Steve – Technical Support Analyst

I would highly recommend Alan Borthwick of Dux financial for Mortgage, insurance and Kiwisaver services.

When I first met Alan I was recently separated with my finances in tatters, I needed a house for myself and my children and being alone I now had to review all of my financial assets and strategies so as provide for my children both now and in the event something should happen to me. And all when I was not in the best of head spaces to want to be thinking about insurances, mortgages, retirement saving etc.

Alan has a very calm and reassuring competent air about him but most importantly he listens, he is very thorough in finding out what it is that is important to you (and what is not) then tailoring a financial strategy that achieves your goals and most importantly is financially attainable. Alan organized a mortgage for me with very tight time frames when my prearranged mortgage fell through at the last moment and he kept me informed throughout the process which is very appreciated at such a stressful time.

And then when I was ready Alan helped me devise a superannuation strategy to fit in with my budget and the need to address my depleted retirement savings.

I find Alan very personable as well as professional giving the confidence you need when entrusting someone to advise you on your finances.