how we work

We’re experts when it comes to mortgage finance, the home buying process and protecting what matters most.

Everything we do at Awesome is designed to save you time and money. We’re all about adding value, delivering outstanding results and exceeding expectations. To top it all off 9 times out of 10 our service is absolutely free.

We’ve had the privilege of helping thousands of people make their property dreams and investments come true. So we’re really familiar with the different ways you can buy, arranging building inspections, valuations and LIM reports as well as sale and purchase agreements, purchase conditions and how to best project manage the entire process.  We’ll hold your hand as often and for as long as you’d like us to. We’re on your side from start to end.

There’s a few urban myths about mortgage advisers that we don’t buy into. We’re modern thinkers and believe in working smart and minimising hassles for our clients.

myth number 1 – face to face meetings are essential

Lots of our clients live outside the Wellington region. Many live overseas. So we’re experts at using smart technology.

For those living in Wellington like we do catching up in some of our iconic cafes is a great way to keep up to date with what’s happening in the world of interest rates. But don’t worry if you’re short on time or live elsewhere. Online applications, email, phone, Skype and other gizmos may lack the caffeine hit but they still deliver great results.

myth number 2 – mortgage advisers do home visits and usually meet clients after five

The only people we know who come to your home obligation free are not likely to be tertiary qualified professionals, but salespeople!  We appreciate how important your leisure and family time is (as ours is to us) so most times we don’t need to meet after five or on weekends.

But you can contact us pretty much anytime for a chat and some awesome advice.

myth number 3 – everything mortgage advisers do is free

9 out of 10 times our service is free. When you draw down a new mortgage or take out insurance cover we receive a payment from the loan or insurance provider. But now and then some of our more savvy clients want to leverage off our expertise for out of the box thinking. For example, how to finance and structure complex build projects, developments and subdivisions.

In event that you may require us to work with you for projects where we don’t receive a payment from providers we may charge for our time and professional advice. Any fees will always be agreed in advance and authorised by you in writing.

professional memberships

We’re accredited members of the Professional Advisers Association (PAA) and fully comply with the Association’s Code of Professional and Ethical Conduct. The PAA and its members are committed to ensuring expert knowledge, integrity, competency and service.

regulation and legislation – no cowboys!

The Financial Markets Authority (FMA) requires that registered financial advisers provide clients with a disclosure statement detailing what financial advice they’re qualified to provide and the steps that clients can take should they have a problem, concern or complaint – thankfully this compliance documentation it makes it hard for the cowboys to operate!

Download a Disclosure Statement for Laurie Wills