{"id":77235,"date":"2025-08-18T10:53:16","date_gmt":"2025-08-18T10:53:16","guid":{"rendered":"https:\/\/www.newsbeep.com\/au\/77235\/"},"modified":"2025-08-18T10:53:16","modified_gmt":"2025-08-18T10:53:16","slug":"best-mortgage-advisers-in-new-zealand-top-advisers-2025","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/au\/77235\/","title":{"rendered":"Best Mortgage Advisers in New Zealand | Top Advisers 2025"},"content":{"rendered":"

Jump to winners<\/a> |\u00a0Jump to methodology<\/a><\/p>\n

Trust, service and results: $8.35 billion in home loans settled\u00a0<\/p>\n

New Zealand\u2019s best mortgage advisers have led the way by growing their market share, even in a year marked by affordability constraints, cautious buyers, and tightening lending conditions.\u00a0<\/p>\n

The top performers also had to contend with an overhaul in compliance requirements, lending criteria and disclosure obligations. There was the implementation of the final phase of the Anti-Money Laundering\/Countering Financial Terrorism (AML\/CFT) Act, effective 1 June 2025, further increasing compliance obligations. New risk-rating guidance explicitly requires advisers to assign risk ratings to new customers, maintain records and review or update them as part of the customer\u2019s due diligence.\u00a0<\/p>\n

\u201cIt\u2019s challenging to be a mortgage adviser in this environment, but this is the new \u2018norm\u2019 and advisers must have the agility to navigate the continuous change in a manner that is sustainable,\u201d says Katrina Shanks<\/a>, CEO of ANZIIF. \u201cHeightened competition, including from new entrants and digital platforms, requires advisers to differentiate themselves through service quality, marketing and client relationship management.\u201d\u00a0<\/p>\n

On the ground, the largely manual nature of bank processes continues to drive significant administrative workload, with advisers regularly following up with assessors and stepping in to keep applications moving. In this environment, frequent communication, responsiveness and relationship management have become just as important as structuring the deal itself.\u00a0<\/p>\n

At the same time, mortgage professionals face the ongoing task of educating the public about what they do and why it matters. While adviser usage is increasing, there remains a long way to go in building consumer awareness and trust.\u00a0<\/p>\n

\u201cFar too many Kiwis still don\u2019t understand what mortgage advisers do or the value we offer,\u201d says Leigh Hodgetts<\/a>, country manager of FAMNZ. \u201cThis challenge can only be overcome if the industry works together, and each mortgage adviser can help advance our industry by not only providing great service but also proactively promoting what they do in their community and the advantages to consumers of using their services.\u201d\u00a0<\/p>\n

Ninety-four advisers earned a place in NZ Adviser\u2019s 2025 ranking. Together, they recorded startling figures, settled $8.35 billion in residential loans, representing a 65% increase from 2024, and wrote nearly 16,400 loans, a jump of 79%. These numbers reflect the reach of the top-performing advisers and the part they play at the heart of the country\u2019s mortgage market.\u00a0<\/p>\n

<\/p>\n


\nPatterns and conclusions\u00a0 \n<\/p>\n


\n1. Rapid growth in 2025\u00a0<\/p>\n


\n\t <\/p>\n

Both the total value and the number of loans written by top advisers saw dramatic growth in 2025 compared to previous years.

\n\t\u00a0<\/p>\n


\n\t
\n\t <\/p>\n

The increase is much sharper than the steady growth seen from 2023 to 2024.\u00a0<\/p>\n


\n\t <\/p>\n

\u00a0<\/p>\n

2. Average loan size: stabilising or decreasing\u00a0<\/p>\n


\n\t <\/p>\n

While the total value and number of loans increased, the average loan size did not increase proportionally \u2013 it actually dropped in 2025.\u00a0

\n\t\u00a0<\/p>\n


\n\t
\n\t <\/p>\n

This suggests that the growth in 2025 was driven more by a higher volume of loans rather than larger individual loans.\u00a0

\n\t\u00a0<\/p>\n


\n\t <\/p>\n

3. Possible explanations\u00a0<\/p>\n

\u2022\u00a0 The surge in 2025 could be due to:

\n\u00a0<\/p>\n

\u2022\u00a0 market recovery or boom (e.g., post-pandemic rebound, lower interest rates and government incentives)

