Client Stories & Testimonials

Hear from real people about their experiences with financial planners Brett Sargent & Warrick Wong

“Brett and Warrick from Windsor Wealth Management were great to work with. Helping us to find the best mortgage for us, they took the time to talk to us and find out what our goals and our long term financial plans were. This was our first property purchase and mortgage agreement and they were incredibly helpful (and patient!) with all of our questions. We feel confident we got the best mortgage for our needs and situation and highly recommend Windsor Wealth. They are very professional and responsive - even available during evenings and weekends if we needed to speak to them. It really doesn't feel like a business - more like a team of trusted friends.”

JESS WINCHESTER

“We are so so grateful to Warrick and Brett for their help in purchasing our home! Warrick kept his hand on the pulse for us throughout the whole process, from pre-approval, through the ups and downs of searching for a house in a tough market, and all the way to the settlement day and beyond. He was very proactive in his approach and extremely reliable, checking in with us and providing regular updates. Above all, Warrick has been so nice to deal with and was more than happy to answer any questions we had. We really enjoyed working with him and the support he provided us throughout the process was awesome! It's obvious that the team at Windsor Wealth love what they do and we look forward to working with them for many years to come. We cannot recommend them highly enough!!”

ASIA DRUZBICKA

“Brett and Warrick provided us with the most wonderful service when we bought our first NZ home as visa holders last year. They made the process so easy and they were super helpful, particularly when it got tricky.
Nothing was too much for these guys and the communication between us and them was second to none.
I cannot recommend Windsor Wealth highly enough. Their knowledge of the industry is incredible and they are there to help buyers.
We 100% recommend these guys and will certainly continue to use their services!”

SARAH RAMAGE

“Coming from the UK and new to the NZ mortgage process and housing market we needed a lot of hand holding! Brett and Warrick were responsive, shared their knowledge and expertise freely, and quickly secured us a mortgage with very few conditions – seeing the process through from start to finish. I’d highly recommend them.”

TRACEY FINCH

“I have now used Brett and his team for 5 years when moving from the UK to New Zealand. I’ve found Brett easy to work with and helps me understand all the aspects when deciding on my insurance and home loan. I feel lucky to of found Brett as it’s always a daunting challenge finding the right honest guy to disclose your financial background and personal circumstances to.

Thank you for great service!”

ADAM LUDLAM

 "Ian and I would like to thank you immensely for all the help and professional financial advice given to us over the past few months. With your help you made the process of transferring our UK pension funds very easy and stress free, which enabled us to purchase our first piece of New Zealand, and our forever dream home. Cannot recommend Brett highly enough to anyone looking for financial advice, a true gentleman and genuine person."

MARGARET JOHNSTON

"Brett's help and guidance since emigrating over to New Zealand last year has been invaluable. His professional and friendly approach gave us great confidence in his service. His clear and jargon free explanations and guidance across a whole range of financial needs is first class."

ROB HART

“Thanks to a heads-ups from Brett re mortgage wars, we were able to save $30k and take 3 years off our loan term with a quick phone call to the bank. I have found Brett to be extremely helpful and pro-active. Thanks Brett!”

ANDREW JANEY

"Brett takes a really holistic and balanced approach with his recommendations which was really refreshing to see. I felt he took the time to consider all aspects of my finances when making his suggestions and appreciated how simple he made everything seem. Look forward to working with him again."

MELISSA ARMSTRONG

“Brett was very easy to work with. He has excellent knowledge and doesn’t have a pushy personality which makes it feel like he is having your best interests at heart. I found him very trustworthy and wouldn't hesitate to recommend him to anyone looking for financial advice.”

BEVAN EBETT

"We recently emigrated to New Zealand and Brett has been a fantastic source of information and advice. Very friendly, professional and trusted I would not hesitate to recommend Brett to anyone who needs sound financial guidance without confusing jargon. Thanks for all your help - now and in the future."

ROB HART

"I have had the pleasure of dealing on an almost weekly - sometimes daily! - basis with Brett for the past six months while we navigated the lengthy process of updating our 19-year old life and health insurance portfolio. Throughout the entire time, Brett was unfailingly good-humoured and patient, offering sound, unbiased advice on the options available to us. His knowledge and expertise in financial matters is extensive and it is this broad perspective, combined with his genuine customer focus, that makes him an exceptional financial advisor. I look forward to dealing with him for years to come. Thanks, Brett! "

SUE HOWLETT

“Brett has been an absolute hero for us. He managed to help us get a mortgage (on a very tight deadline) and subsequently he has helped us with other insurances. He is always good in understanding our specific needs and provides very helpful advice. He will be someone we continue to use!”

JANA HART

“Brett was the only broker who took his time to get to know ME and my situation and he adapted SOO well to my constant nagging. He was always professional honest and easy to understand.

I appreciated Brett’s open discussions and frank and free advice, however hard it might be to hear, his delivery is kind and caring. He offered fantastic ways to achieve my home ownership and thankfully I had followed BFI so was well on my way!

Thanks for WWM I was able to my own little slice of paradise with ease and little stress! I highly recommend Brett and his amazing team! He ALWAYS finds the time to reply/chat.”

HEIDI WILLIAMS