For Kiwis to thrive and be competitive they must leverage scale, improve productivity and evolve and dream big as a nation. The lifeblood of the New Zealand economy are Small and Medium businesses. Harry has carved out a career in supporting SME growth in New Zealand. He thrives on ambitious goals, hard work and supporting others to realise their potential.

A successful business entrepreneur. Chris is head of strategic relationships at Vega and is responsible for managing an extensive network of partners. Due to his extensive background Chris is sought after for his pragmatic business advice and assists clients with business growth strategies, capital raising and liquidity events. Chris also sits on a number of private company boards and is focused on helping business owners achieve their goals.

Mike Allen is an experienced financial services professional with a deep knowledge of the insurance and lending sectors. Mike understands the changing regulatory framework as it relates to financial advice and the resulting compliance requirements. An excellent people leader and public speaker, Mike brings energy, collaboration skills, and the ability to deliver results to his role.

Having worked in the insurance industry for 12 years in various different roles, Tracy is an expert at juggling all of the moving parts of a financial services business. Tracy has worked with some of the industry’s top insurance advisers and also as an insurance adviser herself. With her extensive industry knowledge Tracy is the go to person for advisers and clients alike.

With her extensive industry experience, Sam is the go-to person for our Vega advisers and strategic partners, supporting them in finding the best outcomes and ensuring we all do better business together. Prior to her role as Head Growth & Activation, Sam started Vega as a Financial Adviser and it’s this knowledge along with her collaborative and transparent approach that helps our team to grow and succeed.

Alexandra’s role is to manage marketing activities for Vega. She is responsible for implementing marketing projects, internal and external marketing initiatives. A key focus of her role is assisting with advisers activities as well as supporting them with innovative and leading marketing tools and branded collateral to delivering exceptional results for their clients. She specialises in producing engaging, creative, and effective content, driving from concept to distribution.

I’m the JP of all trades, at Vega! I’m responsible for the overall well-being of our company's operations, which includes oversight of Financial Information and Budgets, Ensuring that the day-to-day operations of our business runs smoothly. I also ensure our project milestones and key initiative milestones are met and I oversee the supervision of employees payroll and commission. Additionally, I ensure that all aspects of the efficient running of our business is met.

Kevin recruits and onboards exceptional talent into the Vega group - responsible for sourcing, attracting, interviewing, hiring, and onboarding new advisers. He focuses on Vega’s long-term strategy and aligns our recruitment to ensure our adviser workforce meets our demand. Kevin also assists with special projects where the business is eager to investigate future growth opportunities. Kevin’s worked in the Financial Services Industry for over 30 years as a Financial Adviser. His straightforward and knowledgeable approach has enabled his clients to achieve their goals and ambitions. You will find Kevin enjoying the lavish lifestyle Tauranga offers with his wife & four children outside of work.

A vastly experienced personal, business and commercial lender with 9 years lending experience. Dylan has funded a wide variety of projects wide-ranging mortgages to asset and equipment finance and multinational funding. Dylan’ passion is to help Kiwi’s succeed by helping them fund their dreams, whether it’s buying a first home, an investment property our funding the start of their business.

Brenda is an experienced mortgage adviser, who has worked in the industry for 20 years. Brenda started her working life at BNZ where she spent 10 years before moving to be a mortgage advisor looking after her own client base. Brenda is known in NZ as a top mortgage adviser and has been on the NZ Top Advisers list for a number of years now. Brenda is based in Christchurch, and is originally from Auckland. She helps people from all around the country, including first home buyers, those seeking investment loans, refinancing or building and people just needing a fresh start. Residential investment property is her big thing, having had great success helping investors grow their portfolio. As a successful property investor herself, she’s only focused on getting the very best outcomes for all her customers. Brenda has a husband and two young children, and you’ll find them at the ski fields in the winter and at beaches during the summer!

Alexander has worked in the financial services industry for the past 7 years. He is the consummate professional and passionate about delivering unparalleled customer outcomes for his clientele. As a property owner himself, he understands how important good advice and service is for his clients, whether it is their first home or fifth investment property. Alexander is fluent in English and French, Alex is based in Auckland and uses technology which enables him to work from anywhere in New Zealand.

Shaan specialises in taking the pain and frustration out of getting a mortgage. Whanganui born and raised, Shaan has great pride in his community and loves to see people winning in life and home ownership. As a financial advisor Shaan seeks to understand the needs of his clients and what truly drives them, ensuring their financial plan is tailored to achieve their goals. He places a huge importance on making the application process as easy and transparent as possible. Shaan’s mission is to support his clients to live their best lives through securing their financial future. Outside of the office, you will find Shaan playing football for his childhood club, at the gym, or spending time with family and friends. Whether you are starting your property journey or growing your portfolio, Shaan is committed to helping you enjoy life and achieve your property goals.

Having spent the past 19 years working for two of New Zealand’s major banks, Nathan brings a wealth of knowledge and experience, specialising in helping clients achieve their home ownerships goals. Nathan is committed to ensuring the process of purchasing a home or investment property is as seamless as possible. Outside of work, you will find him spending time with his Wife and three kids and if there’s any time left, he loves to hit the golf course with mates.

Natalie’s passion is to find financing solutions for her clients to achieve financial freedom through astute property investment. Her dedication to relationship building and excellent customer service has been honed over more than three decades’ experience in the banking industry. Having been in the financial industry for over 30 years, she has a broad and extensive amount of knowledge and experience including home loans and business/commercial lending. Natalie’s primary focus is client interactions and supporting and guiding clients through all stages of life to help them realise their financial dreams.

Jacob has significant financial services experience having recently held roles as business manager and commercial business manager - senior associate. Jacobs background prior to financial services was hospitality were he developed impeccable customer service skills. You’ll find Jacob to be extremely approachable, knowledgeable and a superb communicator. Jacob is based in Auckland and uses technology which enables him to work from anywhere in New Zealand.

With over 25 years at the front-line in the finance industry, Susie has the skills and experience to help clients achieve their home ownership or investment goals. Her passion is to help people build wealth through property ownership and investment. From high profile customers to first home buyers, she will work with you to understand your financial needs, then help you source the best home loan to suit your needs from the largest panel of lenders in New Zealand. "I'm here to help my clients reach the best possible outcome!" Outside of her financial advisory role, Susie is also a residential property investor with suburban and apartment investments. Mum to 3 active kids who keep her busy with their sporting and after school activities.

