Helping your wealth grow!
We are dedicated to providing expert mortgage and insurance brokerage services that go beyond the transactional level. Our unwavering commitment is to help our clients cultivate their wealth, nurture their financial growth, and ensure their long-term security. Disclosure
At Moneyplant, our success is measured by the success of our clients.
Mortgage Services
For us, it’s about going beyond the transaction. We provide tailored mortgage services designed around your unique financial situation. By setting up the right loan structure from day one, we help you manage your long-term repayments and pay off your home sooner so you can achieve financial freedom faster.
First Home Buyers
Buying your first home is an exciting milestone, and we’re here to guide you through the process. We help first-time buyers navigate the complexities of obtaining a mortgage, offering expert advice on down payments, government schemes, and securing favorable financing options.
New Purchase
Whether you’re upgrading to a larger home or downsizing to a more suitable property, we assist you in securing a mortgage for your new purchase. We evaluates your financial situation, identifies suitable lenders, and helps you choose a mortgage that aligns with your budget and goals.
Investment Property
Investing in real estate can be a lucrative venture, and we provide specialized support for financing investment properties. We analyze the potential returns, offer expert advice on mortgage options, and help you secure financing that maximizes your investment potential.
Refinance
If you’re looking to optimize your mortgage, reduce interest rates, or access equity in your home, our refinance services can help. We assess your current mortgage terms, evaluate market conditions, and guide you through the refinance process to achieve your financial objectives.
Refix
As your existing mortgage term nears its end, We can assist you in finding the best refix options available. We evaluate current market rates, negotiate with lenders, and help you choose a refix term that aligns with your financial goals and preferences.
Construction Loan
Building your dream home requires specialized financing, and our team has expertise in securing construction loans. We work closely with lenders who offer flexible construction financing options, ensuring seamless financing throughout the building process.
Insurance Services
At Moneyplant, we view insurance as your financial safety net. We design your plan around your long-term goals by focusing on three core principles:
Affordable Premiums: Keeping your current costs down so you can channel funds into growing your wealth.
Long-Term Reduction: As your assets grow, we help you safely scale back your overall insurance over time.
Long term goals: With insurance in place, are you still able to achieve your financial goals, if not, let’s rework.
Life Insurance
Life insurance is a crucial component of any comprehensive financial plan. We help you navigate the options and select the right life insurance coverage to provide financial security for your family in the event of your passing. We considers your unique needs, future goals, and budget to recommend suitable life insurance policies.
Trauma Insurance
Trauma insurance, also known as critical illness insurance, provides a lump sum payment if you’re diagnosed with a covered critical illness. We help you understand the available options and customize trauma insurance coverage to protect you against a range of specified critical conditions.
Income & Mortgage Protection
Income protection insurance safeguards your income in case you’re unable to work due to illness, injury, or disability. We analyze your occupation, income, and financial obligations to recommend income protection coverage that offers a replacement income during such unforeseen circumstances.
Health / Medical Insurance
Health insurance is essential for ensuring access to quality medical care. We guide you through the selection process, considering your healthcare needs, budget, and preferred coverage level. We helps you choose a health insurance policy that provides comprehensive coverage and peace of mind.
Total and Permanent Disability (TPD) Insurance
Total and Permanent Disability insurance offers financial protection if you suffer a permanent disability that prevents you from working. We help you understand the coverage options and select a TPD insurance policy that safeguards your financial future.
KiwiSaver Services
KiwiSaver is one the most powerful wealth building tools we have access to and is often our second biggest asset after our own homes, yet we don’t believe it gets as much attention as it actually deserves.
First Home Withdrawal
If you are looking at purchasing your first home, your KiwiSaver can play a massive part in getting you there. We'll work with your goal, timeframe and estimated purchase price and advise and assist in setting up your KiwiSaver to help achieve your goals, on time.
Retirement Planning
After your home purchase, KiwiSaver's job isn't done! Seeing your balance reduce after your first home can be discouraging but it isnt the end of the road. We work with you to establish the right KiwiSaver set-up to get you on track to retirement
We work with NZ’s most renowned lenders, Insurance and KiwiSaver Providers
See what our clients have to say
Why Choose to work with us
Team of professionals
With a team of experienced professionals and a vast network of trusted lenders and insurance providers, we offer a wealth of knowledge and access to a diverse range of options.
Tailored Solutions
We understand that every client’s financial journey is unique, which is why we take a personalized approach to deliver tailored solutions that align with their goals and aspirations.
We work for clients
At Money Plant, our success is measured by the success of our clients. We strive to be more than just brokers; we aim to be trusted partners on their financial journey.