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

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

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

Hi, my name is Amber Lu. I was joint Prosperity Finance at the end of October 2021 as a Application Specialist.

My pervious customer service experience enhanced me to learn about client’s personal goals and focus on client’s needs efficiently. I know every client come to us is seeking for professional and tailored advice according to different stage of their life. 

Prior to joining Prosperity Finance, I worked across different industries which helped me to develop strong personal characters of detail focusing, responsibility and reliability. These give me more confidence to help our clients during application preparation stage.

For my leisure time I love snowboarding and travelling which fulfil my life with adventure and joy.

If you have any questions about your financial plan and goal, we are always here to help.

Hello, I'm Jane, The Application Specialist of the Prosperity Finance. When you get through our client consultation line, it is most likely that the first greeting you hear is from me. I was thrilled to join Prosperity Finance in 2022, which made my dream of directing my career development in the financial services sector come true.

I have two master degrees in both industrial economics and business management. I used to engage with international companies to provide Chinese foreign investment policy consultancy and was involved in the organization of top investment summits and exhibitions. After immigrating to New Zealand, I worked for an NZ tertiary institution and a high-tech multinational company coordinating conferences and exhibitions. In my past work experience, I’ve been excellent at providing professional services and building up a rapport with clients. I was inspired by a great sense of accomplishment in helping customers solve problems with my expertise.

For providing good consulting services, I knew that in addition to empathy and a deep understanding of the needs of customers, excellent professional knowledge is also required to seek the best solutions for customers. Therefore, I am studying the New Zealand Financial Services Programme (Level 5), and I look forward to growing into an excellent financial advisor with the help of our outstanding members of Prosperity Finance.

Thank you for your trust. We are passionate to do everything we can to help your loan needs. Any inquiries, please call 09 930 8999!

Jane

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.

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.

Marketing has been a field I’ve passionately cultivated over the years. My past experiences—ranging from collaborating with media to engaging with clients across the globe—have equipped me with the ability to quickly understand your needs. With strong empathy and keen insight, I can step into your shoes to provide tailored loan solutions for your team, building a foundation of trust and mutual success.

Joining Prosperity Finance was serendipitous. In a brief yet impactful interaction, I was captivated by Connie’s charismatic leadership and inspired by the team’s professionalism and enthusiasm. My passion for the finance industry naturally aligned with Prosperity Finance’s mission, making it a perfect fit for me.

At the crossroads of financial decisions, I hope to serve as your guide, helping you and the Prosperity Finance team achieve your goals and realize your dreams with clarity and confidence.