\n\u00a0<\/p>\n

\u2022\u00a0 increased activity among first home buyers or those seeking smaller loans

\n\u00a0<\/p>\n

\u2022\u00a0 expansion of top advisers\u2019 client base or improved operational capacity

\n\u00a0<\/p>\n

4. Industry implications\u00a0<\/p>\n


\n\t <\/p>\n

The data indicates a robust and expanding mortgage market in New Zealand, especially in 2025.\u00a0

\n\t\u00a0<\/p>\n


\n\t
\n\t <\/p>\n

Top advisers are handling more clients and more loans, possibly reflecting greater consumer confidence or accessibility in the housing market.\u00a0

\n\t\u00a0<\/p>\n


\n\t
\n\t <\/p>\n

Need to handle higher volumes efficiently, likely investing in technology and process improvements.\u00a0

\n\t\u00a0<\/p>\n


\n\t
\n\t <\/p>\n

The decrease in average loan size in 2025 may point to a broader base of borrowers, including more entry-level or lower-value loans.\u00a0

\n\t\u00a0<\/p>\n


\n\t <\/p>\n


\nThe rise in adviser-led lending points to the growing number of borrowers seeking knowledgeable guidance in a difficult market.\u00a0<\/p>\n

According to FAMNZ\u2019s inaugural Consumer Access to Mortgages 2024 report<\/a>, consumers cited trust and satisfaction as reasons for working with an adviser. Notably, nearly half of the new mortgages in the 12 months to July 2024 were arranged through a mortgage adviser, up from 35% historically.\u00a0<\/p>\n

Other findings included:\u00a0<\/p>\n


\n\t <\/p>\n

59%: mortgage holders spending <30% on repayments\u00a0

\n\t\u00a0<\/p>\n


\n\t
\n\t <\/p>\n

49%: future first-time borrowers planning to use an adviser\u00a0

\n\t\u00a0<\/p>\n


\n\t
\n\t <\/p>\n

80%: clients satisfied with the proprietary channel\u00a0

\n\t\u00a0<\/p>\n


\n\t
\n\t <\/p>\n

87%: clients satisfied with the adviser experience\u00a0

\n\t\u00a0<\/p>\n


\n\t
\n\t <\/p>\n

86%: clients who trust their adviser\u00a0

\n\t\u00a0<\/p>\n


\n\t
\n\t <\/p>\n

35%: new mortgages via advisers (historical average)\u00a0

\n\t\u00a0<\/p>\n


\n\t
\n\t <\/p>\n

46%: new mortgages via advisers (last 12 months to July 2024)\u00a0

\n\t\u00a0<\/p>\n


\n\t <\/p>\n

NZA ranked advisers based on the total value of residential loans they settled between 1 March 2024 and 28 February 2025. Aggregators verified each adviser\u2019s figures, and only those who settled at least $50 million during the period were eligible. The final list celebrates the top performers, ranked by total residential loan value settled.\u00a0<\/p>\n

Shanks adds, \u201cMost mortgage advisers in New Zealand typically settle between $10 million and $30 million a year; hitting that $50 million mark really puts you in a different league. It shows there\u2019s a lot of trust from clients, plus it points to advanced operational skills and a really solid network of referrals.\u201d\u00a0<\/p>\n

Hodgetts agrees, \u201cThis is quite an achievement, as the average settled loan for an adviser sits around $25 million per annum. That would put the adviser in the top 10% in New Zealand.\u201d\u00a0<\/p>\n

The best mortgage advisers\u2019 achievements occurred during a period marked by elevated borrowing costs, subdued credit growth and soft housing demand. The Reserve Bank of New Zealand held the official cash rate at 5.50% through much of 2024, keeping borrowing costs high and limiting new lending activity.\u00a0<\/p>\n

Cotality\u2019s\u00a0data shows national property values fell 5% between February and November 2024, with sales volumes up 9% year over year in November but still 10% below seasonal norms. Buyers had plenty of choice, with more than 30,000 listings in November, 25% above the five-year average and continued to negotiate on their terms as confidence and affordability influenced their decisions.\u00a0<\/p>\n

<\/p>\n

What separates the best advisers from the pack is that they combine technical skill, ethical practice and smart systems with a commitment to client outcomes, according to Hodgetts.\u00a0<\/p>\n

