mune, adviser at Ascend Financial Services and winner of the First Mortgage Trust New Adviser of the Year award, summed it up perfectly. “The event was a blast, with a good atmosphere and open bar,” he said. “I think our industry is full of really cool people. Everyone shares a similar mentality of working really hard, but also likes to play hard. So, no matter what event our industry runs, everyone always finds a way to have a good time, and this was no different.”
The 2024 New Zealand Mortgage Awards (NZMA) wasn't just about trophies and accolades. Beneath the elegant backdrop of the Auckland War Memorial Museum, a sense of shared purpose and quiet pride filled the air. Here, under the watchful gaze of Auckland's history, the industry celebrated the nation’s best advisers, lenders, BDMs and brokerages who make the dream of homeownership a reality for countless New Zealanders. A crowd of over 300 attended the cocktail-style event, on what is fast becoming the favourite night on the industry calendar.
The prestigious New Zealand Mortgage Awards are back once again to honour the outstanding achievements of New Zealand’s top advisers, brokerages, aggregators, lenders, BDMs and service providers
Setting the benchmark for mortgage excellence
Finsure New Zealand New Brokerage of the Year
Non-Bank Lender of the Year
Lender of the Year (Major/Non-Major Bank)
Aggregator of the Year
Innovator of the Year
Liberty Adviser of the Year
Dr. Pushpa Wood
Carmen Vicelich
Aaron Skilton
Katrina Shanks
Jeff Royle
Elyce Peters
Tony Mounce
Patrick Middleton
Keith McLaughlin
Keith McLaughlin Managing Director, Centrix
Patrick Middleton CEO, CFML Loans
Tony Mounce Director, Tony Mounce Mortgages & Insurance
Elyce Peters Director and Mobile Mortgage Adviser, The Mortgage Girls
Jeff Royle Qualified Financial Paramedic, iLender Mortgage Brokers
Katrina Shanks Industry Expert
Aaron Skilton CEO, Liberty
Carmen Vicelich Founder & Global CEO, Valocity
Dr. Pushpa Wood Director, Financial Education & Research Centre, Massey University
Established in 2011, Finsure has evolved into one of Asia Pacific’s largest aggregation groups. At the very core of our business ethos is the desire to provide the strongest value proposition to all our adviser partners. It is this principle that underpins who we are as an organisation, and why we are able to provide the maximum value to those who align with us. Contact Details: Jenny Campbell Country Manager New Zealand Phone: 0800 346 787 Email: jenny.campbell@finsure.co.nz Website: www.finsure.co.nz
Prospa Group Limited (ASX: PGL) is a leading fintech with a commitment to unleash the potential of small business in Australia and New Zealand. We do this through an innovative approach to developing simple, stress free and seamless financial management products and services. Since 2012, we have provided more than $3 billion of funding to support the growth and operations of thousands of small businesses. We also work with more than 12,000 trusted brokers, accountants, and aggregator partners, to deliver flexible funding solutions to their clients. At Prospa, we’re serious about our impact on our people, communities, and the planet. Our core company value of One Team is backed by our recognition as a Great Place To Work in Australia and a WORK180 Endorsed Employer for Women. For more information about Prospa, visit prospa.co.nz. Contact Details: Phone: 0800 005 834 Email: partners@prospa.co.nz
As a residential property lending specialist, Resimac has been blazing a trail for alternative lending since 2012. Our flexible loan products, pragmatic assessment and personalised approach enable us to deliver unique, mortgage-based solutions that meet the real-world needs of customers. We lead by example in showing borrowers there’s a better way, and we’re proud to have led the growing acceptance of alternative lending solutions in New Zealand Contact Details: Phone: 0800 38 48 58 Email: scenarios@resimac.co.nz Website: www.resimac.co.nz
Eugene Bartsaikin Managing Director Twine Financial Advisers
New Zealand Financial Services Group (NZFSG) is the leading financial services provider in New Zealand, dedicated to empowering 1,150 advisers with a choice of services to help them excel in insurance, residential, commercial and asset finance. With a focus on innovation and excellence, NZFSG is committed to helping New Zealanders secure their financial futures. Contact Details: Phone: (0508) 87 87 88 Email: info@nzfsg.co.nz Website: www.nzfsg.co.nz
Lyn McMorran
Lyn McMorran Executive Director, Financial Services Federation (FSF)
This award recognises an HR leader who has demonstrated excellence at the executive level over the past 12 months. Eligible finalists were senior-level leaders who report to the CEO and manage an HR team. Finalists were judged on their leadership, communication, strategy, drive and results.
