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Interest Rates - WAKE UP!

Wednesday, October 9, 2019

Interests Rates  Image - Hallam Jones - Insurance and Financial Advisors Rotorua

When the subject of interest rates comes up in conversation at this time thoughts immediately turn to how low interest rates are for residential lending and what follows is inevitably the question, admittedly an interesting one, “could they go even lower?”

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New technology, a double edged sword

Tuesday, August 27, 2019


New technology can be a double-edged sword for you as a customer.

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Advisers over Banks

Friday, February 22, 2019

Advisers over Banks sm

Kiwis are so loyal. Time and again I hear from clients “I’ve banked with this bank since I was a kid so I’d rather stay with them”. This is admirable, but the experience I can relate to you of some, is very different.

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Amazing Mortgage Rates

Monday, December 10, 2018


So. What am I supposed to feel about reputably the best rates offers made since the second world war being offered to me now? If you are not aware, the Major banks are currently offering Mortgage rates of less than 4% for short fixed terms announced by a front page spread in the NZ Herald at the beginning of November. Should I be excited about this?

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No place like Rotorua, say ex-Aucklanders

Thursday, September 6, 2018

When Martin and Leanne Lambert realised they could never afford to buy a house in their home city in Auckland, they set about doing some research.

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Why an adviser is an ideal alternative

Wednesday, July 18, 2018

ThomasOleary 2

I had a chap contact me recently who was frustrated by his bank. He said he’d never used an independent adviser before. But now he felt that he had to because his very good fixed rate had just expired and now, because his interest rate had reverted to the on call floating rate, he was paying much more fortnightly! His budget was being wrecked! He had called the bank but no one had got back to him. Now he was frustrated.

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