The most successful advisers demonstrate:\u00a0<\/p>\n


\n\t <\/p>\n

leadership grounded in long-term client relationships\u00a0

\n\t\u00a0<\/p>\n


\n\t
\n\t <\/p>\n

strong lender and referral networks\u00a0

\n\t\u00a0<\/p>\n


\n\t
\n\t <\/p>\n

advanced compliance, CRM and digital tools\u00a0

\n\t\u00a0<\/p>\n


\n\t
\n\t <\/p>\n

scalable businesses with effective team support\u00a0

\n\t\u00a0<\/p>\n


\n\t
\n\t <\/p>\n

a future-focused mindset and contribution to industry standards\u00a0

\n\t\u00a0<\/p>\n


\n\t <\/p>\n

As mortgage rates eased later in the year, activity picked up, but the recovery remained modest compared to previous levels.\u00a0<\/p>\n

Hodgetts notes that advisers are managing persistent bank delays, affordability restrictions and changing client expectations by leaning more heavily on technology, alternative lenders and education. \u201cThe adviser channel remains strong and is capturing increased market share and importance,\u201d she says.\u00a0<\/p>\n

Advisers at the top are managing high volumes without sacrificing service quality. Hodgetts says that scale is achieved not by working in isolation, but by building systems around the adviser role. Cotality\u2019s June 2025 report<\/a> puts the value of New Zealand\u2019s residential real estate at $1.64 trillion, making up 43% of household assets. It\u2019s a scale that makes clear why mortgage lending remains central to household wealth and why advisers play such an important role in guiding borrowers through it.\u00a0<\/p>\n

<\/p>\n


\nWhat\u2019s driving results? \n<\/p>\n

\u00a0<\/p>\n


\nPeople, marketing and technology \n<\/p>\n


\nWhen the going gets tough, the best mortgage advisers buckle down and do what they do best. This is what Claire McArthur<\/a> did and ended up doubling her loan settlement volumes compared to the previous year.\u00a0<\/p>\n

Ranked No. 79 on NZA\u2019s Top Advisers 2025 list, the mortgage adviser and owner of the newly rebranded SHARE NZ The Advisory said now the push is on to do it again. \u201cOur mindset was not to worry about what the gloom and doom story was in the market; it was to get out there, focus on what we do well, and make the best of an average situation.\u201d\u00a0<\/p>\n

With a background in residential and commercial lending, McArthur found a niche in the residential market, working with self-employed clients and the small- to medium-sized enterprises that make up the backbone of New Zealand\u2019s economy.\u00a0

\n\u00a0<\/p>\n

<\/p>\n

\"Claire<\/p>\n

\u201cAI is on everyone\u2019s tongue over the last 12\u201324 months. I\u2019ve seen what it has done for our business by taking the time to learn more about it, and I\u2019m on a working group to see how it can work better for our business and our industry\u201d\u00a0

\nClaire McArthurSHARE NZ\u00a0\u2013 The Advisory\u00a0<\/p>\n


\nMcArthur and her Level 5 qualified loan writer, along with her office administrator, also seized the opportunity during a temporary market slump to ramp up their marketing efforts. The thinking was that even if there were a smaller pie of business, the team would take a bigger slice.\u00a0<\/p>\n

\u201cWe also invested in our people and resources,\u201d McArthur adds. \u201cWe trained and upskilled the team, which made a huge difference. As a business owner, I want to share in this success and pass on some of the responsibilities and let others shine.\u201d\u00a0<\/p>\n

Technology has also been a game changer, particularly in the business\u2019s utilisation of Trail CRM, which offers various tools to help run operations more efficiently. \u201cThis all goes back to how we managed to double the business without increasing our people resources,\u201d she explains.\u00a0

\n\u00a0<\/p>\n


\nReferrals and reputation fuel organic growth \n<\/p>\n


\nFor Financing Futures director and mortgage adviser Connor Ward<\/a>, living and working in the small but active Nelson market has brought nothing but opportunities. For the third straight year, Ward cracked NZA\u2019s prestigious list, climbing in rank to No. 28 in 2025.\u00a0<\/p>\n