Award sponsor
Back in 2000 we were set up to offer alternative home loan options for people getting turned down by the banks. People who could afford a loan but were getting a “no” because of their current situation (like, old credit issues or not having the right paperwork). Our flexible approach means we looking at each person’s situation on its merits and factoring in the ups and downs of real life. Pepper Money will take a real-life approach to assessing your client’s ability to make repayments and ensure we are lending responsibly. Contact details: Phone: 0800 945 658 Email: scenariocentre@peppermoney.co.nz Website: https://adviser.peppermoney.co.nz/
BACK
Angela Downie Platinum Mortgages New Zealand
Cameron Marcroft Loan Market Central
Eugene Bartsaikin Twine Financial Advisers
Jaz Bedi The Mortage & Loan Guru
Jessica Pronk The Mortgage Supply Co - Titirangi
Karen Renwick Mortgage Link Albany
Nathan Miglani NZ Mortgages
Zebunisso Alimova Mike Pero Mortgages (Wellington/Kapiti)
Angela Downie, Platinum Mortgages Cameron Muggeridge, Loan Market Central David Windler, The Mortgage Supply Co Ella McLean, Opes Mortgage Jaz Bedi, The Mortgage & Loan Guru
“Avanti Finance is pleased to support the award for Adviser of the Year – Specialist Lending. This area has become increasingly popular, and we’re pleased to be able to recognise Advisers that have excelled in this market during 2022.”
MICHAEL HARRISON, HEAD OF PROPERTY SALES, AVANTI FINANCE
“As champions of small business, Mike Pero recognises the hard work and dedication required of advisers to deliver outstanding service to their customers. This award is well-deserved recognition for their commitment to customer outcomes, business growth and success.”
Rob Klenner, GM, Mike Pero Mortgages
Khushpreet Sidhu, KP Sidhu Enterprises
View profile
The Mortgage Girls
Laura Te Kaat
WINNER
This award recognises the best adviser in a residential business. Advisers may nominate themselves, and the awards team also considers input from aggregators and brokerages. Extra weight is placed on nominations that come from those in a position to assess an adviser’s performance objectively. The award is based on their performance over the 12 months from October 2022 to October 2023.
Charles Di Fiore, Green Infrastructure Partners Inc.
Laura Ke Kaat
Tapere-Ariki Mere Hewett, Hewett & Co Mortgages (Hewett Mortgages)
Ashlee Wiblin, The Home Loan Collective Brendan McPherson Brits, Loan Market Coast to Coast Jordan Cameron, Total Mortgages Mandy Jordan, The Mortgage Supply Co Sandeep Maisuriya, Zest Brokers Shaihnaz Kaur, Kaur Mortgages & Services Zebunisso Alimova, Mike Pero Mortgages – Team Alimova
New Zealand Financial Services Group (NZFSG) is the leading financial services provider in New Zealand, dedicated to empowering 1,150 advisers with a choice of services to help them excel in insurance, residential, commercial and asset finance. With a focus on innovation and excellence, NZFSG is committed to helping New Zealanders secure their financial futures. Contact details: Phone: (0508) 87 87 88 Email: info@nzfsg.co.nz Website: www.nzfsg.co.nz
My Mortgage
Claire Williamson
This award recognises the best mortgage adviser based in and deriving the majority of their income from a regional area (outside of major cities). It is based on their performance over the 12 months from October 2022 to October 2023. Advisers may nominate themselves, and the NZMA team also considers input from banks and brokerages. Extra weight is placed on nominations that come from those in a position to assess an adviser’s performance objectively.
This award recognises the best mortgage adviser based in and deriving the majority of their income from a regional area (outside of major cities). It is based on their performance over the past 12 months – October 2022 to October 2023. Advisers may nominate themselves and the NZMA team will also consider input from banks and brokerages. Extra weight will be placed on nominations that come from those in a position to assess an adviser’s performance objectively.
