Talking to someone who gets it really makes a difference
James Addis, Financial Adviser
James is a financial adviser who offers expert guidance to those navigating the lending landscape. Committed to client satisfaction, James specialises in solutions for first-home buyers, existing homeowners, property investors, and small to medium-sized business owners. Drawing from experience in banking and credit assessment, James delivers easy-to-understand advice tailored to each client’s unique financial objectives. His dedication and integrity ensure that every client receives the attention and expertise necessary to make well-informed decisions. After six years in Melbourne, James has returned to Hawke’s Bay, bringing with him a wealth of knowledge and a passion for helping others achieve their financial goals. Let James help you with your lending needs today.
James Addis is WYD Holdings Ltd T/A Mortgage Sure.
The types of financial advice products I can give advice on are:
Licensing Information:
My Financial Advice Provider is authorised to provide a financial advice service under a current financial advice provider licence issued by the Financial Markets Authority in the name of: NZ Financial Services Group Limited FSPR Number: 286965
Here are some of the financial institutions we work with:
James is a current member and accredited with the following institutions:
More information
I am bound by and support the duties set out in the Financial Markets Conduct Act 2013.
Generally I won’t charge you any fees for the financial advice I provide to you. This is possible because, on settlement of a loan, I usually receive commission from the lender. Any exceptions to this general position are outlined in my disclosure statement.