This achievement is nothing short of extraordinary. In just eight years, Ward has progressed from a support staff member to becoming an adviser in his own right for the last five years, while becoming a co-owner of the predominantly residential-focused business two years ago and shaping it into what it is today.\u00a0<\/p>\n

\u201cI\u2019m the only adviser in our business, but I have eight support staff who help me do what I do,\u201d he explains.\u00a0

\n\u00a0<\/p>\n

<\/p>\n

\"Claire<\/p>\n

\u201cMore people are making the move to deal with advisers rather than directly with banks. I\u2019ve hired several support staff to take work off my shoulders so I can better prioritise my time and handle a higher capacity\u201d\u00a0

\nConnor WardFinancing Futures\u00a0<\/p>\n


\nDespite having a challenging 2024\u201325 personally, which saw Ward and his wife share caregiving duties for their children, one of whom was undergoing medical treatment, he attributes his top performance to organic growth.\u00a0<\/p>\n

\u201cWe\u2019re not doing any advertising; it\u2019s all word of mouth and people saying good things about us,\u201d he notes. \u201cI\u2019ve built good relationships with a lot of different referrers, particularly real estate agents who send business to me because they know I\u2019ll get it done rather than sending it to their in-house finance expert.\u201d\u00a0<\/p>\n

Ward believes the still elevated but falling rate environment has prompted many borrowers to seek advice, requiring him to hire extra staff to help with the increased volume and ensure top-quality service.\u00a0

\n\u00a0<\/p>\n


\nTurning challenges into wins \n<\/p>\n


\nNZA\u2019s Top Advisers 2025 are no strangers to helping clients overcome challenging situations.\u00a0<\/p>\n

Shanks lists the key characteristics and attributes that leading advisers must have:\u00a0<\/p>\n


\n\t <\/p>\n

Great communicators: \u201cKeep things clear and simple, so their client always knows what\u2019s going on.\u201d\u00a0

\n\t\u00a0<\/p>\n


\n\t
\n\t <\/p>\n

Personal touch: \u201cGet to know their clients\u2019 goals, making sure their advice actually fits their situation.\u201d\u00a0

\n\t\u00a0<\/p>\n


\n\t
\n\t <\/p>\n

Expert knowledge: \u201cUp to date with the latest in the market and knows how to find the best deals.\u201d\u00a0

\n\t\u00a0<\/p>\n


\n\t
\n\t <\/p>\n

Value for money: \u201cHelp clients save wherever possible, whether it\u2019s getting a better rate or finding the right lender.\u201d\u00a0

\n\t\u00a0<\/p>\n


\n\t
\n\t <\/p>\n

Making it easy: \u201cHandle the heavy lifting of comparing lenders, sorting paperwork and negotiating terms.\u201d\u00a0

\n\t\u00a0<\/p>\n


\n\t <\/p>\n

\u00a0<\/p>\n


\nThe following examples show how two of the best mortgage advisers tackled complex situations.\u00a0<\/p>\n

\u00a0<\/p>\n


\nA self-employed individual was interested in buying a new property but felt unsure. The client\u2019s industry, linked to construction, had been under pressure for months. On top of that, they were juggling Interest Rate Differential (IRD) debt and several hire purchases and worried about assuming more debt.\u00a0<\/p>\n


\nMcArthur says, \u201cI told them, \u2018Let\u2019s have a good chat; give me all your information. I need you to be transparent with me and tell me what\u2019s going on and how you ended up in this situation.\u201d\u00a0<\/p>\n

McArthur reviewed the client\u2019s full financial picture, spotted major gaps in their accounting, and recommended they work with a new, more proactive professional on the IRD issues. She also helped consolidate their financial position to make repayments more manageable.\u00a0<\/p>\n


\nWith a well-structured plan in place, the client secured the home they wanted and stayed on track with their mortgage repayments.\u00a0<\/p>\n

\u201cSometimes it just takes calling a plumber to fix a plumbing issue or calling a financial adviser to come in and look at your overall position and see if there\u2019s a better way of setting things up for you.\u201d\u00a0<\/p>\n

\u00a0<\/p>\n


\nAn investor\u2019s building society refused to provide further lending. \u201cShe\u2019s very impressive and a single mum who built her own business with a portfolio of seven investment properties,\u201d explains Ward.\u00a0<\/p>\n