Alex is knowledgeable in all areas of lending from mortgages to commercial & business loans and is ready to help you get started on your lending journey today. Being passionate about helping clients set and achieve financial goals is the reason why Alex is there to help you. Alex takes pride in taking the time to adequately explain the lending process to all of his clients.

Stuart has been in the Financial Services Industry for many years, specialising in residential lending. He prides himself on having strong communication skills and is dedicated to finding the best fit for every individual. Never mind whether it’s your first purchase or your seventh, Stuart can help you navigate your way through the mortgage process in a quick and painless way. Based in Tauranga, Stuart can help his clients through out New Zealand and International using the latest technology. When he is not helping his clients achieve their future property goals and dreams, he can be found at the golf course with his son or exploring the lakes and beaches in the beautiful Bay of Plenty with his family.

Brett has over 30 years experience in the financial services industry in roles ranging from residential mortgages to large scale commercial projects across NZ and Australia. Over the past 7 years as a mortgage adviser, he gets greatest pleasure from assisting mums and dads and NZ families realise their dreams of property ownership and facilitating financial prosperity as a result of advice and direction that he is able to provide them.

Gareth is a residential mortgage specialist who loves helping clients buy houses, especially their first home. With a background in financial analysis he can quickly work through scenarios to identify solutions and make sure clients get the best value from their lending. Gareth is based in Queenstown where you will find him trail running in the mountains in his free time.

Steve has 13 years banking experience. The last 8 years he specialised in Business Banking, where he looked after 180 Business customer in the Whangarei area. Helping customers grow their businesses and expanding the investment portfolios. He has a can-do attitude and enjoys looking outside the square to help customers with their lending needs. Overall, Steve gets a buzz from helping customers and making their dreams come true.

David joins the Vega Team as a Financial Advisor based in Auckland and covering the Bay of Plenty, working hard and smart to establish long lasting relationships for our clients. His business career has been broad across different industries, providing him the scope to tackle, solve and support individual, commercial and development client dreams and goals. Outside of helping clients, David is passionate about his family, loyal to his friends and enjoys sport.

"Nelmare, (aka) Nel, is a vastly experienced mortgage adviser, who has worked in the financial services industry for 20+ years. Nel started her working life at BNZ where she spent 25 years before recently moving to become a mortgage adviser. Nel is based in the beautiful North Shore, however is able to help, guide and support her clients from all around the country, including first home buyers, those seeking investment loans, refinancing or building or people just needing a fresh start. Nel, enjoys mortgage advising across a vast array of finance requirements, including but not limited to residential investment property finance, housing under construction finance, home lending refinance etc. If you would like to chat about your lending requirements please call Nel, who would be more than happy to shout you a coffee and a chat."

Sharon wants all her clients to be in a better financial position. " I love crunching numbers to ensure the best outcome for the client. I’ve spent many years in banking and finance roles and just as many in the rural sector, and 6 years running our own business, an additional 4 years as an independent Mortgage adviser, so I know how to call a spade a spade if you need a financial transformation I will gladly take the challenge".

Ruan is our passionate residential housing and investment lending specialist. An experienced Retail/Business Banking Lender with a real heart for helping people fulfil their dreams through property. Advice is tailored and specific to Mortgages anywhere in New Zealand, focusing on strong relationships and partnerships between clients and lenders; First Homes, Investment and Construction loans at the best rates available. You can phone him from wherever you are to get the ball rolling or arrange face to face appointments in the Auckland and Tauranga region.

Scott has a wealth of experience having worked in the financial services industry for the past 9 years’ where he has held senior business banking and leadership roles. Scott’s passion is people, he gets a buzz out of working with you to help you reach your desired outcomes. He is very approachable, knowledgeable and professional, and is your go-to for anything property or business related. Scott is based in Wellington and uses technology which enables him to work from anywhere in New Zealand.

Evan decided to transition to Financial advice after 16 years in the Royal New Zealand Navy and reaching the rank of Lieutenant Commander. Being responsible for significant operational budgets within the Navy, he was often relied upon to offer advice to friends/colleagues within the Defence Force, so decided to ‘jump ship’ and make a career out of it. Evan knows too well how difficult it is to get onto the property ladder, and he loves nothing more than helping people to achieve that goal. He works tirelessly on your behalf to achieve the best possible solution to suit your requirements.

Hannah has a background in Financial Management and a bachelor’s degree in Finance and Economics from AUT University. She has a genuine rapport with her clients and strives to assist them in structuring the right financial package to achieve their dreams. Whether it’s about owning a home in New Zealand or expanding a portfolio with investment properties, she’s passionate about facilitating great outcomes for clients at what is a pivotal time in their lives.

Tim has spent the past 20 years trading financial markets across multiple asset classes and jurisdictions. His extensive experience in trading interest rate derivatives enables him to provide a very informative yet collaborative approach to the interest rate cycle. Tim has great business acumen and prides himself on delivering excellent outcomes for his clients. In his spare time, you will find him Fishing and Diving with his wife and three kids.

Jiji has been in financial services for over 8 years specialising in residential lending, insurance and KiwiSaver. Jiji takes care of the process from A to Z not only guiding her clients through their first home purchase but their next homes, build an investment property portfolio, realise their ultimate financial goals and ensure they’re protecting what matters most. Customer satisfaction is at the heart of what Jiji does, communicating well and keeping the process simple and enjoyable. By always having her clients’ best interest at heart, Jiji builds long term relationships and enjoys seeing their families and wealth grow year after year.

Danny Blackman has over 30 years’ experience in financial services, working at banks both here in NZ and also the UK. A well-seasoned allrounder who has covered a multitude of roles, Danny can offer his clients home lending & personal risk solutions for Danny one of the most important aspects to his role is to make sure that he looks after their current & Future goals for Danny it’s about forming a long term relationship. He loves his job, There aren’t many jobs where you can make life changing differences to peoples on a daily basis, I pride myself on offering my clients a seamless & transparent experience and go on the journey with them and to see them thrive. Danny is based in the beautiful Hawkes Bay where he enjoys spending time with his family, Dabbling in a little Art and socialising with his amazing friends.

