Your Trusted Financial Advisor in New Zealand
Managing your finances can feel overwhelming. From understanding mortgages and insurance to planning for retirement, there’s a lot to consider—and making the wrong decisions can be costly. That’s where a professional financial advisor can help. At Mortgage & Insurance New Zealand, we provide guidance that’s tailored to your unique circumstances, helping you make informed choices that work for your life, not just your wallet.
Why Financial Advice Matters
Many people underestimate the value of financial advice until it’s too late. A financial advisor doesn’t just help you get the best mortgage or insurance deal—they help you understand your options, plan for long-term goals, and navigate complex financial decisions. Whether it’s budgeting for your first home, protecting your family with insurance, or planning for retirement through KiwiSaver, having expert guidance can save you time, stress, and money.
Meet Andre Stokes – Your Experienced Financial Advisor
Andre Stokes has over 25 years of experience in the finance industry. His approach is practical, down-to-earth, and focused on helping clients make decisions that fit their lives. Andre understands that every situation is different—what works for one person may not work for another.
He believes in empowering clients with knowledge, so you can understand not just the “what” but the “why” behind financial decisions. Whether you’re buying your first home, refinancing, or reviewing your insurance, Andre takes the time to explain your options clearly.
How We Can Help You
- Mortgages & Home Loans: We help you understand the full range of mortgage options, from interest rates to repayment plans, so you can choose what works best for your financial situation.
- Insurance Advice: From life insurance to income protection, we guide you through options that protect you and your family without overpaying.
- KiwiSaver Guidance: Learn how to get the most from your KiwiSaver account and plan for a comfortable retirement.
- Financial Planning Insights: Tips on budgeting, managing debt, and preparing for life events like buying a home or starting a family.
Practical Tips from a Financial Advisor
We want our clients to walk away with knowledge, not just products. Here are a few tips you can use right now:
- Know Your Budget: Understanding your monthly income and expenses is the first step in making any financial decision.
- Start Early with KiwiSaver: Even small contributions early on can have a significant impact on your retirement savings.
- Review Your Insurance Regularly: Life changes like marriage, children, or a new job can affect your insurance needs.
- Ask Questions: Don’t be afraid to ask your advisor to explain options—you’re entitled to understand what you’re signing up for.