We understand your goals and are committed to helping you realise them

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We Are Committed to Delivering The Service, Expertise And Attention You Deserve

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Our Commitments to You

CARING

Treat Client’s Application Like Our Own

Listen and Understand Client’s Motivations and Goals

Strive to Help Our Client Achieve Their Financial Dreams Do Whatever It Takes, Go Above and Beyond

Adding Values Throughout the Customer’s Journey

Help Client Save Money on Interest Costs and Fees

BEING TRUSTWORTHY

Act in Client’s Best Interest

Do What Is Right and Fair

Do What We Say We Will Do

Take Responsibility

Transparency


BRILLIANT AT THE BASICS

Provide Professional Skills, Knowledge, and Experiences to Help Client Meet Financial Goals

Provide Solutions Beyond Finance

To Be the Best That We Could Possibly Be

Learning and Growing



EMPOWERMENT

Explaining the Jargon and Process

Provide the Right Advice at the Right Time

Help Client Make Informed Decisions and Control Their Own Unique Situation


CUSTOMER CENTRIC

One Client, One Dream and One Team at A Time

Simplified Home Loan Process

Indicative Assessment on the Spot

Proactively Update Clients at Each Stage

Work at A Time That Suit Our Client

Always Responsive

Hold Hands Throughout Customer Journey

Continuous Improvement Based on Feedback

Our Service Is Guaranteed to The Complete Satisfaction of The Client

RELATIONSHIP FOCUSED

Nurture Long-Term Relationships with Our Clients

Provide Ongoing Support to Ensure Loans Are Always Structured in Client’s Best Interests

Sharing Our Knowledge Through Regular Valuable Content

Service Satisfactory Or We Pay You!

Service Satisfactory Or We Pay You!

If you are not completely satisfied with our services, you will receive $200 Prezzy card which you can use anywhere that accepts Visa electronically around NZ and overseas

Our Process

95% Approval Rate

60% Business Referred by Clients

30 Lending Partners

701 Enquires Assisted with

What people say
about us

We were upgrading our family home. Although we had a pre-approval before an unconditional purchase, we couldn’t get hold of the bank manager we got pre-approval from. We were left in the dark and felt overwhelmed as transactions were more complicated than usual given both existing and new properties were settling on the same day.

Connie and her team not only got us the best rates but also gave personal advice and great service. We were very satisfied and would recommend Connie and her team as they are knowledgeable and were there when we needed them.

Person

Denise and Richard Parsons

West Auckland Owner of Triangle Road Automotive

We were working on financing a Hotel project before approaching Connie as it was not a straightforward financing with many complications and things that had to be taken into consideration, and the bank has tightened on development finance.

Prosperity Finance lead by Connie Wang had been recommended by a professional banker. The service we received from her was great. We successfully secured finance within a short space of time, and together with great communication skills, we understood the case and it was well executed.

I would recommend them to others as it was recommended to me, and also, they have good credit and honest relationships with many banks and private financial institutions.

We are satisfied with their services, attitude, and work ethic they have towards their clients

Person

Sahid Patel

Owners of Quality Greenview Hotels

We initially approached Connie regarding our home loan refinance because my wife normally worked during daytime but I worked at night shift for 3 days a week. It was not convenient for us to go to bank directly.

Connie went to our house during night time where both of us were available to review our existing home loan and discuss our financial goals. She sorted everything for us with a breeze. We were not only successfully refinanced existing home loan and secured very good interest rates and cash rewards but she also managed to help us finance our first rental property without any cash deposit by leveraging our home equity which we were not aware of before. She also gave us great advice on how to manage our home loan so they can be paid off quicker and build wealth through property investment.

We definitely recommend Connie because her knowledge, experience and expertise in finance gave us peace of mind. She is always there to help us and keep us updated regarding our home loans.

Person

Jose and Marilou Suerte

Proud parents of two lovely children

Latest Blog Posts

Getting a mortgage on parental leave | How to get approved

14 Aug 2020 | Connie | Finance 101

Jessica, one of our clients, asked us: “I’m currently on parental leave and my husband and I wish to purchase a property in New Zealand. My bank has told me that we won’t be able to borrow the amount we wish to until I return...

Our Partners

Tier 1
ANZ
BNZ
Westpac
ASB
CCB
Sovereign
Tier 2
Co-operative
SBS
TSB
Kookmin Bank
Tier 3
ASAP
NZMS
DBR
Cressida
First Mortgage Trust
Midland Trust
Avanti Finance
Liberty
Resimac