Gennavieve Fleming has a strong banking background having worked in both residential and business lending for over 12 years, changing to Mortgage Advising in 2020 let her work with multiple lenders to find options for her clients with their best interests in mind, looking outside of traditional bank lending when needed. She is passionate about helping people achieve their home ownership or investment goals and thrives on the challenge of helping first home buyers into home ownership. Gennavieve is based in Palmerston North. Outside of her financial advisory role Gennavieve is also a property developer and investor herself as well as running an agricultural farming business with her husband, bringing an in depth understanding and ability to negotiate the different lending rules that apply to both investing and business owners to benefit her clients and enable her to work towards a range of lending solutions for them.

Mitchell has been working in the financial industry for 5 years, mainly working at BNZ in a range of roles, covering home, business and agricultural lending. Mitchell brings this experience as a Register Financial Adviser to help clients obtain the best results and achieve their goals. Based in Hamilton, he makes the process feel like he is on the journey with you, from the initial call to settlement and moving in. He prides himself on always keeping clients up to date and going the extra mile for you. Outside of work, his life revolves around spending time with his partner and pets, as well as playing hockey, golf or running.

Daniel has over 25 years of experience trading financial markets - specifically interest rate derivatives which gives him insight and knowledge on interest rate cycles and the factors that influence interest rate shifts. This combined with Daniels honest and consultative approach helps clients feel more comfortable with the various options and outcomes that come with obtaining a mortgage. His ambition is to make everyone’s property ownership experience a transparent, seamless and positive one. In his spare time, you’ll find Daniel fishing or golfing, or out coaching his kids cricket and football.

Thomas is a professional banker with over 3 decades of solid banking experience specializing in Risk & Compliance, Lending and Customer Services. He firmly believes in doing the things right first time, every time by understanding the needs and aspirations of clients, making the application process simple and transparent, and advising the products and services best suited to the client so that they could make an informed decision in their journey of achieving their financial goals. Whether you are looking for your first home or Investment Property he will be with you in every step of your journey, and you can bank on his trusted advice and guidance. He is passionate about imparting financial knowledge and creating awareness about financial products and services. Beyond mortgage advising and the financial world, Thomas loves to spend time with his family and socializing with friends.

Gavin started as mortgage adviser in 2004 and has a wealth of experience in the Financial Services industry. He has worked with hundreds of clients in Waikato and beyond and he sees it as a privilege to be part of their financial journey. “I see every clients’ situation as being unique and personal to them. Every client is different and I will tailor their mortgage to suit their own needs. I believe every person should get the same level of quality service, whether they are doing a $20,000 loan or a $2,000,000 loan.” When not working, Gavin enjoys spending time with his wife and five children.

Kendall is driven to find the best lending solution for those wishing to purchase or build their first home, upgrade or downsize, expand their investment portfolio, and manage debt. He started as a Mortgage Adviser at the beginning of 2018, shortly after graduating from the University of Waikato with a Bachelor of Management Studies (First Class Honours in Finance and Strategic Management). Kendall is based in Hamilton and has helped clients succeed all over New Zealand. He operates with care and a client-centric approach, and loves to assist his clients to achieve their goals. Outside of work, you will find him spending time with his loved-ones, or playing one of the many sports he enjoys.

Lorraine considers it a privilege to work with clients, building a mutual relationship. With over 17 years experience in banking/home lending, she has learnt the value of trust, empathy and support when it comes to making life changing decisions. Lorraine is based in Hamilton, but with assistance of zoom can assist clients to buy anywhere in NZ

Eshan has been in the Financial industry for over 5 years, He was employed with One of NZ's leading banks as a Business Manager & Home Lending specialist. He takes pride in excellent customer service and catering tailor made mortgage solutions. When not working he enjoys being on the road around Aotearoa with his young family or owning a few DIY garden projects around his property.

Ben has joined the Vega team after running his own Mortgage company for the past 6 years. He has a passion for people and finding the right financial solution to optimise wealth generation through property and helping clients achieve their goals. Ben has a genuine passion for all things property having completed a significant property development himself. Outside of work Ben enjoys family time and anything to do with sport.

Kimberly joins the Vega team as a Financial Adviser based in Tauranga. She has a strong focus on client relationships and strives to get the best outcomes for them. Numbers have always been her forte and after trying a few different career paths, she found just the right fit in the finance industry. She loves working with others, sharing ideas and knowledge to get the best results for her clients. Outside of work, Kimberly loves spending time with her husband and children on the lake, at the beach or on bush walks.

Deon Johnston has been a very successful Business Consultant over the last 7 years helping business Owners achieve the Goals of Time Money & Freedom. Deon has a hands on approach to help people achieve their goals with an eye for detail and has a passion for data and how it can be used to illustrate current and future state. Deon now brings that passion and drive to succeed to the Finance Sector. Partnering with Deon for your Property goals will ensure a hands on guiding approach to help you succeed. I will leave no stone unturned / no opportunity unexplored to help you achieve your property goals, whether it be your first home or developing a property portfolio as your retirement plan I will be with you every step of the way.

As a registered financial adviser, Toby is a good listener, easy to approach and relatable to most. Toby can source funding for your situation and has a wide range of professional networks and specialists to access for the best customer outcomes. Toby has been working in the finance industry since 2001 and has a Bachelor of Management Studies degree from University of Waikato majoring in finance and economics. Toby has worked with customers on home loans, small business and commercial banking requirements throughout the country. Outside of work Toby has a keen interest in financial markets, looks to get out on the golf course and spends quality family time on the beach.

Kourtney Shore is a registered Financial Adviser based in Gisborne. Kourtney has a passion for helping people and enjoys the journey you go through to assist clients into their first home or investment property. She works hard to get the best outcome and provides her clients with friendly, reliable help. Outside of work, Kourtney enjoys anything outdoors and spending time with friends and family.

Shelley Mullooly has been a Mortgage Adviser for two years and provides uncomplicated mortgage advice that everyone from a first home buyer to experienced investors can understand. Shelley works for her clients and assists them to realise their dreams. She understands that the home lending process can be daunting and will help you avoid the pitfalls many faces when looking for their first home or buying multiple investment properties.

Jonathan is a passionate financial advisor who thrives in creating solutions for future planning, wealth building through property and provides quick lending options for clients that get results. Jonathan previously served as a Detective in the New Zealand Police as a specialist in the Financial Crime Group as well as Auckland’s lead technology coordinator. When he isn’t helping or meeting with clients, Jonathan enjoys staying fit to keep up with his young family in the sunny Bay of Plenty.