Despite her success, the lender turned the client down for additional funds and denied a request for better rates, citing that her situation was too complex and that no other bank would take her on.\u00a0<\/p>\n


\n\u201cIt took a lot of work, but we refinanced her with a great end result,\u201d Ward says. He secured a package that reduced repayments by approximately $7,000 per month, locked in significantly lower interest rates and delivered a $26,000 cash contribution.\u00a0<\/p>\n


\nWard\u2019s work transformed the client\u2019s financial position. \u201cIn any other context, someone giving you $26,000 would be a life-changing amount of money,\u201d he says. More recently, and thanks to a large drop in repayments, he also helped the client secure approval for another $1 million in lending.<\/p>\n


\nHelping clients stay confident\u00a0 \n<\/p>\n


\nMcArthur observes it\u2019s an interesting time in the current economic environment, with rates falling but the cost of living rising. That creates a slight offset for clients, she notes. When clients come to her unsure and worried about repayments, but eager to buy a new home, she focuses on what will make the difference.\u00a0<\/p>\n

\u201cI always take it back and say let\u2019s not worry about the interest rates but look at the actual figures. What are the dollars that are going in and out of your household pot?\u201d she explains. \u201cAnd then, what will that leave them with to do whatever is important?\u201d\u00a0<\/p>\n

McArthur helps clients see the impact on their weekly budget. This approach, she says, helps ease their concerns and gives them confidence to make informed decisions about their next steps.\u00a0<\/p>\n

Ward has observed similar trends and feels the general mood is more positive, but key concerns remain. He notes that many clients see \u201ca lot of light at the end of the tunnel\u201d as interest rates drop and property prices may start to lift again. But beneath that optimism, he says the biggest worry is about whether banks are looking after them.\u00a0<\/p>\n

\u201cOne of the biggest complaints we hear is that the banks have lost their personal touch,\u201d he explains. \u201cThat\u2019s where advisers need to step up. Clients shouldn\u2019t just see us as a place to shop around for a price, but as someone advocating for them in one of the biggest financial decisions of their lives. They deserve to be looked after, get good advice and have a secure future.\u201d\u00a0<\/p>\n

Ward says his focus is on offering what banks often don\u2019t. He cites time, personal service and advice that puts clients\u2019 needs first.<\/p>\n

\u00a0<\/p>\n


\n\t <\/p>\n

2025 saw a major surge in both the total value and number of loans written by NZA\u2019s top mortgage advisers in New Zealand.\u00a0

\n\t\u00a0<\/p>\n


\n\t
\n\t <\/p>\n

Growth in loan volume outpaced growth in average loan size, indicating a shift toward serving more clients or smaller loans.\u00a0

\n\t\u00a0<\/p>\n


\n\t
\n\t <\/p>\n

The data suggests a healthy, expanding mortgage market with increasing participation.\u00a0

\n\t\u00a0<\/p>\n


\n\t
\n\t <\/p>\n

Top advisers are adapting to serve a larger, possibly more diverse, client base.\u00a0<\/p>\n


\n\t <\/p>\n

\u00a0<\/p>\n

Top mortgage advisers are becoming more client-centric, tech-savvy and flexible in response to changing client needs. Their ability to combine digital efficiency with personalised, expert advice is key to thriving in a rapidly evolving market. This adaptability is reflected in the growing number of clients served and the increasing diversity of those clients, as seen in the recent surge in loan volumes and the drop in average loan size.\u00a0

