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I will definitely use their services again when it is time to review my lending.
"A huge thank you to the Tag team for all the hard work that you put in for us. We have been lucky enough to have contact with Leanne, Paulette and Stephen over the years… and each team member puts in 100%. We are so lucky that you do the difficult work while we just provide you with that you ask for. Thank you all for batting for us once again.
"Kept me up to date throughout and moved things through promptly. Would absolutely work with TAG again.
""Smooth, easy, and very informative".
Dealing with tag was so smooth and easy , that we never had to worry about our finance documentation. also, communication was exceptional!
They have been very clear and informative in explaining the loan structure that was recommended for our situation.
Huge thanks to Tag team especially to michelle and Leanne.
Would highly recommend!
I have refferd more friends to this team as I fully believe this is the dream team.
"Always happy to chat through anything and very thorough with information and the finer details.
She got us a great rate a nice cash back also - very happy with the end result!
Thanks again Leanne :)
"We felt like valued clients… throughout the entire process - she even text us from New York to see how the auction went - even though the timezone wasn't favourable to her and she was running a marathon the next day! Stephen, who was looking after Rachael's clients during this short break was super friendly and helpful - even if your broker isn't available for any reason Tag makes it seamless, they are totally up-to-speed on where you are at in the process.
Rachael worked relentlessly to get us the best offer from lending providers and structure our mortgage in way that not only worked well for us but also saved us approx $5k in the first few years. Rachael doesn't offer a one fit solution, in addition to considering what interest rates are on offer, she also takes into account how you like to manage your money and finds providers that offer solutions that fit that.
The process of trying to get a mortgage can be scary especially when you have little to no knowledge on the subject which is exactly where we were at the start. Luckily a friend of mine told me to give Rachael a call for advice and it was the best decision we ever made.
From the very first phone call Rachael was pleasant,… understanding and professional. She explained in ‘our language’ alot of things that a normal mortgage advisor wouldn’t have taken the time to do. Rachael went through the lending process with me one aspect at a time covering and defining all areas so that I could have a clear understanding. At many times going above and beyond as she would happily and supportively answer my millions of questionnaired emails and calls to help me through the process.
With that in mind it is clear she has sound knowledge of the lending/mortgage process. She took the time to listen and consider our particular finaical situation before advising us on what and how we can go about it in a manner that suitued our situation. Rachael worked hard with everyone involved and I can honestly say she made the process smooth and streas free. We credit Rachael for her amazing work as we now own our very first home!
Regards,
Abbey Saxon
I dealt exclusively with Leanne, who has consistently been going "above and beyond" what I expected, to help me out. The results were great, and everything was always clearly explained to me.
It has been greatly appreciated, and I look forward to future dealings with her.
"I thought wrong. Stephen and his team are truly awesome. My husband and I were blown away by their expertise and the total solution they delivered - they covered our mortgage, budget, account management AND our risk protection! They\'re a one stop shop - seriously awesome (and so easy to deal… with!)
Stephen rejigged all our lending and did a whole financial plan for us that made managing our accounts easy, stress-free and seamless. Somehow, by working his magic we\'ve ended up with a spare, unassigned $350 a week (!) :-) ....PLUS the peace of mind that our mortgages are under control, all being paid perfectly and we have a plan for our financial future and an expert to guide us.
It feels great!
Leanne (Stephen\'s righthand lady) is absolutely amazing - so efficient and lovely to deal with.
We are stoaked with our experience and with the result.
I highly recommend them.
Fran Jordan
Real Estate Agent
"I would definately recommend this team and would most… certainly go back to them again. Well done you!
"Ralph Thorogood
"thanks to an awesome team.
"I have and will continue to recommend MM to all friend and family when they are looking at new or re-financing their mortgages.
"
Primary contact
Stephen & Michelle Wilton
Phone number
0800534333
Phone number (alternative)
095762370
Website
http://www.thetagteam.co.nz
Availability
This week/ASAP
Physical address
2 Bleakhouse Road,
Howick,
2014
About us
TAG The advice group, incorporates Stephen's "Mortgage Minders" business and Michelle's "Moneytree" business creating a full advice solution to help our clients build and protect their wealth, providing you with a level of certainty over your plans.
Our success is measured by the success of our clients and the choices we help them make, whether it's now or for a future that matches their ever changing goals.
We have over 20 Years experience in the industry.
What we do
Mortgage lending and ongoing management - we will review and monitor your loan facilities to ensure interest costs are being minimised wherever possible - not something the banks will do for you.
Tailored debt reduction plans
Budgeting and managing money
Personal risk protection insurance
Business risk protection insurance
Kiwisaver
TAG Lifelot - access to your own personal online safe
CONFIDENTIALITY guaranteed - we understand lifes ever changing circumstances and have heard it all.
Categories we service
Mortgage Brokers, Insurance Brokers, Finance and Mortgage Brokers
Areas we service
Wiri, Whitford, Weymouth, Westmere, Westfield, Western Springs, Wattle Downs, Waterview, Waiuku, Waitakere City and Suburbs, Waipipi, Waikowhai, Waiheke and Gt Barrier Islands, Waiau Pa, Unsworth Heights, Tuakau, Totara Heights, Torbay, Three Kings, Te Papapa, Tamaki, Takapuna, Takanini, Sunnynook, St Marys Bay, St Lukes, St Johns, St Heliers, Sandringham, Runciman, Royal Oak, Rothesay Bay, Rosedale (Auckland), Rodney Area, Remuera, Ramarama, Puni, Pukekohe, Pukekawa, Port Waikato, Ponsonby, Pokeno, Point Chevalier, Penrose, Patumahoe, Parnell, Paremoremo, Papatoetoe, Paparimu, Papakura Central, Papakura Area, Panmure, Pakuranga, Owairaka, Otaua, Otara (Manukau), Otahuhu, Orakei, Onewhero, Onehunga, One Tree Hill, Northcote, North Shore City and Suburbs, Newton, Newmarket, New Windsor, Nationwide, Murrays Bay, Mt Wellington, Mt Roskill, Mt Eden, Mt Albert, Mission Bay, Miranda, Milford, Middlemore, Mercer, Mellons Bay, Meadowbank, Matakawau, Maramarua, Maraetai, Manurewa, Manukau City and Suburbs, Manukau central, Mangere Bridge, Mangere, Mangatawhiri, Mangatangi, Mairangi Bay, Lynfield, Kohimarama, Kingsland, Kingseat, Kawakawa Bay, Karaka, Kaiaua, Hunua, Hunters Corner, Howick, Hillsborough (Taranaki), Hillsborough (Auckland), Hillcrest (North Shore), Highland Park, Herne Bay, Half Moon Bay, Grey Lynn, Greenlane, Greenhithe, Grafton, Glenfield, Glendowie, Glenbrook , Glen Innes, Freemans Bay, Franklin Central, Franklin Area, Forrest Hill, Flat Bush, Epsom, Ellerslie, Eastern Beach, East Tamaki, Drury, Devonport, Dairy Flat, Conifer Grove, Cockle Bay, Clevedon, Clendon Park, Clarks Beach, Central Park, Castor Bay, Campbells Bay, Bucklands Beach, Buckland, Browns Bay, Brookby, Botany Downs, Bombay, Blockhouse Bay, Birkenhead, Birkdale, Beachlands, Beach Haven, Bayswater, Balmoral, Awhitu, Avondale (Auckland), Auckland Region, Auckland City and Suburbs, Auckland Central, Ardmore Airport, Ardmore, Ararimu, Alfriston, Albany, Airport Oaks
Communication: 90% | Quality: 90% | Reliability: 90% | Value: 90%