About us
Talking to someone who gets it really makes a difference
The Mortgage Sure team have a wealth of experience and knowledge in managing mortgage and finance needs. Whether you’re purchasing your first home, next home, an investment property or trying to grow your business, our aim is to help you secure the finance you need to achieve your goals and objectives.
How we work with you
First chat
We will get to know you and ensure you know what we do and how we do it. Our mortgage advisers will talk to you about your goals and objectives, and whether we can help you. Where possible we would like to have this meeting face to face, however we can also connect with you via Zoom.
Lodge your application
Once we have gathered the information we need from you, completed our research and given you a recommendation, we will package your application and submit it off to the lender. During this stage we monitor your application to ensure you get an outcome as quickly as possible.
Understanding your situation
We take the time to understand and get an overview of your situation. This involves gathering information from you, including family details, income, assets and other financial information. We will usually do this at the same time as the first initial chat.
Approval moment
Congratulations! This is what we live for. Now that you have the thumbs up from the lender for what you need, we will work with you to meet any conditions, structure your lending and help you manage the loan documentation process.
Research and recommend
We will research the market and provide you with a recommendation that we think meets your needs and objectives. We will also make sure this recommendation is competitive compared to other solutions in the market.
Settlement process and being together for the long haul
We’ll also be there for you during the settlement process to make sure your loan draws down and settles smoothly. We will work closely with your lawyer, real estate agent, and any other third parties involved in the transaction to make sure everything comes together for you on settlement day.
Our team
Mark Davenport
Financial Adviser
Ben Graham
Financial Adviser
James Addis
Financial Adviser
Stephen Holdem
Financial Adviser
Complaints process
If you are not happy with the services we have provided, please let us know about it. We want to get our services right for you.
If you have a complaint about our financial advice or the service we gave you, you need to tell us about it. You can contact our internal complaints service by emailing either: bgraham@mortgagesure.co.nz, mdavenport@mortgagesure.co.nz, james@mortgagesure.co.nz or sholdem@mortgagesure.co.nz using the heading Complaint – (Your Name).
Please set out the nature of your complaint, and the resolution you are seeking. We aim to acknowledge receipt of this within 24 hours. We will then record your complaint in our complaints register and will work with you to resolve your complaint. We may want to meet with you to better understand your complaint. We aim to provide an answer to you within 7 working days of receiving your complaint.
If we cannot agree on a resolution you can refer your complaint to our external dispute resolution service. This service is independent and will cost you nothing and will assist us to resolve your complaint.
Details of this service are:
Insurance & Financial Services Ombudsman Scheme
info@ifso.nz