\n\u00a0<\/p>\n

\u00a0<\/p>\n

Top Advisers 2025\u00a0
\n
\n
\n
\n
\n\t2. Cameron Muggeridge

\n\tLoan Market Central
\n\t3. Nathan Miglani

\n\tSquirrel
\n\t4. Matt Evans

\n\tSquirrel
\n\t5. Peter Norris

\n\tOpes Mortgages
\n\t6. Paulette Trotter

\n\tLoan Market Paulette Trotter
\n\t7. Ryan Smuts

\n\tKris Pedersen Mortgages & Insurance
\n\t9. Jen Taylor

\n\tTaylored Mortgages
\n\t10. Jordan Cameron

\n\tTotal Mortgages
\n\t11. Ollie Mellsop

\n\tSquirrel
\n\t12. Michelle Isemonger

\n\tLoan Market
\n\t13. John Bolton

\n\tSquirrel
\n\t15. Adam Clark

\n\tSquirrel
\n\t16. Simon McDonald

\n\tmortgagehq
\n\t17. Malcolm Knight

\n\tAdvice Knight
\n\t19. Rajat Khurana

\n\tAce Mortgages
\n\t20. David Windler

\n\tThe Mortgage Supply Co
\n\t21. Edgar Mahon

\n\tThe Lending Department
\n\t22. Oliver Keogh

\n\tSquirrel
\n\t23. Megin Wilton

\n\tLoan Market
\n\t24. Varun Singla

\n\tTrugood Finance
\n\t25. Ben Mune

\n\tAscend Financial Services
\n\t26. Gus Evans

\n\tOnboard
\n\t27. Nick Berry

\n\tLoan Market Oceanside
\n\t29. Basil Frank

\n\tSquirrel
\n\t30. Khushpreet Sidhu

\n\tGenesis Mortgages
\n\t31. Zirui (Ray) Wang

\n\tmortgagehq
\n\t32. Brenda Murney

\n\tVega Mortgages
\n\t33. Johnny Ang

\n\tThe Mortgage Lab
\n\t34. Satyan Mehra

\n\tiConsult
\n\t36. Phil Caldwell

\n\tCaldwell Mortgage Advice
\n\t37. Anna Savage

\n\tmortgagehq
\n\t38. Brad Luiten

\n\tSquirrel
\n\t39. Glen McLeod

\n\tLink Advisory
\n\t40. Jeff Royle

\n\tiLender Mortgage Brokers
\n\t41. Madhav Bhandari

\n\tBlueprint Finance NZ
\n\t42. James Kingscote

\n\tMike Pero Mortgages
\n\t43. Angela Wanoa

\n\tSquirrel
\n\t45. Peimin Huang

\n\tSquirrel
\n\t46. Emma Wallace

\n\tSquirrel
\n\t47. Noor Dhatt

\n\tBorro Finance
\n\t48. Sanjeev Jangra

\n\tLoan Market
\n\t49. Yan Huang

\n\tmortgagehq
\n\t51. Toby Stanley

\n\tRoost
\n\t52. Eugene Bartsaikin

\n\tTwine Financial Advisers
\n\t53. Aatish Balsara

\n\tSquirrel
\n\t54. Daniel Lipman

\n\tBlueprint Finance
\n\t55. Heather Roney-Kleb

\n\tMortgage Ladies and Co
\n\t56. Kat McInnes

\n\tSquirrel
\n\t57. Sam Burnett

\n\tThe Mortgage Supply Co
\n\t58. Mark Pullar

\n\tRoost
\n\t59. Zebunisso Alimova

\n\tAlimova Finances
\n\t60. Nelson Ford

\n\tSquirrel
\n\t61. Carley Brunning

\n\tSquirrel
\n\t62. Jenny Zhou

\n\tThe Mortgage Centre
\n\t63. Jess Barlow

\n\tThe Mortgage Supply Co
\n\t64. Alex O’Rourke

\n\tTotal Mortgages
\n\t66. Jessica Carr

\n\tSquirrel
\n\t67. Adam Shepherd

\n\tLending Choice
\n\t68. Stevie Wallace

\n\tSquirrel
\n\t69. Dave Williams

\n\tLoan Market
\n\t70. Harry Wang

\n\tTrusted Mortgage Advice
\n\t71. Nick McCorkindale

\n\tSaving Kiwis Financial Solutions
\n\t72. Tina Liu

\n\tSquirrel
\n\t74. Nick Virtue

\n\tSquirrel
\n\t75. Bernie Upton

\n\tSquirrel
\n\t76. Geoff Wilton

\n\tCounties Home Loans
\n\t77. Jason Longo

\n\tBuddy Mortgages and Insurance
\n\t78. Tapere Hewett

\n\tHewett Mortgages
\n\t80. Kyle Moritz

\n\tSquirrel
\n\t81. Ankur Bajaj

\n\tReliable Financial Group
\n\t82. Jui Chun (Daniel) Kuo

\n\tSquirrel
\n\t83. Shayaz Khan

\n\tSRK Financial Services t\/a Loan Market
\n\t84. Thabit Ayoub

\n\tRoost
\n\t85. Sudam Salunke

\n\tSquirrel
\n\t86. Ashley Mitchell

\n\tOnboard Lending
\n\t87. Suzy Williams

\n\tLoan Market
\n\t89. Jordan Mitchell

\n\tSquirrel
\n\t90. Kieran Page

\n\tGetSettled
\n\t91. Dimuthu Liyanage

\n\tTaprobane Finance
\n\t92. Sandeep Maisuriya

\n\tSMIJ Mortgages t\/a Zest Brokers
\n\t93. Jamie Sanderson

\n\tJamie & Co
\n\t94. Jacob Teleiai

\n\tVega Mortgages
\n <\/p>\n

Top Advisers 2025 \u2013 Listing in order\u00a0
\n
\n
\n
\n
\n\t2. Cameron Muggeridge

