At The Advice Group

We provide simple
mortgage and insurance advice
that matches your goals and
creates certainty

Expert advice from top advisers

Our Services

Navigate Your Choices With Confidence

We will provide you the information you need in a simple to understand way, together we can make an informed decision as to what is the best for you and your family

Mortgage

We can simply and quickly let you know what you need to know, giving you instant answers to your big questions. Then we will explain the process and work through those steps to get it all sorted for you

Insurance

Without using industry jargon, we can talk to you about your “Plan B”, it’s an extremely important part of creating financial certainty in the event of the unexpected

Other Services

We will help wherever we can, in whatever area you need us to. We have built the business on a pay it forward basis, if we don’t specialise in the service you need, we can certainly point you in the right direction

Learn More

Secure Your Financial Freedom

Dedicated Financial Advice

We create a friendly, casual atmosphere so our clients feel right at home being a part of our TAG family.

Our financial advisers act in your best interests at all times and offer impartial advice on the most suitable banks, non-bank lenders, or insurance companies to suit your needs and future goals. We work hard to help you achieve your goals, whether this be to purchase a new home or investment, refinance or restructure your existing lending, or recommend and implement suitable insurance protection.

Get On The Way

Are you on track for
a comfortable retirement?

Many Kiwis rely on Kiwisaver as a large part of their retirement plan, but many of us never review our provider or fund. This means it’s more important than ever to make sure you’re getting the best you can out of your Kiwisaver fund
and making sure your hard earned dollars are building towards a better retirement.

Cick the link below to book a call from our Kiwisaver provider partners at NZ Funds.

Click here to book a call

Kiwisaver customer info form

Business Funding Solutions

Flexible Funding To Suit Your Business Needs

Need funds for an opportunity or to support cash flow? Enjoy fast, easy application on a Small Business Loan or a Line of Credit, with funding possible in 24 hours.

Click here for quick business loans

Testimonials

Hear from Our Satisfied Clients

We care about helping you achieve your goals, whether it’s taking out a mortgage, finding suitable insurance protection, or restructuring existing mortgages.”

Sarah

Kasthuri Medicals

I was lost in the investment application process until I found TAG. Their guidance made all the difference, and I got into my dream school!

Marion

Tag had been personally recommended to us by our solicitor and we have no regrets at all. “Smooth, easy, and very informative”. Dealing with tag was so smooth and easy , that we never had to worry about our finance documentation. also, communication was exceptional! They have been very clear and informative in explaining the loan structure that was recommended for our situation. Huge thanks to Tag team especially to michelle and Leanne. Would highly recommend!

David

We had dreamed of a family batch for a while but didn’t think it was possible until we both said “Let’s try Stephen and the team and see what they can do for us”. Well last weekend we went down to our new land and celebrated with our family, while pegging out just where we are going to place our family batch!! A huge thank you to the Tag team for all the hard work that you put in for us. We have been lucky enough to have contact with Leanne, Paulette and Stephen over the years and each team member puts in 100%. We are so lucky that you do the difficult work while we just provide you with that you ask for. Thank you all for batting for us once again.

Fernando

The team at TAG were awesome to work with, we had heard horror stories from friends about their brokers but we feel blessed to have found Leanne and Stephen they made the whole process easy and painless and were always willing to give us advice. Can recommend them enough. Thanks for everything guys.

We provide simplemortgage and insurance advicethat matches your goals andcreates certainty