MANAGER/ OWNER Mortgage Express & Insurance Express
Kerry Kelly Mortgage Broker of the Year
Kerry prides herself on offering confidential, personalised, fast and friendly service, drawing on her experience in all sides of the mortgage process.
A registered mortgage broker with the New Zealand Professional Advisors Association, Kerry was also a successful estate agent in the UK in the early 1990s. But it was working as a lending manager for a finance company that was the turning point for Kerry. "I had been a manager approving applications," she recalls, "and I realised that my passion was for dealing with people face-to-face. I found that more exciting, helping people by finding a suitable mortgage they understand, rather than just signing off an application." "I talk to clients about lending criteria, the best repayment options and how much they can borrow. We can give them a conditional pre-approval which makes it easier for them to bid at auctions with confidence and avoids stressful bank interviews." Being named New Zealand's top mortgage broker, is testament to Kerry's personal dedication, energy and application. Harcourts is especially proud to be associated with the Mortgage Express Team in New Plymouth. This reflects the very good work done by Kerry and Lisa, Tracey and Paula, her New Plymouth associates. Freephone: 0800 226 226 Fax: 06 759 6952 Mobile: 027 282 1133 Email: kerry.kelly@mortgage-express.co.nz Address: P.O. Box 610, New Plymouth
Mortgage Express
Tracey McEldowney Mortgage Express Mobile Manager Tracey has returned back to the workforce after having her first child Sienna last October. Tracey has a wealth of lending experience having worked in the banking industry for 9 years and for Mortgage Link Taranaki as a Mortgage Broker for 3 years before taking maternity leave. Tracey works for Mortgage-Express New Plymouth part time on a Monday and a Friday. And she says… "The thing I love the most about being a mortgage broker is being able to help people realize their dreams of owning their own home, helping them through the process and making it as easy as possible". Tracey looks forward to helping you into that dream home!!
Freephone: 0800 226 226 Phone: 06 759 9160 Fax: 06 758 1528 Mobile: 027 255 9023 Email: tracey.mc@mortgage-express.co.nz
Lisa Weston Loan Writer Lisa joined Mortgage Express in 2007, fresh from working in Real Estate. She still holds her Real Estate certificate, which means she can assist you with any queries you may have relating to the property purchase process. Passionate about first home buyers, Lisa particularly enjoys helping people in their first steps to home ownership. A rental investor herself, she is keen to assist people looking to grow a rental portfolio. Always offering friendly and empathetic service, Lisa is proud to be part of the team at Mortgage Express.
Freephone: 0800 226 226 Fax: 06 759 6952 Mobile: 027 280 8798 Email: lisa.weston@mortgage-express.co.nz Address: P.O. Box 610, New Plymouth
INSURANCE Express
Paula Harvey Insurance Advisor How would your family cope financially if the worst were to happen?
My ambition is to make sure that you have money when you need it most. I can help you achieve this by creating financial solutions to suit your needs. It is really important to make sure that your family can still enjoy the lifestyle they have now, without unnecessary financial hardships. I have always had a passion for working with people. After 18 years involvement in the banking, mortgage, insurance and financial services industry, I am really looking forward to helping you and your family secure financial wellbeing. Our insurance and financial requirements change as our life changes. I've found with many clients that often their insurance policies no longer suited their requirements. Or worse, come claim time, due to changes in their circumstances they would not get paid. You need to see me to review your insurances and ensure your needs are covered. Call me for a free, no obligation, financial health check! New Plymouth, Taranaki Freephone: 0800 226 226 Mobile: 027 432 2764 Fax: 06 759 6952 Email: paula.harvey@insurance-express.co.nz Address: PO Box 610, New Plymouth | | An important Choice When using Mortgage Express, you are using a group of people who are all working together to help their customers have a choice in their future. Vision - To be the broker of choice
- to be the leading Broker firm in New Zealand
- To be recognised for our professional and superior level of training, support and service to all our people
- For our people to set the benchmark for ethics, integrety, professional advice and the care they show to their customers
Mission - To provide professional, quality advice and support to all our people by taking the time to understand them and their needs
- To put people first in all our interactions and attempt to resolve any issues at the first point of contact
- To help our people to grow their business, by providing business oppurtunities, state of the art tools and matching their needs with sound professional advice
- To have our people and our customers as our strongest advocates
Values - To act with integrity at all times
- To provide a professional level of service
- To put people first
- To celebrate our successes and learn from our mistakes
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