At The Advice Group
Our Team
Expert advice from top advisers
Stephen Wilton
Financial Adviser-BCOM
NZ Certificate in Financial Services (Level 5)
Residential Property Lending Strand
09 576 2370
0274 584 619
stephen@thetagteam.co.nz
Linkedin
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Stephen is our ‘go to’ numbers guy and is great at providing suitable mortgage solutions to our clients’ different requests. His philosophy is to deliver a quick and efficient service to our clients in a way that involves them but makes it as simple as possible.
He can remember almost everything and has a great relationship with many of our clients, some from last month and some for over 25 years now. Golf is his escape when he is not being “Dad”, but he has way more success with helping clients than golf.
View compliance documents: Here
Michelle Wilton
Financial Adviser
NZ Certificate in Financial Services (Level 5)
Residential Property Lending Strand/Life, Disability & Health Insurance Strand
09 576 2370
0274 366653
michelle@thetagteam.co.nz
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Michelle is the master of both Mortgages and Insurance (and the office).
With over 20 years of experience, Michelle saw the need for both her Moneytree clients and Stephen’s Mortgage Minders clients to have a full advice solution that worked off the back of them being the trusted advisers to both companies.
(TAG) The Advice Group, thanks to Michelle, now provides that to all of our clients. It just made sense and has been a massive success with many happy clients who now have their mortgage and insurance solutions inline and under one roof.
The gym, family and girlfriends are just a few of the things that fill in her time outside of TAG
View compliance documents: Here
Shaun Bay
Financial Adviser
NZ Certificate in Financial Services (Level 5)
Residential Property Lending Strand
09 576 2370
021 146 4744
shaun@thetagteam.co.nz
Linkedin
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Shaun has been a valued member of the Tag team for several years, bringing a wealth of industry experience along with the same high level of client care and professional ethics that our clients have come to expect. Shaun is well and truly part of the Tag family and plays a big role in the friendly, supportive, and down-to-earth culture we’re proud of.
View compliance documents: Here
Leanne Kenny
Business Manager
09 576 2370
021 2803185
leanne@thetagteam.co.nz
Linkedin
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Leanne (aka Lenny) has a wealth of experience in the mortgage and banking industries, with over 15 years working with HSBC, BNZ and, for the better part, looking after clients of TAG (formerly Mortgage Minders & Moneytree).
Our clients love Leanne’s friendly nature and ability to work with them from the beginning of the process to the end, making sure that they feel fully supported, updated, and get the best advice possible.
Leanne has two adult children, is an amazing cook and loves a good glass of wine.
Paulette Lewis
Office Manager
09 576 2370
paulette@thetagteam.co.nz
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Paulette is our person who knows where everything is and how it all works.
She has been part of the team for over 21 years now and knows a lot more than she lets on!!
Local, loyal and a major part of the team, she does a lot to make sure we all have some fun while getting the job done.
Family, friends and “her boys” easily fill in the time outside of her part-time “TAG Team” role.
Robyn Freeman
Adviser Support Coordinator
09 576 2370
robyn@thetagteam.co.nz
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Robyn joined TAG a year ago and has been an absolute game changer ever since. Originally from the UK, she’s the powerhouse behind getting all our systems and processes sorted, making life easier for the whole team. When she’s not keeping us organised, she’s busy being a mum to her two kids.
These days she lives locally and has become an invaluable part of the TAG family.
We’re lucky to have her on board!
Other Professionals
Jo Choat
KiwiSaver Specialist
021 476 322
jochoatfinancialwellbeingcoach@gmail.com
Linkedin
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Jo has been a Financial Adviser for 28 years, she has decided to focus on her passion of Kiwisaver and Financial Literacy,with the intention of educating all New Zealanders to enable individuals to manage their financial futures.
Jo’s approach involves collaborating with a number of Kiwisaver providers to identify which provider and fund best suits the individual.
She is not biased for any one provider which gives her clients confidence in the recommendations she provides. Jo client’s best interests are always at the forefront of her mind. For her it’s all about the client. The numbers she knows but the people she loves.
View compliance documents: Here
Phil Robinson
Insurance Adviser | Financial Adviser
021 313 231
phil@philrobinson.nz
Linkedin
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Phil owns and operates his own independent insurance advice business “Phil Robinson Insurance”. Phil’s experience in the insurance industry and his passion in helping self-employed clients protect their business’s, ensures that as a TAG client we have all bases covered for you. Phil will ensure that your business continues to thrive if challenged with illness or death.
Alfie & Indie
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When you visit us at the office you will be greeted by our receptionists and extremely friendly mascots Alfie and Indie.
They both love people and long walks on the beach, they get a bit vocal when other dogs go past the office, but apart from that, they are quite content to sleep the day away waiting for new visitors to come in and give them a whole lot of attention.
About Us
At The TAG Team, we believe financial advice should be personal, practical, and easy to understand.
We’re a proudly Kiwi-owned mortgage, insurance, and KiwiSaver advisory business helping individuals, families, and business owners across New Zealand make smarter financial decisions with confidence.
Founded by Stephen Wilton and Michelle Wilton, TAG was created after years of experience in banking, lending, and financial services. After successfully running their own businesses — Mortgage Minders and Moneytree Brokers — they joined forces in 2008 to create a more complete advice experience for Kiwi clients.
Since officially launching TAG in 2011, we’ve helped hundreds of New Zealanders with:
- First home purchases
- Mortgage refinancing and restructuring
- Investment lending
- Insurance protection
- Business lending solutions
- And we’ve now added KiwiSaver advice
What makes TAG different is our focus on long-term relationships, not one-off transactions. We take the time to understand your goals, explain things clearly, and help guide you through every stage of your financial journey.
We work with a wide range of lenders and providers to find solutions tailored to your situation — not just what suits a bank’s checklist.
Our approach is simple:
- Honest advice
- Clear communication
- Personal service
- Real relationships
Whether you’re buying your first home, growing your investments, protecting your future or reviewing your financial position, our team is here to help make the process easier, less stressful, and a whole lot more human.
Because great advice is about more than numbers — it’s about people.