Ivy Liang, Mike Pero Mortgages
Avanti Finance is an award-winning non-bank lender that has helped New Zealanders achieve their financial goals for over 30 years. We offer a broad range of lending solutions through our strong introducer network, including car, personal, and business, as well as specialised and near prime home loans. Contact details: Ian Boyce General Manager Property Phone: 021 581 153 Email: Ian.boyce@avantifinance.co.nz Website: www.avantifinance.co.nz
First Rate Mortgages
Danielle Happy
This award recognises the best adviser who provides specialist lending as part of their overall offering. It is based on their performance over the 12 months from October 2022 to October 2023. Advisers may nominate themselves, and the awards team also considers input from specialist lenders. Considerable weight is placed on nominations from those in a position to assess an adviser’s performance objectively. Nominees are invited to provide supporting documentation for submission to the awards judging panel.
iConsult
Satyan Mehra
&
Satyan Mehr
Jeffrey Royle, iLender FS
Peter Norris, Opes Mortgages
Amar Prakash, ZeeVee Financial Services Dylan Thomas, Sixtus
Gus Evans
Spring Loans
This award is based on volume of submissions supported, attention to detail, knowledge of products, bank systems and loan processes, as well as customer service capabilities. The adviser's performance over the 12 months from October 2022 to October 2023 was assessed.
Helen Peti, Livingstone Advisers Lara Espeleta, NZ Mortgages Neil Carrie, The Mortgage Supply Co Varsha Ganda, Loan Market South William Kirk, A.W Consulting
The Home Loan Collective
Leigh Bradley
This award recognises the loan administrator who has most effectively supported the adviser or business for which they work. It is based on their performance over the 12 months from October 2022 to October 2023.
This award recognises the loan administrator who has most effectively supported the adviser or business for which they work. It is based on their performance over the 12 months from October 2022–October 2023.
Ankur Bajaj, Reliable Mortgages
First Mortgage Trust was established over 26 years ago in Tauranga. Today, First Mortgage Trust is New Zealand’s largest non-bank lender of first mortgages. As well as offering property finance, First Mortgage Trust also has two investment funds available to investors offering consistent returns. Contact details: Phone: 0800 321 113 Email: team@fmt.co.nz Website: www.fmt.co.nz
The New Adviser award recognises tomorrow’s leader – the professional who will play an integral role in the development of broking in the years ahead. The new adviser will be entrepreneurial, highlight unique thought leadership, show success in their current business/role, and reveal how they have already made a difference to the broking profession within their past five years of full-time operation (joining the industry on or after October 2019).
Ascend Financial Services
Ben Mune
Ashley Mitchell, Spring Loans
Dimuthu Liyanage, Taprobane Finance Fiona de Barre, NZ Mortgage Advice Jules (Julie-Anne) Keillor, Mortgage Link Christchurch Matthieu Olo-Whaanga, Float Mortgages
Sarah Hood, Guardian Smith
Ashlene Prasad, Resimac Ben Jamieson, Resimac Helen Mulligan, Avanti Finance Luke Roberts, Bluestone Home Loans Marcus Merrilees, BNZ Mike Kinley, Bluestone Home Loans Nicky Skinner, Westpac Tania Ropati, Westpac
In the ever-changing financial advice landscape, Link Financial Group is your versatile partner for success. Whether you need Mortgage Aggregation, Insurance Partnerships, Investment support, a comprehensive CRM solution or Fire & General support, we offer holistic services and support, as well as learning/mentoring services and compliance solutions. We equip advisers with the flexibility and expertise to thrive on the journey to success. Contact details: Josh Bronkhorst CEO Phone: 0800466784 Email: admin@lfg.co.nz Website: www.lfg.co.nz
Link Financial Group BDM of the Year (Banks, Non Banks, Aggregators)
Kiwi Adviser Network
Warwick Slow
This award recognises the best BDM. BDMs can nominate themselves, and the NZMA team also reviews nominations from aggregation groups. Considerable weight is placed on nominations that come directly from the broking community.
Paul Bendall
Platinum Mortgages New Zealand
Sanjeev Jangra - Loan Market
Taprobane Finance
Taylored Mortgages
Total Mortgages
iConsult Loan Market Central Mike Pero Mortgages - Nelson & Tasman Mike Pero Mortgages - Wanaka, Queenstown & Southland Platinum Mortgages Twine Financial Advisers
Customer service is an incredibly important measure of any brokerage operation’s long-term sustainability and success. This award recognises the brokerage office or branch that displayed excellence in maintaining consistent and sustainable customer service standards over the 12 months from October 2022 to October 2023.