Mark has been in the finance industry since 2002, having worked for two major New Zealand Banks for eleven years, with the last eight years Mark applying his knowledge in the advisory space. Mark’s knowledge in the lending space covers first home loan buyers, Investment property purchases, commercial and business lending plus construction lending. Mark lives in Wellington with his wife Tracey and their three boys. When Mark is not helping Kiwis with their lending needs, you will find Mark hunting or fishing, or passionately watching Liverpool Football club.

Since starting his working career, Phill has always been passionate about helping people, originally a qualified chef, When he entered the financial industry, Phill was able to move to working more personally with clients and their needs, assisting people. "Achieving clinets goals has been rewarding for me, and I have been helping first home owners get into the best possible position to enter the market." Being involved with Fire and Emergency New Zealand as a volunteer for over 14 years, I enjoy working with the community. Being a father, I value family and developing a quality environment for families to grow in.

Stuart has been working in the Financial industry for 20 years and specialises as a Mortgage & Wealth Adviser. He loves being able to help his clients grow and achieve financial freedom through their financial life. As your dedicated Adviser you will have a financial expert in your back pocket to help you through every major financial event. Working with Stuart you will benefit from his experience, knowledge & skill gained while working as at the major NZ banks & from running his own Financial Advice Firm. He will make your journey easy and take on the banks for you to ensure you get the deal that is right for you. Stuart see’s your first home as a start toward your future and will make sure you are planning beyond just your first home. Stuart lives in Tauranga with his wife & 2 children. Outside of work you will find us outdoors enjoying what NZ has to offer on the Numerous Mountain Biking Trails around the country

Denis is a Solution Focused adviser who has helped hundreds of families and individuals to achieve their property goals. He draws his experience from a strong banking and real estate background. Denis is genuinely passionate about NZ property market and enjoys guiding his clients towards their financial aspirations. He works with first home buyers, investors, up-sizers, down-sizers, developers, renovators, business owners and many more. Contact him now to START your property journey!

Tim has been helping people and businesses with their lending and insurance needs for 14 years and ran his own mortgage and insurance brokerage for 9 of those years. He has a Bachelor of Commerce from Otago University and qualified as an Authorised Financial Adviser in 2011. He understands that relationships are the most important thing when it comes to dealing with people and that there are many ways to finding the solutions that his clients are looking for. Tim lives in Queenstown with his partner and son, and you can often find them in the outdoors exploring the multitude of tracks, rivers and valleys in that beautiful part of the world.

Gary has a MBA degree with a banking background, and experience and access to all the major banks across the country. He understands clients' needs and always puts clients first. Whether you are looking for your first home or investing in another, he’ll be with you every step of the way. He takes pride in creating awareness about financial products and maintaining transparency and updating clients on every stage. He helps clients across New Zealand.

Mark Jameson specialises in identifying specific solutions for each client's situation. He is committed to ensuring the process of purchasing a home or investment property is completely understood by the client and meets their goals. While Mark is based in Wellington he has clients nationwide as well as internationally through the use of technology. Whether you are exploring what is involved in buying your first home or you are adding to your portfolio, Mark will be there to guide you through regular and structured communication.

Anthony is a residential mortgage specialist. He has a passion for helping people and has built a reputation on going the extra mile for his clients. Prior to joining Vega he has three years’ experience as a mortgage adviser and comes from a teaching and youth work background. Anthony believes it’s never too late to develop financial literacy and can help you understand the numbers that matter and create a plan moving forward. His specialty areas are first home buyers, refinancing and optimising mortgage structure to suit your lifestyle and goals. Outside of work you will find Anthony riding his mountain bike, hiking to a waterfall or watching the footy somewhere.

Nicola offers her 30 years of banking, business ownership and independent mortgage broking experience to assist clients in making the best borrowing decisions, be it your first home, moving home, building a home, property investing right through to reverse mortgages for those considering downsizing. Clients enjoy her upfront honesty, out of the box thinking and positivity. She loves happy endings and invests the time to get to know your “big picture” then work with you toward attaining your goals. She feels it’s a huge advantage for clients to have an established relationship with a trusted and professional mortgage adviser that will be in their corner whenever they need them. She’s not just there for the first transaction but to support you through future loan management and lending requirements as life changes. Always only a phone call away.

Aidan arrived in NZ in 2006 from Ireland with nothing bar a suitcase and a willingness to work. Aidan went on to be one of the founding members of NZ’s largest online marketplaces and onwards through to a career in financial services. Aidan's vast business experience has allowed him to carry on his skills through to the financial world by understanding clients' needs and delivering the best solution. Aidan is also personally active in the market as a successful property investor, he understands the full journey from start to finish. Whether you are a first home buyer, an investor or an experienced property owner, Aidan is more than happy to catch up for a coffee (or a Guinness!) to understand your position and add value wherever he can. Outside of his financial role, Aidan loves to spend time with his family fishing or on the golf course. Aidan recently relocated to Mangawhai but still finds the time to travel to Auckland for client meetings.

Malini is an experienced mortgage adviser, who has worked in the industry for 24 years. Malini started her working life at ANZ where she spent 17 years before moving to be a mortgage adviser looking after her own client base. Her success is helping her clients reach their individual aspirational goals by communicating well and keeping the process simple and enjoyable in a timely manner. She always has her client’s best interests at heart, Malini builds long-term relationships and enjoys seeing their families and wealth grow year after year.

John has over 20 year’s experience as a successful Commercial/Business Manager in the Financial Services and banking sector. He is passionate about working alongside Business owners and Home Buyers to help them meet their financial goals and making the process an easy one. John genuinely cares about his clients and will go the extra mile to understand their business needs providing valuable, personalised advice and reviewing all options to help them achieve their objectives. In his spare time, John enjoys spending time with family, the beach and Crossfit.

Allan has over 30 years experience in the financial services industry, and is a Mortgage and Personal insurance expert. He specialises in Home Loans for all types of clients, with any type of income sources. Allan can assist with your finance needs, to purchase your own home, an investment or commercial property. If you are a seasoned purchaser or first home buyer, Allan is here to find the best lending solutions for you. Allan has been working in the Life insurance industry since 2007, working for an insurer and as an adviser, giving him great understanding of all facets of the Risk (life) insurance industry. Allan enjoys making long lasting relationships with his clients. When he isn't helping his clients, you can find Allan doing something family, sports and beach related.

