Natalie has worked in the Financial Services industry for over 20 years, specialising in Accounting, Business Administration and Processes. Natalie has earned a Diploma in Accounting & Certification in Financial Advice – Residential Property Lending LV5 qualifications.
Confident in her ability to help you on your financial journey Natalie aims to help you get the best value outcome for your mortgage choices, by helping first home buyers, homeowners, and investors to plan and secure a loan or solution that suits their budget and goals.
Natalie is passionate about Family, Faith, and Finance. She enjoys helping people and spending time outside of work with her two young children and friends at Whiritoa Beach, between the Coromandel Peninsula and Tauranga.
What Clients Say
"As first-time home buyers, we had no idea where to start our journey. Our lending situation was complex, we had a few changes along the way, a shared family agreement and some tight deadlines, to meet to make it all happen. We couldn't be more thankful for Natalie in guiding us through the process.
Throughout the process Natalie was very customer focused and responsive to our needs. Her communication was thorough and we always knew exactly where we were at each step of the way. Natalie boosted our borrowing potential by knowing which lenders accepted business expense add backs to income, and which lenders had special features like an offset account to save interest ensuring a favorable outcome. She arranged a professional team of a solicitor and insurance providers, giving us peace of mind.
Natalie referred us to a trusted partner for handling the foreign exchange of our savings, securing an ideal exchange rate for our deposit. She anticipated property-related expenses and checked our suitability to any available first home buyer grants, worked with the local council for detailed information, and provided invaluable insights into property values and arranged a meeting with an adviser for KiwiSaver planning should we opt to.
Natalie negotiated a favorable mortgage interest rate and cash back. She negotiated with the lender on our behalf to waive the registered valuation fee, saving us costs. The most challenging part was managing the deed acknowledgment of debt for family contributed funds, but she coordinated effectively with our solicitor to document and consider everything correctly. Natalie's support and early intervention were crucial, ensuring a smooth settlement.
In summary, Natalie made buying our first home a reality. The complexity of our lending situation is definitely not something we would have wanted to navigate without her. Her knowledge, proactive approach, and dedication are unparalleled. Above all else what we appreciated about Natalie was her genuine care for us as people. We weren't treated as numbers and we found Natalie to be very honest and trustworthy. We highly recommend her services and certainly plan to engage her for future negotiations."
Jordan & Lorraine
How can I help?
If you've got a question you need answering, or are interested in financial advice, I’d love to hear from you!