Connie  小宇

Connie 小宇

Director and Financial Advisor - Financial Advice Provider: 762831 and FSP: 299126

Hi, my name is Connie Wang, director and founder of Prosperity Finance. I feel I’m a very lucky person because when I graduated from University, it was very difficult to find a job with a student visa (there was no open work visa back then). With my "Accounting" and "Information Management" double major degree and some luck, I secured a business analyst role with a major bank. I then moved into a lending role in the Commercial Banking segment as I found I preferred working with people and were passionate about helping people and experiencing the joy of reaching their goals with them. This was also one of the key reasons I declined a bank promotion opportunity and set up Prosperity Finance. I believe I can do more and offer more value to my clients by having a boutique finance advising practice.

I have close to 10 years lending experience in residential lending, business and commercial finance. I get real satisfaction assisting my client's finance needs, the harder the better. Not only because I love challenges but importantly it's in my blood, and if I can provide a better solution which make my customers’ lives better and easier, then the effort paid off.

Although I also have responsibilities to develop the business, I still really enjoy the financial advisor role as this is what's got me to where I am today and gives me great satisfaction if I can improve my customers lives for the better.

Disclosure Statement

Wechat ID: XY_PAL Phone: 09 930 8999
Alex Zhao

Alex Zhao

Financial Adviser & GM of Operations - Financial Advice Provider: 762831 and FSP: 1000503

Hi, I am Alex, an Financial Adviser & GM of Operations at prosperity finance.

After obtaining my PhD degree from the University of Auckland, I have worked as a scientific researcher in several world-leading universities before joining prosperity finance at the beginning of 2020.

I am also an award-winning photographer, who has operated my own photography business from 2013 to 2017. The experience of running a photo studio was extremely enjoyable and rewarding, and the process has significantly contributed to the development of my customer service and decision-making skills.      

I have always been interested in the financial services industry for its dynamic environment and diverse opportunities. The mortgage broking sector is particularly attractive to me because I can fully utilize my analytical and interpersonal skills to assist customers realizing their homeowning dream.

To further raise the quality of my service, I have achieved the NZ financial adviser accreditation. I am always thrilled to provide high standard and consistent professional services to our customers.

Disclosure Statement

Wechat ID: Prosperity2015 Phone: 09 212 2555
Michael Wang

Michael Wang

Financial Adviser & Application Team Manager - Financial Advice Provider: 762831 and FSP: 1006725

Hi, I'm Michael, Financial Adviser and Application Delivery and Support Manager at Prosperity Finance.

I stumbled into the financial industry after obtaining my bachelor's degree and my first role was in the Wealth Management Sector in China. Though a different field from mortgages, the experience introduced me to the core of financial services, which is customer focus & value creation.

With that in mind I joined Prosperity Finance after relocating to NZ because I believe our values align perfectly. And I've been fortunate enough to have grown with the company together and successfully obtained my level 5 certificate as well as adviser accreditation.

I am thrilled and looking forward to assisting you with your property journey!

Disclosure Statement

Wechat ID: MichaelNZ_92 Phone: 020 4023 9931
Amber Lu

Amber Lu

Financial Adviser / Senior Application Specialist - (FSP1009577)

Hi, I am Amber, a Financial Adviser & Senior Application Specialist at Prosperity Finance. 

Since joining Prosperity Finance, I have worked across various roles within the company, allowing me to gain in-depth knowledge of the mortgage process from different perspectives. This experience enables me to assist clients at every stage of their home-buying journey with comprehensive and practical solutions. 

After obtaining my Level 5 Certificate and Adviser Accreditation, I am now equipped with a solid foundation of industry knowledge to offer high-quality financial advice. I understand that purchasing a property is one of the most significant milestones in life, and my goal is to provide seamless and professional financial guidance to support you every step of the way. 

I look forward to helping you achieve your property goals! 

Disclosure Statement

Wechat ID: Profinal Phone: 020 4089 2543
Teresa Ning

Teresa Ning

Client Service Specialist

Hi, I’m Teresa, a Client Service Specialist at Prosperity Finance. Joining this amazing team has been a fantastic experience where I’ve had the opportunity to grow both professionally and personally.

With a Master's degree in Accounting from the University of Auckland and internship experience at KPMG China, I bring a strong foundation in financial analysis and client communication. My first experience in the financial industry was during my undergraduate studies. I wish I could provide more professional services to you in Prosperity Finance.

I am proud to be the bridge between clients and banks, as it allows me to positively impact people’s lives. I’m passionate about helping clients achieve their financial goals, whether it’s assisting with loan refix applications, managing documentation, or providing further support.

Outside of work, I enjoy travelling and spending time with family and friends. 

At Prosperity Finance, I look forward to continuing to build strong relationships with clients and helping them achieve their financial goals.

Wehcat ID: XY_PAL3 Phone: 020 4115 5026
Chloe Wang

Chloe Wang

Client Service Specialist

Hello, I'm Chloe, your Customer Service Specialist.

As a former client of Prosperity Finance, I was deeply impressed by the team's professionalism and dedication when purchasing my investment property. I feel blessed to have joined this caring team in 2025.

With rich experience across various industries and entrepreneurship, these unique experiences enable me to understand and wholeheartedly serve each client genuinely. As a mother, I deeply understand the significance of owner-occupied housing for every family; as a former self-employed professional, I have a better understanding of small business owners' needs. Moreover, my work experience in Japan has shaped my dedicated service spirit.

Outside of work, I cherish the precious moments with my daughter and am a joyful cat parent.

I look forward to serving you with my experience and dedication, helping you achieve your financial growth objectives.

Wechat ID: xy_pal4 Phone: 020 4009 5837
Vivian

Vivian

Client Service Specialist

大家好,我是 Vivian,Prosperity Finance 的客户服务专家。我于 2025 年 8 月刚刚加入这个专业团队。 在奥克兰大学获得商业学士学位(Marking and Economics)后,我在三兄弟建材公司(Three Brothers Building Supplies)担任平面设计师多年,尤其主攻厨房和浴室,通过我的专注工作,我获得了新西兰的居留权。

在担任平面设计师多年后,我的家庭在 covid19 期间经营了一家咖啡馆。虽然那是一段非常艰难的时期,但我从这次经历中学到了很多东西。不仅知道如何经营一家小企业,还知道如何成为一名出色的咖啡师。我在与来自不同背景的客户互动方面拥有丰富的经验。这段经历增强了我与客户有效沟通和互动的能力。

我一直对金融服务业和房地产市场感兴趣。我很荣幸能成为这个团队的一员,提供高效、准确的服务。

我也是一个 9 岁男孩的妈妈,我爱我的家人。

在 Prosperity Finance,我期待帮助客户实现财务目标。

Wechat ID: xy_pal3 02041155026
Melody Xia

Melody Xia

Senior Marketing Specialist

Hi, I’m Melody. I’m a Senior Marketing Specialist at Prosperity Finance.

I’ve always been passionate about using content and strategy to connect people with the services they truly need. With years of experience in marketing and brand communications, I’ve worked across media, content planning, and client engagement. I especially enjoy turning complex financial topics into content that feels clear, relatable, and genuinely helpful.

Since joining Prosperity Finance, I’ve brought this passion into the world of mortgages—helping our team communicate more effectively, and helping clients feel more confident in their decisions.

I believe good communication builds trust. And trust is what we value the most when working with our clients.


melody.xia@profin.co.nz 09 930 8999