Ungaro&Co

What Makes Us Different?

April 23rd, 2009

What makes us different from your Bank???

• We understand who you are, where you have come from and where you want to go
• A bank is great at talking interest rates – and while this can save you thousands…
• We help you discover what the most appropriate loan structures are – this can save you hundreds of thousands!
• We are a constant point of contact. Have you ever had a really great personal banker only to discover that 6 months later they have moved on? We take the time to get to know you, so we can help you better, next time around
• We are currently working to become an authorised financial adviser according to new government legislation coming into effect from next year.

How using a Mortgage Adviser will work for you

A mortgage adviser is like an interface with you and your chosen lender –Dealing with us does not mean you have to change banks, as most likely, we are working with your bank already. So why deal with us??

• our advice is independent of your bank
• we are able to give you multiple choices
• we are on your side!

What makes us different from other mortgage advisers???

Every mortgage adviser specializes in certain types of clients, and we are no different - Here’s our target market:

• Professional, busy people – experts in their field who realize the need for experts in the field of finance
• Returning Kiwis – recently returned from an OE? Professionally qualified but no jobs yet? Talk to us!
• Property investors – We work with your current accountant to devise the most tax efficient home loan structure for you
• Mums and Dads – people who generally know they can get the money, but value the advice that we provide

Simply put, the difference is in the process that we take you through – not the product that we sell you. The lowest cost home loan is not something that comes in a box with a cheap interest rate – our advice is custom made, designed to fit around your circumstances.