Book An Adviser

Tailored advice & planning

Our qualified Financial Advisers do the heavy lifting applying, structuring and securing mortgages, and help our clients create wealth through strategic investment in property.

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Why work with a Financial Adviser?

Our services are designed so that anyone at any point in their property journey can come to us for advice – whether you are starting out with your first purchase, a homeowner with equity ready to invest, or planning for your retirement.

Benefits of working with a Financial Adviser include:

  • Personalised advice to achieve your financial goals.
  • Access to Residential lending
  • Property Investment advice
  • Property Investment and retirement plans

It all starts with a Discovery Meeting. 

We take each client through our Foundation to Wealth Creation process and tailor advice based on their individual goals and financial position. 

Plan

Define and understand your goals and objectives

Advice

Make informed decisions on how you could achieve your financial goals

Borrow

Understand your borrowing capacity and apply for lending

Protect

Protect yourself and your valuable assets

Purchase

Find the right property to buy – Exisiting, New Build and Investment?

Leverage

Understand how you could use home equity to grow your wealth

Grow

Design your ongoing plan to wealth creation

Ready to talk through your options with an Adviser?

We have a team of experienced Advisers available to help you navigate your financial journey to
wealth creation through strategic investment in property.

Get In Touch

Call the team now
(09) 361 0050

Our qualified team of Financial Advisers can help you navigate your financial situation and achieve your goals.

4.9 Star Rating with 83 Google Reviews

★★★★★
Lucy was awesome, she followed up on everything we needed and helped recommend usstuff that genuinely applied to our needs. Highly recommend.Lucy was awesome, she followed up on everything we needed and helped recommend usstuff that genuinely applied to our needs. Highly recommend.
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Josh H
★★★★★
We recently worked with Lucy ... to complete a full review and update of our Insurances. Lucy went above and beyond to find a solution that truly met our needs -and was always happy to answer any questions we had -no matter how big or small. Thanks for making this process so seamless and easy Lucy! We look forward to working with you and the team further in the future.
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Lisa L
★★★★★
...Exceeded our expectations, they are an amazing group to work with! We had the pleasure of working with them for our mortgage and insurances. Would highly recommend them.
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Michelle P
★★★★★
Lucy explained the different policy options very clearly, and helped work outthe most suitable insurance package for us. Thanks team!
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Danny N
★★★★★
Lucy is an insurance wizz-she really made the process as quick and painless as possible! Lucy is thorough and looked after us by going above and beyond to get us covered. Couldn’t recommend her more.
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Robert H
★★★★★
My latest interaction was with Lucy Woodruffe; she made the insurance process all so easy. From comparing current policies to making recommendations and being thorough in her explanations.... definitely one to consider if you are looking for Mortgages or Insurance advice.
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Steve S
★★★★★
Best decision ever! Having a Broker means that you don't have to deal directly with the Insurance Company (most of the time hard to reach and a pain!). Also, they have a lot of information and different options available, so you are most likely to get a better deal (in terms of money and coverage). Dealing with Lucy... was so straightforward and easy. She has a very friendly approach and made sure to understand my personal needs. The process was friendly, but also very professional, as they give you detailed written recommendations...I would highly recommend them to anyone.
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Pilar U
★★★★★
The team at Properli have been amazing at helping us secure our first home loan. Incredibly efficient and helpful. Would 100% recommend. Massive shout out to Lisa who was our Adviser - great advice, very organised and helpful.
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Shaun O
★★★★★
Properli came highly recommended by a friend. Lisa and the team have been fantastic helping me get on the property ladder. Their knowledgeable staff will go above and beyond to guide you through the whole process from beginning to end. Hoping to get their advice again in the future!
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Eukeni U
★★★★★
My experience was exceptional. They understood that it was my first time purchasing a home and therefore helped me through the necessary steps required to compete the process. They were very organised and clear with instructions or recommendations at all times and always had my best interest at heart. I would go no further then using Properli as my Financial Advisor again and can not recommend them enough.
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Joey F
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Get in touch

Request a FREE No Obligation Call back with our experienced Adviser Associate, and we can chat through your current situation and discuss how a Financial Adviser can help you. 

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Get in touch - (09) 361 0050

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2 Princes Street, Auckland CBD 1010

09 361 0050

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