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About Us

Frank  O’Neill – Mortgages & Risk Insurance

Frank who is a registered financial adviser has been in the Financial Services industry for nearly 30 years.
After 10 years in the insurance business and many years in investment services , Frank has spent the last 10 years in property and finance.

Starting off with a mortgage group in the Lower  Hutt, Frank now has his own mortgage business and specialises in helping property investors. This started by holding property investment seminars for 3 different real estate companies in the Wellington region.

As well as finding finance for investors, Frank also went out into the market to help them find property.As a result of this he has developed an expertise in the Wellington property market as well as in financing property transactions.

Recently  Frank has helped many property investors and still works with purchasers of all types.

What we do

I am a registered Financial Adviser who specialises in providing advice and transactional solutions for clients in the areas of Mortgages & Risk Insurance services.

Experience and Qualifications

I have been in the financial services industry for over 25 years (mainly insurance and investments) and started mortgage broking in 2005. Since then I have had experience in all types of lending including first home buyers, construction loans, refinancing, investment property and business and development funding. My specialty area is investment property loans and I own investment property myself.

Insurance

For your protection, I maintain a Professional Indemnity Insurance Policy of no less than $1 million (maximum cover $1 million per claim) via the Allied Kiwi group scheme. In proven cases this protects my clients from financial loss due to fraud, gross negligence, gross misrepresentation etc (if perpetrated by me).This policy is currently held with NZI.

 Product Providers

I am an accredited Adviser with the following companies and recommend the solution that I feel best fits the customer’s requirements and needs.

Mortgage Providers

ANZ, ASB, General Finance, Liberty Financial, NBNZ, Sovereign, the Co-Operative Bank and Westpac.

Risk Insurance Providers

Asteron, Fidelity Life, Partners Life and nib.

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