\n\tLoan Market Central
\n\t3. Nathan Miglani

\n\tSquirrel
\n\t4. Matt Evans

\n\tSquirrel
\n\t5. Peter Norris

\n\tOpes Mortgages
\n\t6. Paulette Trotter

\n\tLoan Market Paulette Trotter
\n\t7. Ryan Smuts

\n\tKris Pedersen Mortgages & Insurance
\n
\n
\n
\n
\n
\n\t9. Jen Taylor

\n\tTaylored Mortgages
\n\t10. Jordan Cameron

\n\tTotal Mortgages
\n\t11. Ollie Mellsop

\n\tSquirrel
\n\t12. Michelle Isemonger

\n\tLoan Market
\n\t13. John Bolton

\n\tSquirrel
\n
\n
\n
\n
\n
\n\t15. Adam Clark

\n\tSquirrel
\n\t16. Simon McDonald

\n\tmortgagehq
\n\t17. Malcolm Knigh

\n\tAdvice Knight
\n
\n
\n
\n
\n
\n\t19. Rajat Khurana

\n\tAce Mortgages
\n\t20. David Windler

\n\tThe Mortgage Supply Co
\n\t21. Edgar Mahon

\n\tThe Lending Department
\n\t22. Oliver Keogh

\n\tSquirrel
\n\t23. Megin Wilton

\n\tLoan Market
\n\t24. Varun Singla

\n\tTrugood Finance
\n\t25. Ben Mune

\n\tAscend Financial Services
\n\t26. Gus Evans

\n\tOnboard
\n\t27. Nick Berry

\n\tLoan Market Oceanside
\n
\n
\n
\n
\n
\n\t29. Basil Frank

\n\tSquirrel
\n\t30. Khushpreet Sidhu

\n\tGenesis Mortgages
\n\t31. Zirui (Ray) Wang

\n\tmortgagehq
\n\t32. Brenda Murney

\n\tVega Mortgages
\n\t33. Johnny Ang

\n\tThe Mortgage Lab
\n\t34. Satyan Mehra

\n\tiConsult
\n
\n
\n
\n
\n
\n\t36. Phil Caldwell

\n\tCaldwell Mortgage Advice
\n\t37. Anna Savage

\n\tmortgagehq
\n\t38. Brad Luiten

\n\tSquirrel
\n\t39. Glen McLeod

\n\tLink Advisory
\n\t40. Jeff Royle

\n\tiLender Mortgage Brokers
\n\t41. Madhav Bhandari

\n\tBlueprint Finance NZ
\n\t42. James Kingscote

\n\tMike Pero Mortgages
\n\t43. Angela Wanoa

\n\tSquirrel
\n
\n
\n
\n
\n
\n\t45. Peimin Huang

\n\tSquirrel
\n\t46. Emma Wallace

\n\tSquirrel
\n\t47. Noor Dhatt

\n\tBorro Finance
\n\t48. Sanjeev Jangra

\n\tLoan Market
\n\t49. Yan Huang

\n\tmortgagehq
\n
\n
\n
\n
\n
\n\t51. Toby Stanley

\n\tRoost
\n\t52. Eugene Bartsaikin

\n\tTwine Financial Advisers
\n\t53. Aatish Balsara

\n\tSquirrel
\n\t54. Daniel Lipman

\n\tBlueprint Finance
\n\t55. Heather Roney-Kleb

\n\tMortgage Ladies and Co
\n\t56. Kat McInnes\u00a0

\n\tSquirrel\u00a0
\n\t57. Sam Burnett

\n\tThe Mortgage Supply Co
\n\t58. Mark Pullar

\n\tRoost
\n\t59. Zebunisso Alimova

\n\tAlimova Finances
\n\t60. Nelson Ford

\n\tSquirrel
\n\t61. Carley Brunning

\n\tSquirrel
\n\t62. Jenny Zhou

\n\tThe Mortgage Centre
\n\t63. Jess Barlow

\n\tThe Mortgage Supply Co
\n\t64. Alex O’Rourke

\n\tTotal Mortgages
\n
\n
\n
\n
\n
\n\t66. Jessica Carr

\n\tSquirrel
\n\t67. Adam Shepherd

\n\tLending Choice
\n\t68. Stevie Wallace

\n\tSquirrel
\n\t69. Dave Williams

\n\tLoan Market
\n\t70. Harry Wang

\n\tTrusted Mortgage Advice
\n\t71. Nick McCorkindale

\n\tSaving Kiwis Financial Solutions
\n\t72. Tina Liu

\n\tSquirrel
\n
\n
\n
\n
\n
\n\t74. Nick Virtue

\n\tSquirrel
\n\t75. Bernie Upton

\n\tSquirrel
\n\t76. Geoff Wilton

\n\tCounties Home Loans
\n\t77. Jason Longo

\n\tBuddy Mortgages and Insurance
\n\t78. Tapere Hewett

