Roi Wilson

I run two practices: Mortgage Smart Limited and Insurance First Limited.

The insurance side is now in its 6th successful year with close to 1,000 clients and due to client demand the mortgage arm was created. I am a registered financial advisor.

Whilst I still have an slight English accent, I can officially be regarded as a Kiwi, having been in New Zealand for 20 years now.

For the last 10 years I have resided in beautiful Devonport with my two children Sarah and Erik.

New Zealand is one of the most under insured nations of the world. Therefore I believe it's most important to be offering good insurance advice here - providing "peace of mind for the unexpected" for those living in New Zealand. My clients see value in providing good impartial advice at the beginning and also helping them at claim time to secure the funds into their bank account.

In terms of mortgages – where your bank has said “no” that’s where I am most effective. I will leverage strong relationships at either the other mainstream banks or second and third tier lenders. Clients value this when it comes to refinancing/adding to their property portfolio, clearing IRD debt or other debt consolidation projects.

Apart from mortgages and insurance I provide a holistic approach to my clients lives and seen as the “go to” person for orchestrating their Money, Accounting, Legal and Insurance 

www.insurancefirst.co.nz
www.mortgagesmart.nz

roi@insurancefirst.co.nz
roi@mortgagesmart.nz
 

Office: 09 973 4688 

Registered Financial Adviser
Fax:
09 973 4687
Phone:
021 766 222
Insurance Company
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Contact me

Contact me