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