Jessica is passionate about achieving results for her clients. Making use of over 20 years in the industry, whether they be first home buyers or seasoned investors, Jessica is driven and knowledgeable and knows how to match clients with solutions and lenders that work for them. She loves working with first home buyers to get them on the ladder or plan a strategy to get them there. And is often seen using spreadsheets to work out strategies for those with multiple properties to ensure they can maximise their equity and be in the drivers seat. Jessica has a post graduate diploma in personal financial planning and a level 5 certificate in residential property lending. When not working, she loves spending quality time in the caravan with her husband and son or on the score bench at the basketball court.

Graeme was born and educated in Dunedin, completing a BA and PGDip in Economics and Geography at Otago. After returning from overseas travel, Graeme worked in commercial and Asset finance. Graeme then became a licensed Mortgage Adviser in 2016. He thoroughly enjoys helping people and ensuring that people make informed decisions. Outside of work, Graeme loves spending time with his wife, Sonya on their rural lifestyle property. “Helping people and animals in a variety of ways – particularly those who can’t look after themselves – will always be a priority for me.”

Pamela is a qualified financial advisor with over eight years of industry experience. With an MBA, she has worked for various financial institutions, including three New Zealand banks and a second-tier financial firm, gaining extensive knowledge and expertise in mortgages, insurance, and investment. She is committed to assisting clients in making informed decisions that would meet their financial goals through careful planning and sound investment strategies. With this way of working, Pamela provides a seamless and enjoyable lending solution to her clients while offering the right insurance coverage. Pamela is friendly, reliable, and professional, and her tenacity drives her to go the extra mile and a half to assist her clients in becoming financially successful. She is a devoted family woman who understands the value of relationships and long-term financial stability for her clients and their families. Pamela is passionate about God, helping people and animals. If you want peace of mind knowing that you and your family are protected for unforeseeable events, or you wish to get a house to build beautiful memories in or want to give others a chance to create memories through investment properties, then don't hesitate to contact me.

Anuj is a financial professional with a unique twist. Armed with a bachelor's degree in mechanical engineering and a Master of Business degree with a Finance major, he proudly calls himself a financial engineer. With a 5-year of experience in the financial services industry, Anuj started operating as a licensed mortgage adviser a year ago. His mission is not only to help New Zealanders to achieve their financial objective but also to empower them with information on becoming debt free faster. He has dealt with a wide range of lending scenarios, whether helping first home buyers, investors or self-employed/small to medium businesses to build their property portfolio or expand their business - with 60+ Google reviews from happy clients. Beyond the numbers, he's a professional cricket player and a family & friends enthusiast.

Paul is a dynamic financial adviser specializing in residential property lending and asset finance for business. Paul is passionate about the challenge of securing favourable loan options and crafting tailored solutions for clients. Dedicated to empowering businesses with the resources they need to grow and thrive. Paul has been working in the Agriculture sector since 2019 and has a strong knowledge of the challenges the industry can face. Paul is willing and able to help anyone achieve their financial goals.

Gajay is a results-driven professional with a diverse background in the financial industry, boasting four years of experience as a Mortgage Adviser and five years of expertise in Banking. Throughout his career, he has consistently demonstrated a passion for providing exceptional customer service and guiding clients towards achieving their financial goals. As a Financial Adviser, he has successfully assisted numerous clients in securing their dream homes by analyzing their financial situations, offering tailored mortgage solutions, and navigating the complexities of the mortgage application process. Beyond his technical expertise and financial acumen, Gajay is known for his exceptional interpersonal skills, which have enabled him to build strong, trust-based relationships with clients. "I thrive in collaborative environments, where I can leverage my skills to contribute to a positive and supportive team dynamic. If you seek a dedicated, knowledgeable, and customer-centric professional for your financial needs, I am confident in my ability to deliver outstanding results and a superior level of service".

Ranjan recognises that purchasing a first home is a significant milestone in one's life. With his decade long Home Lending experience across different Banks, he is well-versed in guiding individuals and families through the complex world of mortgages, ensuring they secure the most favourable financing options to make their homeownership dreams a reality. He takes the time to listen to his clients' needs, assess their financial profiles, and tailor mortgage solutions that align with their objectives. Ranjan's patient and educational approach empowers first-time buyers and investors to make informed decisions, even in a competitive market. As an active participant in the mortgage industry, Ranjan stays current with market trends and updates. He has built strong relationships with lenders, real estate professionals, and legal experts, allowing him to offer comprehensive advice and seamless transactions.

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. If you are thinking about starting your property ownership or investment journey… Natalie is committed to making the home buying process easier by streamlining application processes and providing financial options that help your current and future financial success! 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.

Karlene is a banking and finance professional with over 35 years' experience in the sector. Leading large teams on behalf of NZ's biggest banking brands spanning the length and breadth of NZ exposed Karlene to every possible lending scenario and developed a solution-focused mindset. With a career spanning multiple economic cycles, Karlene understands how to optimise lending through fluctuating financial conditions and most importantly that mortgage lending is about utilising your assets to live the lifestyle you want. It's about understanding human beings as much as it is about numbers and that requires time, trust and communication. Karlene understands this recipe for success and brings a wealth of knowledge and experience and applies it to your unique situation. When Karlene isn't working with valued clients, she is enjoying everything Mount Maunganui has to offer with her cute cavoodles and playing competitive pool through the country.

As an experienced residential and commercial lender, Rachel is passionate about finding the best financing solution for her clients to help them achieve their financial goals. Having invested in the property market for over 10 years, Rachel has extensive property knowledge and experience to support and guide clients through all stages of property cycle. Whether you’re looking to purchase first home, or looking to expand investment portfolio or to fund commercial and development projects, have a chat with Rahcel, she can draw learnings from her own personal experience to make a difference.

Sai is your registered financial adviser with a client-focused and solutions-based approach. Sai is dedicated to working with clients on a long-term basis, guiding them toward their financial goals. Whether it’s your first home, investment property, or new build or you are simply looking for rates on your existing home loan, Sai is here to assist you.

