Residential Property Lending
NZ CERTIFICATE IN FINANCIAL SERVICES–LEVEL 5
Alan is a career banker of 40 years and counting. Commencing with ASB and later working with The Cooperative Bank, The National Bank, ANZ and Westpac. He also has significant experience with equipment and asset finance through his experience at CFC Finance and Mercedes-Benz.
Alan is a high achiever, having set national records at a number of banks including The National Bank and Westpac. Alan has specialised in residential, commercial and asset finance most of his working life, and has learnt to navigate most situations regarding lending, understanding both the requirements of the clients and the funders but ‘he is on your side’.
RESIDENTIAL PROPERTY LENDING,
CERTIFICATE IN FINANCIAL SERVICES – LEVEL 5,
NATIONAL DIPLOMA IN BUSINESS STUDIES,
BATCHELOR OF BUSINESS STUDIESS (MASSEY UNIVERSITY),
POST GRADUATE DIPLOMA IN BUSINESS ADMINSITRATION (MASSEY UNIVERSITY)
Barry was a well-respected Relationship Manager for The National Bank, Westpac and ANZ. He started in 1994 and ended with 20 years of valuable service and dedication to his business and commercial customers. As a Relationship Manager with a portfolio of clients he navigated clients throughout the banks changing credit appetites and policies. As well as funding businesses he has facilitated a range of property finance and financial market solutions for clients. In his final years of service to the ANZ Bank he became responsible for supporting childcare clients in business banking Auckland.
The decision to become an independent mortgage advisor in 2015 led to the creation of Wise Owl Mortgages, a boutique mortgage offering for business, property and childcare clients. Wise Owl Mortgages grew quickly over its 6-year history and included a robust role in assisting childcare business owners achieve their goals. Barry has 10 years’ experience in the childcare finance market and is considered the market leader of independent mortgage and business funding for childcare operators and investors. During this time, he has been involved in complex construction projects, remodelling of childcares and purchasing childcare businesses. Barry is a strong networker and has a selection of experts in various fields who provide superior service to all his clients.
Barry has been a loyal supporter of BNI (Business Network International) and has been a 5+ year member at the Takapuna chapter.
Barry is a regulated Financial Adviser and provides specialist mortgage advice. His clients appreciate his ‘excellent communication’ and ‘superior service, guidance and knowledge’.
To discuss your next business or mortgage finance requirement, contact Barry today.
RESIDENTIAL PROPERTY LENDING,
CERTIFICATE IN FINANCIAL SERVICES – LEVEL 5
Sally’s strength lies in problem solving combined with a desire to deliver outcomes that will enable you to reach your financial goals. Her career shift to working as a Financial Adviser has partly been prompted by the experiences of her adult children and first home buyers in getting onto the property ladder and those wanting to enter the investment property market. Sally welcomes an opportunity to discuss your financing requirements to achieve your goals.
With a career start in retail banking at Standard Bank South Africa, then a bank sponsored move to their IT division and full training, Sally gained an understanding of banking finance from both a retail branch and IT level. A move to New Zealand in the 80’s with her Kiwi husband resulted in continuing within the banking sector until moving on to working as an independent software consultant. Children and a move to Marlborough saw Sally working as the Office Manager of a law firm where she gained an in-depth understanding of the requirements of conveyancing as well as running a Trust Account and a Nominee Mortgage facility. Subsequent moves brought about a move back to a more IT focused career working firstly as a Business Analyst in an FMCG then as a Data Quality Coordinator for an NGO.
As well as working, Sally spent many years volunteering including being elected to serve one term on the Board and one term as President of New Zealand Kindergartens which involved ensuring small one-Kindergarten associations as well as large multi-kindergarten associations were represented in Wellington with the Ministry of Education and the Education Minister. Sally also served on multiple sports committees and even went so far as coaching football one year!