Basecorp Finance Brokerage of the Year – 1-5 staff
A.W Consulting Buddy Mortgages Taprobane Finance The Mortgage & Loan Guru
“On behalf of Bluestone and our white label partner Select, I am extremely proud to once again be the official event partner for the 2023 New Zealand Mortgage Awards. Recognising and celebrating outstanding achievement in our industry is always important, but perhaps even more so in the current climate. To all the winners and nominees, I congratulate you for this well-earned recognition and thank you for your contribution to our industry.”
Sue Griffiths, Head of Sales, Bluestone New Zealand
This award recognises the best brokerage operation with 1–5 staff (or full-time equivalents). The number of staff includes all loan writers and support staff across all company offices/branches. Nominations are required to include client feedback, community-based work or aggregator/lender testimonials. The award is based on the brokerage's performance over the 12 months from October 2022 to October 2023.
Pronghorn Controls
Shore Financial
Smith School of Business, Queen's University
Loan Market Central Opes Mortgage
Prospa Brokerage of the Year – 6+ staff
Plaxo Mortgages
This award recognises the best brokerage operation with 6+ staff (or full-time equivalents). The number of staff includes all loan writers and support staff across all company offices/branches. Nominations are required to include client feedback, community-based work or aggregator/lender testimonials.
Priority Home Loans
EverBright Finance
This award recognises the best brokerage operation based in a regional area (outside of major capital cities). It is based on performance over the 12 months from October 2022 to October 2023. Nominees are invited to provide extra submissions for the judging panel, such as client feedback, community-based work or aggregator/lender testimonials.
Mike Pero Mortgages - Wanaka, Queenstown, & Southland
Ascend Financial Services Jamie & Co. Kaur Mortgages & Services Loan Market - Toni Dawson Reliable Mortgages
Tella
This award recognises the best brokerage office or branch that has been in operation for less than two years. Advisers may nominate their own businesses, and our researchers also contact aggregator groups and major franchises to submit details of their standout performers. The award is based on performance over the 12 months from October 2022 to October 2023.
Kiwi Adviser Network/Trail NZ Mortgages
This award highlights the brokerage or aggregator that has developed and capitalised on innovation, whether it’s related to product, service, business development processes, technology, staff/client management or any other relevant area. It is based on performance over the 12 months from October 2022 to October 2023.
Tella (New Zealand)
Link Financial Group
This award is open to aggregators of all sizes with offices in New Zealand (excluding sub-aggregators). It is based on performance over the 12 months from October 2022 to October 2023. Aggregators are the most important link between advisers and lenders. This award recognises the best aggregator.
New Zealand Financial Services Group (NZFSG)
ANZ
Westpac Aotearoa
This award recognises the best bank in the mortgage industry based on performance over the 12 months from October 2022 to October 2023. Lenders are invited to provide both quantitative and qualitative evidence to support their nomination.
Bluestone Home Loans First Mortgage Trust Liberty Resimac Zagga
Avanti Finance
This award recognises the best non-bank lender in the mortgage industry based on performance over the 12 months from October 2022 to October 2023. Lenders will be invited to provide both quantitative and qualitative evidence to support their nomination.
The national category is not open for nominations. As this award recognises the most outstanding adviser in New Zealand, the Excellence Awardees in this category comprise the winners of the below individual adviser categories which are announced on the awards night: • Commercial Mortgage Adviser • Adviser of the Year – Residential • Adviser of the Year – Specialist Lending • Adviser of the Year – Regional
The National Category is not open for nominations. As this award recognises the most outstanding adviser in New Zealand, the excellence awardees in this category will comprise the winners of the below individual adviser categories which will be announced on the awards night: • Commercial Mortgage Adviser • Adviser of the Year – Residential • Adviser of the Year – Specialist Lending • Adviser of the Year – Regional
Liberty offers free-thinking home loans and term deposits to provide Kiwis with greater choice. A pioneer in specialty finance, Liberty recognises borrowers overlooked by traditional lenders and is committed to financial inclusion. Since 2001, Liberty has advanced over $2 billion in home loans, to become a leading finance company. Contact Details: Igor Stychinsky Chief Operating Officer Phone: 09 375 0756 Email: istychinsky@libfin.co.nz Website: www.libfin.co.nz
Claire Williamson, My Mortgage Danielle Happy, First Rate Mortgages Gus Evans, Spring Loans Satyan Mehra, iConsult
Laure Te Kaat