Neeraj Upneja is a seasoned mortgage adviser with a strong academic background and practical expertise. Holding a bachelor’s degree in commerce from Delhi University and a Graduate Diploma (Level 7) from ARA Institute of Canterbury, he possesses a deep understanding of financial dynamics, giving him a distinct advantage in the mortgage industry. With three years of experience as a loan writer, Neeraj has tailored mortgage solutions for diverse clients, from first-time homebuyers to experienced investors. His expertise includes intricate knowledge of Kainga Ora and Kiwisaver policies, ensuring clients benefit from the most current financial options. Neeraj's passion for numbers drives his analytical approach to mortgage advising, enabling him to craft precise and strategic mortgage plans. What sets him apart is his dedication to achieving exceptional results for clients. He takes the time to understand each client's unique financial situation and goals, offering personalized and adaptable solutions. Neeraj's client-centric approach ensures that every mortgage plan he creates is not just a financial arrangement, but a tailored strategy designed to empower clients on their homeownership journey. Whether you're a first-time buyer or looking to optimize your existing mortgage, Neeraj Upneja is your trusted expert.

Lauren is a mortgage adviser with close to a decade of experience. Over this time, she has received numerous awards through her hard work and dedication to her customers. Lauren’s commitment to her customer service and communication is second to none. When working with Lauren, expect someone who is professional, has great attention to detail and an exceptional work ethic. Her goal as your mortgage adviser is to take the time to listen to your needs and help you navigate the lending process. With honest advice, a wealth of finance knowledge and access to multiple lenders, Lauren is well-equipped to support you on your lending journey and help you achieve your property goals.

With over two decades of residential and business banking experience and a solid foundation in business administration, Nitin Seth is a seasoned advisor dedicated to securing your financial well-being. Nitin's unwavering passion for helping his clients achieve their financial goals is at the heart of his client-centric approach. His extensive experience and deep industry knowledge empower him to guide clients toward savvy financial decisions, ensuring that their dreams of homeownership become a reality. What truly sets Nitin apart is his ability to forge lasting relationships with those he works with, making him not just a mortgage advisor but a trusted partner on your financial journey. So, regardless of whether you are looking at First Home, Refinance, or buying an Investment property, Nitin can help make your dreams a reality.

Having worked in the insurance industry for 12 years in various different roles, Tracy is an expert at juggling all of the moving parts of a financial services business. Tracy has worked with some of the industry’s top insurance advisers and also as an insurance adviser herself. With her extensive industry knowledge Tracy is the go to person for advisers and clients alike. Outside of work she enjoys spending time with her family and undertaking new reno projects.

Rachel has 10 years of experience as an Insurance Adviser, she prides herself on customer care and connection. Clients love Rachel's clear and transparent process, along with her ability to meet and understand their needs. Rachel is based in Auckland and uses technology that enables her to work nationwide. Rachel specialises in the corporate employee benefits space through group medical and life schemes.

Roharn is based in Auckland but also looks after the Waikato and Bay of Plenty region. Roharn has been in the insurance industry for 20 years and comes with a unique perspective as he was a medical and financial underwriter for over a decade for the main providers in New Zealand. He is now proud to be able to bring his vast wealth of industry-specific expertise and knowledge to the forefront of his community, in order to help individuals, couples, families and businesses alike achieve a straight forward approach to the essentiality of insurance protection. Outside of the office, he spends his time with his family including his chocolate Lab Ziggy.

Returning to the New Zealand Insurance Industry after living overseas for the past few years David’s goal is building strong relationships with his clients and ensuring they, and their families, have all the protection they need. Knowing that every person’s situation is different, he aims to tailor any solutions to help them best achieve their goals. You’ll find him coaching club 7s or training sprinters at the track.

Danny Blackman has over 30 years’ experience in financial services, working at banks both here in NZ and also the UK. A well-seasoned allrounder who has covered a multitude of roles, Danny can offer his clients home lending & personal risk solutions for Danny one of the most important aspects to his role is to make sure that he looks after their current & Future goals for Danny it’s about forming a long term relationship. He loves his job, There aren’t many jobs where you can make life changing differences to peoples on a daily basis, I pride myself on offering my clients a seamless & transparent experience and go on the journey with them and to see them thrive. Danny is based in the beautiful Hawkes Bay where he enjoys spending time with his family, Dabbling in a little Art and socialising with his amazing friends.

Tom brings a wealth of experience to his role having been in the industry in various roles since 2013. Tom brings a unique skill set to his role as a Risk Management Specialist, providing bespoke advice to; first home buyers, seasoned investors, small business owners and top business executives. Tom also has in depth knowledge of the corporate group market having worked for one of New Zealand’s largest providers in a corporate role. Outside of work you will find Tom involved in his local community coaching sport and spending time with his young family.

Salomie has 19 years of experience within the Financial Industry. Her passion is to help clients from all walks of life. "We will work as a team to get a better understanding of what is important to you and what needs to be protected. Life is a journey, I believe everybody should have a personal financial plan to ensure they will be financially secure, now and in the future."

An Insurance Adviser since 2020, Jason emigrated to New Zealand in 2019 from Wales. It is safe to say that he is enjoying everything New Zealand has to offer. With over 20 years’ experience in the training industry, he knows being people focused and building trust is the key to any long-term relationships with his clients. Jason always acts in his clients’ interests and ensures that the solutions that are proposed are the right ones for them and their families. Outside of work, Jason enjoys exploring the rural countryside and beaches that New Zealand has to offer with his family and German Shepherd, Jake.

Ayomiku has 9+ years of experience in the financial industry. He is here to ensure families are well looked after should the unexpected happen. “Insurance is more than just a job to me, it is a passion as I want to ensure I reach and protect as many people as possible. Insurance is a personal decision, and the best way I can help my clients is by getting to know them and what matters most to them. I ensure I follow an advice process that keeps your best interest at heart and keep your interest at the core of what I do.”

