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About Us

 

Kapiti Finance Services Limited originated in December 2006. My vision is simple – provide clients with outstanding service, backed up with reliable informed advice.

To hear what some of my clients have to say, see my Testimonial page.

A bit of background about me – I have worked as a Mortgage Advisor for 2 years.

Prior to this I worked in the banking industry for approximately 10 years in a range of roles, including Branch Manager and Personal Banker.

Due to my banking background, I have excellent first hand knowledge of what is required to obtain a home loan and extensive knowledge of personal risk insurance products.

I am passionate about helping my clients find the best solution for their personal situation – whether it be a plan to help them towards buying their first home, guiding them through the lending process, assisting with debt reduction or organising a personal risk insurance plan.

I have access to a wide range of Lenders including – ANZ, ASB Bank, Avanti Finance, GE Finance, General Finance, The National Bank, NZF, Westpac, Liberty Financial, Presto Mortgages, Sentinel, Sovereign Home Loans, United Home Loans.

Insurance companies I deal with are – AIG, AMP, Asteron, ING Life, Fidelity, Sovereign and TOWER Health and Life.

Thanks for visiting!

Lisa O’Neill
Director
Kapiti Finance Services Limited

 

What our customers say...