\n\tHewett Mortgages
\n
\n
\n
\n
\n
\n\t80. Kyle Moritz

\n\tSquirrel
\n\t81. Ankur Bajaj

\n\tReliable Financial Group
\n\t82. Jui Chun (Daniel) Kuo

\n\tSquirrel
\n\t83. Shayaz Khan

\n\tSRK Financial Services t\/a Loan Market
\n\t84. Thabit Ayoub

\n\tRoost
\n\t85. Sudam Salunke

\n\tSquirrel
\n\t86. Ashley Mitchell

\n\tOnboard Lending
\n\t87. Suzy Williams

\n\tLoan Market
\n
\n
\n
\n
\n
\n\t89. Jordan Mitchell

\n\tSquirrel
\n\t90. Kieran Page

\n\tGetSettled
\n\t91. Dimuthu Liyanage

\n\tTaprobane Finance
\n\t92. Sandeep Maisuriya

\n\tSMIJ Mortgages t\/a Zest Brokers
\n\t93. Jamie Sanderson

\n\tJamie & Co
\n\t94. Jacob Teleiai

\n\tVega Mortgages
\n <\/p>\n

\u00a0<\/p>\n


\nInsights \n<\/p>\n

As part of our editorial process, Key Media\u2019s researchers interviewed the subject matter experts below for their independent analysis of this report and its findings.\u00a0<\/p>\n

\u00a0<\/p>\n

In April, NZ Adviser launched a call for nominations for its ninth annual Top Advisers report. To be ranked alongside New Zealand\u2019s broking elite, advisers had to provide their contact details and the total value of residential loans they settled from 1 March 2024 to 28 February 2025. Advisers were also asked to provide their aggregators\u2019 names and contact details. All of these aggregators were contacted for verification as part of the ranking process, and only fully verified figures were accepted for the final ranking.\u00a0<\/p>\n

To be eligible, entrants must have settled a minimum of $50 million in total residential loans. After reviewing the nominations, the NZA team selected 94 top performers for the 2025 Top Advisers list. The list took into account only residential loans, and the advisers were ranked in order of the highest value of residential loans settled within the specified period.\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"Jump to winners |\u00a0Jump to methodology Trust, service and results: $8.35 billion in home loans settled\u00a0 New Zealand\u2019s…\n","protected":false},"author":2,"featured_media":77236,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[64,63,99,186,184,185],"class_list":{"0":"post-77235","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-personal-finance","8":"tag-au","9":"tag-australia","10":"tag-business","11":"tag-finance","12":"tag-personal-finance","13":"tag-personalfinance"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/77235","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/comments?post=77235"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/77235\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media\/77236"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media?parent=77235"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/categories?post=77235"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/tags?post=77235"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}