Matt has 20 years plus experience in the Insurance Industry, and this level of experience and proven success enables him to work with clients, tailoring solutions to best fits their needs. Clients love how approachable he is, as he really listens and takes the clients on an educational journey to ensure that the process is simple and easy to understand, enabling them to make an informed decision. His client-first approach is driven by honesty and integrity. Outside of work, Matt can be found walking his dog at the beach with his family or chauffeuring his son around his many sporting activities…

Located in the beautiful Bay of Plenty, Nadia has a wealth of knowledge and experience having worked in various Banking and Senior Insurance Adviser roles for the past 15 years. As an experienced Insurance Adviser, she has expertise in providing personalised advice solutions for home owners, small-medium business, corporate and rural customers. She is passionate about making sure customers have the right cover in place to meet their needs should the unforeseen occur. She prides herself on connecting and understanding what's important to each customer, keeping it simple and providing excellent customer service every time. Outside of work you will likely find Nadia on the side of a Futsal court or Football field supporting her Football mad family as they compete.

"Allan has over 30 years experience in the financial services industry, and is a Mortgage and Personal insurance expert. He specialises in Home Loans for all types of clients, with any type of income sources. Allan can assist with your finance needs, to purchase your own home, an investment or commercial property. If you are a seasoned purchaser or first home buyer, Allan is here to find the best lending solutions for you. Allan has been working in the Life insurance industry since 2007, working for an insurer and as an adviser, giving him great understanding of all facets of the Risk (life) insurance industry. Allan enjoys making long lasting relationships with his clients. When he isn't helping his clients, you can find Allan doing something family, sports and beach related."

As a registered financial adviser, Rahman has a warm, energetic and very passionate approach to providing his clients with the all-important peace of mind in their daily lives. Rahman enjoys meeting people from all walks of life, hearing their stories and working with them to protect what they value most. It brings Rahman joy knowing that what he can help put in place today will make a huge difference in the time of need. His friendly and outgoing personality, coupled with double major in marketing and management has allowed him to build strong meaningful relationships during his two years in the insurance industry. “As a ‘people’s person’ with a flair for building relationships, being able to help people identify potential risks in their lives and tailoring my advice to meet their personal needs is what makes me thrive.

Pamela is a qualified financial advisor with over eight years of industry experience. With an MBA, she has worked for various financial institutions, including three New Zealand banks and a second-tier financial firm, gaining extensive knowledge and expertise in mortgages, insurance, and investment. She is committed to assisting clients in making informed decisions that would meet their financial goals through careful planning and sound investment strategies. With this way of working, Pamela provides a seamless and enjoyable lending solution to her clients while offering the right insurance coverage. Pamela is friendly, reliable, and professional, and her tenacity drives her to go the extra mile and a half to assist her clients in becoming financially successful. She is a devoted family woman who understands the value of relationships and long-term financial stability for her clients and their families. Pamela is passionate about God, helping people and animals. If you want peace of mind knowing that you and your family are protected for unforeseeable events, or you wish to get a house to build beautiful memories in or want to give others a chance to create memories through investment properties, then don't hesitate to contact me.

As an experienced financial specialist with over 30 years of hands-on experience in the financial sector my role is to bring Financial Wellbeing to life within the workplace. I do this by offering a range of educational presentations which can be delivered in person or on MS Teams.

Kaden has spent over 20 years in Seoul, South Korea offering personalized advice to Vice Presidents, Executive Vice Presidents and CEOs of large multinational companies such as Samsung, LG and Hyundai. He was also an assistant professor at a university in Seoul for over 10 years. He has a proven track record of providing quality advice and delivering excellent customer outcomes in South Korea and here in New Zealand

Ryan van Beurden is a seasoned life and health insurance specialist with over 15 years of experience. He excels at creating customized insurance solutions, building strong client relationships, and providing trustworthy advice. With a passion for helping individuals secure their financial future and prioritise their health and wellbeing, Ryan has built a reputation as a trusted adviser and advocate for his clients. Beyond his professional expertise, he is an avid golfer and outdoor enthusiast, reflecting his commitment to a balanced lifestyle.

Navneeth Naidu is a highly motivated, solutions-driven, and quality-focused insurance adviser with excellent communication skills. He is passionate about creating exceptional customer experiences. With over five years of experience in the insurance industry, during which time he gained a Level 5 Certificate in Financial Services and a sound understanding of a range of insurance products and services, Navneeth prides himself on his proactive, outcomes-oriented approach. He is known to colleagues as an approachable and 'can-do' team member who is always willing to support his peers. When not on the clock, you will find Navneeth at a stadium watching live sports, usually rugby or motorsport.

Letisha Tan is an entrepreneur and financial adviser, and has previously ran her own business and financial brokerage in her 20s. Her expertise lies in complex problem solving in business and family dynamics, especially the risks associated with business owners and protecting valuable key people and assets. She has worked in a multi-cultural context in Kiwi businesses across industries such as transport, construction/tradies, financial and professional services, hospitality and IT, formed throughout her decade-long career. She has also assisted many young first home buyers get their first property through financial advice and money mentoring such as through Kiwisaver. Her background in sports (winning the 2019 Nationals in Roller Derby) has seen her guide many millennials, families and professionals jump through the hurdles in life and see success, something which she has a knack for. She has Tourettes and is something that gives her the advantage in business and thinking outside the box. In case she looks familiar, Letisha is an advocate for those with neurodiversity and has appeared on Prime TV "Living with Tourettes". If you would like to discuss your business or personal insurances or have a chat about money in general, just reach out to Letisha.

Kevin’s international background in retail and investment banking as an Associate Director, encompassing over US$36bn of transactions, brings a wealth experience to the team. Since arriving in NZ in 2003 Kevin has focused on the property sector, working for a wide range of entities including specialist property funders, brokers, developers, community housing providers, distributers of investment property and even the Government on the rebuild of Central Christchurch. His expertise includes site section, feasibility, funding, commercial and contract negotiation, structuring, underwriting, raising equity and mezzanine debt, joint ventures and creating structured investment product based on property and property funds. Kevin holds 3 internationally recognised banking qualifications and is a Certified Practicing Accountant.

Wayne has extensive experience in the financial services sector with over 20 years’ experience, predominantly funding property development projects & commercial property acquisitions. This includes arranging funding for signature property development projects from Wanaka, Queenstown & Christchurch in the Mainland, to Tauranga, Taupo & Auckland in the North Island. Wayne has also been instrumental in funding blue chip commercial properties throughout New Zealand, including numerous properties made available to investors as syndicated property investments. Further, Wayne’s ability to provide complex tailored funding solutions has resulted in him taking the lead role in structuring joint venture and equity based projects, as determined by his clients requirements. Wayne also has experience in assisting businesses with their foreign exchange and working capital requirements, providing cost effective and innovative solutions for their businesses. Wayne’s passion for providing solutions for his clients is driven by his desire that they fulfil their dreams and aspirations, whether that be property or business based. Wayne’s areas of expertise include; development finance, commercial & residential property finance together with business funding solutions. When Wayne’s not at work he is hanging out with his teenage daughters, family & friends, at his boxing gym or networking with a vodka and soda in hand.

