Experience the Advantage
Why choose to work with me?
Testimonies from satisfied clients might tell you of the true value I bring when you choose to work with me; however, what they don’t explain in greater detail is why my clients experience the success they do.
With a strong background in commercial banking and as a chartered accountant, I launched My Money in 2013, bringing a deep understanding of how financial institutions operate from the inside.
This provides clients who work with me a distinct advantage.
5 Key Advantages of Working With Me
Strategic Problem Solving:
Commitment to your overall well-being and long-term financial stability means I am solution focused rather than just facilitating a single transaction. This ingrained approach means you can rest assured your very best interests are the priority when it comes to submission time to a lender for approval. It isn’t uncommon for me to succeed with arranging finance for a client in situations where previous attempts they have made failed.
Exceptional Client Service:
The volume and consistency of 5 star reviews isn’t an accident. It comes from a dedicated commitment to service. When you chose to engage with myself and placed your trust in me, then you are more than just a number. My systematic approach ensures you know what’s happening every step of the way.
Holistic client centred approach
Instead of taking a one-size-fits-all solution, by deeply understanding your individual circumstances and tailoring my advice and solutions accordingly you experience a more personalized approach. This is crucial in complex financial matters, as it ensures that the advice is relevant, effective, and truly serves your unique needs and aspirations. This nurtures a stronger client-advisor relationship built on understanding and trust.
Extensive industry network
No need for you to spend countless hours to spend time vetting crucial service providers. You are busy enough. I have a strong network, which is built on "mutual trust and passion for our customers' best interest". This reduces friction, saves you time, and potentially mitigates risks associated with engaging unknown or unreliable third parties, making the entire property acquisition process more streamlines and less stressful. The fact that much of my work comes from referrals via my large network is a strong indicator of professional respect and confidence within the industry.
Adaptability and Forward-Thinking Use of Technology
The financial landscape is constantly evolving. I am one of only a few advisors who are constantly exploring and implementing technological solutions to navigate these changes so that I am better equipped to maintain efficiency, accuracy, and compliance. This translates through to ultimately providing you more reliable and up-to-date advice and guidance though any financial lending transaction you are seeking to complete.
For individuals or businesses seeking expert, reliable, and personalised mortgage and financial advisory services in Auckland and wider New Zealand, I am a trustworthy partner, offering you a comprehensive and supportive pathway to achieving your financial goals.
Client stories
What clients say about working with Stephen.
View more reviews on Google (opens in a new tab)Stephen helped us into our first home. Cool, calm, and collected under tight time frames and in a different city, Stephen partnered with us by finding a bank who would lend for the particular type…
A huge thank you to My Money for helping us to secure a mortgage on our first home. We weren't sure it was going to be possible on our budget and we're absolutely thrilled with the result they got…
Stephen has been great with helping us maximise our ability to put our equity to work. He has succeeded where others have failed and he is always friendly and supportive. It is great to work with Stephen and I highly recommend him.
Stephen is a fantastic broker. Stephen worked tirelessly to ensure we achieved the outcome we wanted. We recommend if you are looking for someone to make the whole process simple and ensure great rates give Stephen a call today!
I have used Stephens’ services personally and recommended him to my clients many times over the last ten years and he is always professional and able to help. He can be relied on every time to do his…
We contacted Stephen through a recommendation from my daughter and son-in-law who Stephen was organising a loan. We found Stephen to be effective and knowledgeable, he was very easy to deal with.
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More than just a loan. Advice for what comes next.
A mortgage is one part of a bigger picture. I look at the whole of it, and once the home is yours I am still the person you call.
- Access to a wide range of lenders
- Clear, practical advice
- Support from start to finish
09 377 4433 0275 408 900 stephen@mymoney.net.nz
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