About Us

"Manawatu River Sunrise" (CC BY 2.0) by Geoff J Mckay

Hi, I'm Katie and I absolutely love helping my clients reach their financial goals - be it their first home, investment property, building/renovating or even just getting ahead!

After over 10 years working for Westpac as both a Home Loan Consultant and Bank Manager and now in my own business since 2017 - I have great insight into creating a full financial solution, specialising in home loans solutions and ensuring my clients are well looked after with their personal insurances.​

I am passionate about helping people, the clients are always at the heart of everything I do, and I will make sure the process is simple, stress-free and FUN!​

I am also the "admin lady" for my husband James' construction business - which means I am pretty handy when it comes to construction and renovation loans!​

No query is to big or small even if you'd just like a chat contact to me today!!

Touch base for a free review of your finances


Maree Rigby
Operations Manager

Phil Anstis
Lending Specialist

Meet your new
Personal Financial Manager