Aaron is a leading Sales and Relationship expert within Institutional, Wholesale and Retail Investment Banking. He has worked globally for leading Investment firms Bank of New York and JP Morgan Chase Manhattan. More recently he has been a stockbroker and financial adviser for NZs leading broking firm Forsyth Barr. Aaron has strong connections Politically, High Net Worth, Family Office and Iwi. Has proven experience spearheading new investment initiatives across different asset classes. Out of the box thinker, business owner – successfully started and owns one of New Zealands top Supplement/Vitamin businesses. Property Investor from an early age and understands the nuisances of investment and leading in residential and commercial property in New Zealand. A former reality TV personality who loves to Fish, Hunt and Cook and utilises Boxing as a fitness sport to make sure he fits everything into a day. Family man – Jacinta his wife and two children Jack (17) and Ava (11) he is a qualified Investment Adviser and an accredited adviser of the New Zealand Stock Exchange.

Phil brings a high level of business experience and energy to all of his clients. With over 25 years’ experience in business and finance, Phil loves thinking outside the box to ensure his clients are getting the best possible outcome possible. Phil can help clients in a wide array of business, commercial and property development finance. When not seeking finance options for clients, Phil loves his 1952 Plymouth and travelling with his wife around the world.

Freddy has over 15 years' banking, corporate finance and executive experience. His roles include CEO of VetEnt which is one of New Zealand's largest veterinary companies and Head of Strategy of a large ASX-listed Australasian based hotel owner operator. More recently, he has worked raising debt for many clients in complex and often highly geared environments. He has also worked as an investment analyst for a private equity fund, a senior analyst in the mergers and acquisitions team at Ernst Young and started his career as an analyst in the National Bank corporate team. He grew up in the Canterbury and Marlborough regions exposed to the sheep and beef, wine, dairy, deer and shell fish industries and he maintains a passion for each of these. Over the last 13 years, he has also help set up and is an active shareholder of a wine and vineyard business. Following university he has been involved with hundreds of investment and development proposals over a wide range of industries. He has a Master of Business and a Bachelor of Science from Otago University

David joins the Vega Commercial Team as an Advisor based in Auckland and covering the Bay of Plenty, working hard and smart to establish long lasting relationships for our clients with practical solutions. Over a 20 year business career, he has been broad range of skills and knowledge across different industries, providing him the scope to tackle, solve and support the achievement of individual and organisational goals. He has a Bachelor of Commerce majoring in Finance from the University of Otago.

Natalie’s passion is to find financing solutions for her clients to achieve financial freedom through astute property investment. Her dedication to relationship building and excellent customer service has been honed over more than three decades’ experience in the banking industry. Having been in the financial industry for over 30 years, she has a broad and extensive amount of knowledge and experience including home loans and business/commercial lending. Natalie’s primary focus is client interactions and supporting and guiding clients through all stages of life to help them realise their financial dreams.

As a registered financial adviser, Toby is a good listener, easy to approach and relatable to most. Toby can source funding for your situation and has a wide range of professional networks and specialists to access for the best customer outcomes. Toby has been working in the finance industry since 2001 and has a Bachelor of Management Studies degree from University of Waikato majoring in finance and economics. Toby has worked with customers on home loans, small business and commercial banking requirements throughout the country. Outside of work Toby has a keen interest in financial markets, looks to get out on the golf course and spends quality family time on the beach.

John has over 20 year’s experience as a successful Commercial/Business Manager in the Financial Services and banking sector. He is passionate about working alongside Business owners and Home Buyers to help them meet their financial goals and making the process an easy one. John genuinely cares about his clients and will go the extra mile to understand their business needs providing valuable, personalised advice and reviewing all options to help them achieve their objectives. In his spare time, John enjoys spending time with family, the beach and Crossfit.

Tim has been helping people and businesses with their lending and insurance needs for 14 years and ran his own mortgage and insurance brokerage for 9 of those years. He has a Bachelor of Commerce from Otago University and qualified as an Authorised Financial Adviser in 2011. He understands that relationships are the most important thing when it comes to dealing with people and that there are many ways to finding the solutions that his clients are looking for. Tim lives in Queenstown with his partner and son, and you can often find them in the outdoors exploring the multitude of tracks, rivers and valleys in that beautiful part of the world.

Brett has over 30 years experience in the financial services industry in roles ranging from residential mortgages to large scale commercial projects across NZ and Australia. Over the past 7 years as a mortgage adviser, he gets greatest pleasure from assisting mums and dads and NZ families realise their dreams of property ownership and facilitating financial prosperity as a result of advice and direction that he is able to provide them.

Jane develops and executes rich business opportunities across corporate clients (Developers, Builders, Insurance companies and Corporates). She generates new lending opportunities, referred to Vega Mortgage Advisers and Vega Commercial Lending Specialists to enhance and optimise partnerships and generate strong deal flow and volumes. Previously, Jane worked within the business as a mortgage adviser. Her professional approach and can-do attitude meant she was always in high demand. Jane is currently an Ambassador for the Asia Pacific Trade Coalition based in Singapore was the Australasian stakeholder keynote for the Trade Negotiations representing SMEs across the region. More recently, Jane acted as co-chair of the Australasian Woman in Small Business conference in Vietnam. On top of Jane’s vast achievements, she worked with Trade and Enterprise for seven years, most notably as the digital representative for NZ Inc into the Middle East and most recently is an expert mentor at New Zealand Leader.

As an experienced financial specialist with over 30 years of hands-on experience in the financial sector my role is to bring Financial Wellbeing to life within the workplace. I do this by offering a range of educational presentations which can be delivered in person or on MS Teams.

Tristan comes to Vega with over twenty-five years of residential lending experience, having worked in a variety of roles for multiple institutions. He is accustomed to utilising his extensive knowledge to provide viable solutions for his clients. Outside of work, you can find Tristan spending time with his young family and fishing.