Hear from real People About their experiences with
Financial planner & mortgage expert, Brett sargent
"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."
"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."
“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!”
"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."
“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.”
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"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."
"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!
“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!”