Expert Finance is a top-leading financial advisory firm offering a trusted partnership to its customers’ financial journey. The company sits at Suite E3, 123 Ormiston Road, Flat Bush, Auckland 2019, and helps clients navigate the complexities of finance to make the path smoother and more predictable. The firm has a decade of experience, providing personalised solutions to help clients achieve their financial goals.
Anand Kumar is the Director of Expert Finance and a highly qualified financial expert with a Master’s in Finance, Marketing, and Taxation and Level 5 in Financial Advice. He leads a team of professionals who are committed to helping clients secure the right mortgage, insurance, and other respective financial solutions according to their needs.
Services Offered
- Mortgage Advisory: Expert Finance’s tailored advice in charting the mortgage landscape proves beneficial as clients secure favourable terms for home purchases.
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- First Home Loans: The firm specialises in first-time homebuyer support and offers guidance on loan options, eligibility criteria and the application process to make homeownership accessible.
- Property Investment: The experts provide strategic advice for property investors including market analysis and financing options to maximise investment returns.
- Business Loans: Clients have access to thorough assistance with loan structuring and securing funds for growth and operations for their businesses.
- Loan Restructuring: Expert Finance helps its customers to optimise existing loan arrangements by potentially reducing interest costs and improving financial stability.
- Debt Consolidation: The firm's excellent strategies consolidate multiple debts into a single manageable payment, simplifying finances and lowering interest rates.
- Life Insurance: Expert Finance’s life insurance solutions protect clients' financial futures allowing individuals to have better peace of mind.Insurance: Expert Finance plays a crucial role in protecting the financial well-being of its clients by bringing custom insurance solutions to safeguard individuals and families and providing financial stability in different circumstances.
- Life Insurance: Expert Finance provides financial security by offering a lump sum or monthly payment if the insured passes away or is diagnosed with a terminal illness. It helps the clients to choose a policy that covers debts and supports dependents.
- Trauma Insurance: This coverage renders a lump sum payment upon diagnosis of a serious medical condition. The clients get help with covering medical expenses, rehabilitation costs, and other financial obligations during recovery.
- Income Protection Insurance: Expert Finance’s income protection insurance ensures that individuals continue receiving regular payments if they are unable to work due to illness or injury and allows them to maintain their lifestyle and meet essential expenses.
- Total and Permanent Disability (TPD) Insurance: The firm offers TPD insurance for individuals suffering from disabilities that prevent them from returning to work. Clients get assistance in choosing the right coverage for medical care, home modifications and long-term financial stability under this insurance.
- Health & Medical Insurance: Expert Finance also offers health insurance that provides access to quality medical care including hospital stays, doctor visits surgeries, prescription medications, and other medical expenses.
Searching for an expert advisor? Expert Finance is the go-to financial ally that offers support and expertise at every step of the way. Its personalised guidance and effective client-centric services emphasise the company’s expertise and contributions. Get exciting deals and coupons on their offerings and services, for further details, contact:
- Phone: 09-2176765
- Location: Suite E3, 123 Ormiston Road, Flat Bush, Auckland 2019
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