Empower your financial journey: free resources, experts insights and online security

29 August, 20238 November, 2023

happy home owners

Explore a wealth of resources to empower your financial journey and pave the way to home ownership success.

Sorted.org.nz provides free, impartial information and calculators to help you make plans and manage your money throughout your life.
Discover the RBNZ Education Hub – Your Ultimate Guide to Understanding Inflation, Monetary Policy, and the Economy, and RBNZ’s Role and History – For Communities, Schools, and the General Public.
Your bank has budgeting tools and range of calculators to help you plan your budget and improve financial wellbeing.
Podcasts (Apple and Spotify) from experts can provide ideas and strategies for being smart with money. Good examples include Cooking the Books with Frances Cook and Your Money with Mary Holm.
Check your credit score and credit report with Credit Simple, Centrix, Equifax or Illion.
Find a lawyer through the New Zealand Law Society.
Finding a property inspector through the NZ Institute of Building Inspectors.
Explore home buying support from Kāinga Ora.
Find out about KiwiSaver.
Learn about the bright-line property rules for property investment.
Take steps to report an online scam. Cyber security problem
Find out how to stay safe online, to avoid scams and fraud.

“This is an exceptional level of service”

I was very sceptical of going to a mortgage broker, and always dealt with the bank directly. I was really impressed with knowledge, her broaden perspective, and thought-provoking questions that may me rethink of the way I structure my home loan to consider offset future risks and savings in a long run. This is an exceptional level of service that I have not experienced from the Bank in the past.

I highly recommend Luna for her warm and professional care throughout the refinance process. She made the whole process hassle free, and kept us informed every step. She’s well connected in the industry, and has always been so proactive in following up on our behalf. I’d highly recommend Luna for your next home you’re thinking to purchase, or you have an existing home loan that you just need a second option.

Jing Y

“Our home buying experience was smooth and successful”

Luna was an invaluable guide throughout our home buying journey. Her caring, relaxed, and straightforward approach made everything easy to follow. She’s a great listener, always finding solutions, and knowledgeable. From getting loan approval, discussing ways to structure our loan, until house settlement, she was with us every step of the way. Luna’s seamless mix of virtual and in-person interactions made the process not only effective but enjoyable. Thanks to her caring expertise, our home buying experience was smooth and successful. Highly recommended.

Bianca & Sam

“What truly sets her apart is her honesty and commitment”

Contacting Luna before purchasing land and building our dream home was a game-changer. Her ability to explain complex financial matters in a straightforward way was impressive. One valuable piece of advice was to secure both land and future build loan indicative approvals, give us peace of mind about the ability to borrow and build our dream home with confidence. Her knowledge and experience made her a reliable and trusted advisor throughout the process. But what truly sets her apart is her honesty and commitment to finding answers promptly. We felt we could entrust everything to her, and she delivered. Highly recommended.

Tony

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