Connie Wang

Connie Wang

Director and Financial Advisor - Authorised Body : 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 brokering 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

connie@profin.co.nz 09 930 8999
Dennis Wong

Dennis Wong

Financial Adviser - Authorised Body : 762831 and FSP : 756471

Hi, my name is Dennis Wong. I provide clients with professional advice for their home finance services with the most suitable mortgage products tailor for your financial goals. Whether you are purchasing, refinancing, renovation, building a new property or such, I am more than happy to help you out to achieve your goal.

I worked in 2 major NZ banks for more than 5 years and worked more than 5 years in a property management industry. Working into banking and property management industry helps me to ensure you get the best options from lending providers. I look forward to providing you with a frank assessment of your situation and achieve your goals for homeownership and financial security.

Disclosure Statement

dennis@profin.co.nz 09 930 8999
Alex Zhao

Alex Zhao

Financial Adviser - Authorised Body : 762831 and FSP : 1000503

Hi, I am Alex, an application specialist 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

alex@profin.co.nz 09 930 8999
Laura Wang

Laura Wang

Adviser Assistant

Hi I am Laura. I am currently an Adviser assistant at Prosperity Finance.

I will assist with your enquiry journey, listen to your story and your goals, understand your situation so that our advisors can get back to you efficiently with more detailed information and personalized solutions.

I had been working as an experienced customer service role in a NZ major telecom service provider for many years before I joined Prosperity Finance, which helped me build some valuable characters - the ability of quickly understanding customers' needs and making it easy for them to share their thoughts. 

Thanks to my previous position of a software tester back to China, I develop myself into a responsible, detail-focused, and tech savvy person. I benefit from these treasurable traits when I'm helping you preparing with your documentations and answering any questions that you might have during this process. Remember, I am always here to help 😊

I hope you will have a pleasant and smooth journey at Prosperity Finance.

laura@profin.co.nz 09 930 8999
Michael Wang

Michael Wang

Application Specialist

Hi there, I am Michael. I am currently a lending assistant at Prosperity Finance, and I believe in trust, integrity, and helping clients achieve their financial goals.

Joined at the end of June 2020, I am the latest member of this collaborative and passionate family, which is an amazing opportunity that is hard to pass by. I had the chance of getting to know Connie when I was job-searching in early 2020 and preparing to embrace the next phase of life journey for me and my wife ---- to begin studying and working in New Zealand. I feel lucky that my experience and backgrounds was appreciated by Connie, and especially glad that we share common values. Now, after several months, I am very glad that I have made the right choice of joining.

Before taking up this role, I have been a Wealth Manager in a major state-owned securities company in China for over 5 years. The role provided me with extensive exposure to customer service, investment products, as well as financial analysis. Given the vast difference between volume and structure of financial markets in China and New Zealand, I decided to focus on the property market and its related mortgage lending industry. Apart from developing on several transferrable skills, I managed to complete New Zealand Certificate in Financial Services Level 5 to be competent for mortgage broking roles.

Looking forward at this time of uncertainty, I still see exciting opportunities in the New Zealand property market and hopefully we will be assisting you along the property journey!

michael@profin.co.nz 09 930 8999
Kathy Yao

Kathy Yao

Application Specialist

Hi everyone, I am Kathy, currently an application specialist at prosperity finance. I am lucky to be able to join this collaborative and passionate team.

I came to NZ to continue my master degree after graduated from Singapore in early 2017. I have been working in the financial services industry since 2019 after completing my master studies. I am experienced in loan application and customer services and have gained intimate knowledge of the loan application process and principles. From being an intern to a registered financial service provider, I cannot go this far without the positive feedback and support from customers, workmates, family, and friends, which gives me more confidence to achieve my career goals.

I am currently studying and completing the New Zealand Level 5 Certificate in Financial Services programme. I hope to provide customers with more effective professional and reliable services through continuous enrichment and improvement of my professional knowledge. Do my best to help every customer to achieve their financial ideals and goals.

kathy@profin.co.nz 09 930 8999
Amber Yu

Amber Yu

Marketing and Office Coordinator

Hi, I'm Amber, the one who operates the marketing and advertising issues for Prosperity Finance. I graduated as a Marketing master at the University of Auckland. Thankfully, I took the chance to join this family team. From the daily chat and work with the team members, I felt a strong enthusiasm, passion, and brilliant professional skills.

As a content and idea creator, my job may differ from other members a bit. But all our efforts work together to achieve the same goal. We just like a four-tyre car, each tyre runs in its own lane, but we support and motivate each other to push the car running. I will try my best to let more people learn Prosperity Finance and finally decide to come to us for help, and with our support, to achieve their own dream.

In daily life, I am a food lover, travel lover, and fiction mania. To enjoy food from different places, chat with people from different backgrounds, and learn cultures from sentences are the best romance for me. 

amber@profin.co.nz 09 930 8999