Talking to someone who gets it really makes a difference
Stephen Holdem, Financial Adviser
After spending 25 years in the fire & general insurance industry, Stephen left the corporate world, and in 2005 he started his own company, and joined Wizard Home Loans as the licence holder for the Poverty Bay area.
Wizard Home Loans was a brand owned by General Electric; providing mortgage funding to compete directly with the main banks. When the global financial crisis hit, General Electric made the decision to stop providing mortgage funding, and subsequently closed its operations in NZ on the 24th of December 2008.
Stephen then created the brand Mortgage Sure in 2009; and by applying the knowledge and experience previously gained, he is continually helping people obtain home ownership and recommending appropriate insurance solutions.
The financial advice Stephen gives, is to provide you with best possible outcomes in achieving your financial goals in life.
“I’m not here to send applications to the bank to be declined. If I believe your application is unlikely to be approved, I will tell you what needs to be done to give you the best chance for an approval.”
Stephen Holdem is Holdem Together LTD trading as Mortgage Sure Gisborne.
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:
Steve 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.
