making your dreams real

Hi. My name is Preeti Prasad and I've lived in New Zealand for nearly 30 years. During much of this time, I've worked in the banking and finance industry, gaining significant insight into what our everyday Kiwi needs. I've worked at Westpac, National Bank and ANZ. And now, I've decided to move to the other side of the fence and focusing on working closer with our customers as a Mortgage Broker and a Financial Adviser. 

In these capacities, I have had the genuine pleasure of helping people make their dreams a reality, whether that involves buying their first home, securing an investment property, or launching a new business. I take pride in navigating clients through the labyrinth of financial decisions that must be made along the way. I am a certified Financial Adviser, which means I am licensed to advise people on how to make their individual situations work better in their favor. I focus chiefly on helping people with the kind of monumental decisions that involve either a lot of money or a long-term commitment, or both like the decision to buy a home instead of renting one, or to refinance when they already own their home.

Outside of my work life, I have always prioritized the support of others during my off-hours. Helping people achieve their goals, especially when those goals are as complicated as navigating the financial landscape has always brought me a sense of peace and fulfillment.