I was reluctant to use a broker, however you absolutely over delivered
"Hi Sharon
Now that we are finally settling in to our new home (and building a solid list of repair jobs and improvements) we can relax a little and take time to reflect on the process. I was somewhat reluctant to use a broker after our previous experience with Auckland Home Loans in 2006 where we had to pay late payment penalties after it was discovered that the bank we had received approval from had a policy of not lending more than 80% on duplex apartments. For this transaction both my wife and I were extremely busy and I decided that it was at least worth enquiring after we were unable to secure funding from Kiwibank. I have to admit that after our first meeting I was doubtful that you would be able to deliver what we discussed – however you absolutely over delivered and have transformed my opinion of financial service providers. I give the following reasons for this transformation:
- You understood the complexities of our tax position and worked with our accountant to minimise the paper work for our accounts throughout the process;
- We never played phone tag with you – we always had a backup contact who was aware of all the issues and what we were waiting for, also you were very courteous in asking for permission to contact people on our behalf;
- You provided advice and recommendations that absolutely saved us money and avoided many subsequent issues (I have also provided positive feedback to both ASB and Kiwibank for their efforts in the settlement process which was very much last minute stuff);
- You made clear what we needed to do to assist the process and reminded us and followed up on action points to meet the tight dead-line – this was what saved us a lot of money in penalty payments when complications arose regarding the outdated paperwork we supplied for our family trust.
Thanks again "
Danny and Gaby, Pukaki Creek Limited
I have been referring my clients with glowing reports. I concur completely!
"Dear Sharon, I just wanted to say thank you for sorting out my refinancing. I have now been referring my clients to you for around 2 years and have always had glowing reports about how professional your operation is and just how lovely you and your team are to deal with. Having now been through the same process I can say that I concur completely! Not only that but you dealt with all lenders for me and negotiated a superb interest rate with some very nice extras thrown in. I can now say with even greater confidence that I can and will be thoroughly recommending you and your team to all my Clients, friends and relatives. Thanks again. Warmest regards"
Glenn Carpenter, Homeowner, Property Investor and Co-owner of Ray White Birkenhead
Sharon has more than gone the extra mile
“I will definitely be recommending going to Insight Advice to anyone that asks me about mortgages or finances before going anywhere else. Sharon has more than gone the extra mile and just when I think everything is signed off and sorted they are still there in the background keeping an eye on things to get the best deal for me. Couldn't ask for a better service and knowing that they are there at the end of an email for any questions is great.
You have helped me gain control on my financial situation again and for that I am really grateful!”
K Williams, Auckland
Sharon is definitely an Outstanding Broker
"Million thanks to Sharon for helping us with the purchase of our house. We both are extremely happy despite a few hiccups and unusual circumstance with the earthquake and delays but finally you guys did it and we really appreciate your hard work and effort.
Sharon is definitely an outstanding broker who is always there for us. Thank you so much for your time and all the useful information that you've been given us. Sharon is very professional and gets things done very quickly.
We will definitely recommending you to others. Once again, big thank for all your help and advice. Huge smiles from both of us. Ploy and Joel"
J Yap & P Taechaviphak, Meadowbank
Quality Service, I've Recommended Your Company to Others
"I want you to know that I’m very pleased with the quality of service Sharon provided. I sincerely appreciate your responsiveness and the way you conduct business. I have recommended your company to others because of my satisfaction with your service. I look forward to doing business with you for years to come."
W Mu, First Home Buyer, Hobsonville
Stress-free Experience
“Hi Sharon - Just a quick note to say a huge thank you for your help with the purchase of our new house. We are all moved in and the place looks lovely.
The whole process feels like it has gone extremely smoothly and to be honest hasn’t been the ‘stressful’ experience that most people talk of when they refer to moving and I believe much of that has been down to you and the fact that you were so helpful, efficient and professional.
I will definitely be recommending you to others in the future! Warm regards”
Kate Howard, Homeowner, Birkenhead
It's evident she cares for her clients and their well-being
“Sharon from Insight Advice has been my broker for over ten years: she’s always prompt, professional and extremely proficient. She takes great care in selecting and recommending the right finance for my needs, and it’s evident that she cares for her clients and their well-being. Best of all, Sharon is very friendly and approachable – and although she’s an expert, she’ll explain everything without jargon so that you know exactly what you’re getting. I’d recommend that anyone has a complete finance and insurance review with Insight Advice to make sure all your needs are covered.”
Jennie Giljam, homeowner, property investor and Director of Brand4U
Frequently goes the extra mile to help
“Sharon Main at Insight is fantastic to work with and is always very professional. She’s also very caring with her clients and frequently goes the extra mile to help. It's always a pleasure to do business with Insight Advice.”
Sheryl Holland, Middleton Holland & Associates Limited, Chartered Accountants
Professional, honest and pleasant to deal with
“I have found Sharon to be unfailingly professional, competent, honest, and pleasant to deal with. Sharon has a good rapport with clients, and relates well to a range of people. She also has a good awareness of legal and accounting issues relating to customer’s financial requirements and also has a good rapport with lawyers and accountants to ensure that customers’ financial and taxation issues are addressed. It has always been a pleasure to deal with Sharon and I look forward to working with her in the future.”
Sue Stodart, Sue Stodart Law
Outstanding
"The service I received from Sharon at Insight Advice was outstanding. Not only did I receive excellent advice, she had the knowledge and ability to guide me in the right direction throughout the whole buying process. Nothing was a problem and Insight went out of their way to help. Insight has made buying a property an enjoyable experience."
Ginny Frame, Devonport
Always prompt, professional and keeps you informed
“I can’t say enough about Sharon’s efficiency: she’s always prompt, professional and keeps you informed every step of the way. Sharon from Insight is extremely helpful, and has been so for all of the seven years that she’s been my broker. I highly recommend Insight and their superb customer service.”
Shirley Taylor, Go Holidays Travel Broker, Milford
I can highly recommend Sharon
I can highly recommend Sharon a Mortgage Broker. Over the years Sharon has been there for me and helped me grow my investment portfolio and given me first class service and advice. Her follow up and service are second to none. In today’s tough financial climate you need an experienced Mortgage Broker that knows what they are doing.
Thank you Sharon for all the help and advice you have given to me over the years.
Kind regards,
Stephen Wells, Homeowner, Property Investor and Real Estate Agent for Lochores Real Estate Ltd, Birkenhead.
To the team at Insight Advice,
Thanks so much for your work organising our mortgage for our recent property purchase. As usual we are impressed with the speed and efficiency Sharon worked with to acquire finance for us so we could sign unconditionally by the required date.
We have dealt with Sharon Main over a long period now and have always found her to be very pleasant, efficient and organized in her dealings with us.
We would absolutely recommend Insight Advice to any friends and acquaintances that have mortgage requirements.
Kind Regards,
Jenny and Dave Wrathall
Insight Advice has been tremendous once again. We were under pressure and this was a fairly complex arrangement between the 4 of us purchasing the new Wanaka property. Sharon’s prompt replies, haggling with the banks, and constant support throughout the process gave me a great sense of confidence that we would get there in the end; and we did, under considerable time pressure.
I am immensely grateful for Sharon’s persistence, flexibility and professionalism ever step of the way, even while nursing an injury. I’ll certainly be back again when it comes to remortgaging, and, if we ever expand the holiday rental business once again we’ll be in touch. Of course I won’t hesitate to refer others to Insight Advice.