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About us

What is our focus?

Our focus is to help clients get the right tailored finance and insurance advice for their situation and ensure it fits their needs now and into the future. We believe in advice over product and always ensure our advice suits your short, medium and long-term goals.

Alan Borthwick

Certified Financial Planner (CFPCM) – Mortgage, Insurance, Investment Advice and Financial Planning

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Who am I? 

I have been a Financial Adviser since 2003. As a Mortgage Broker in Wellington (including Lower Hutt, Upper Hutt, Porirua, Kapiti and around NZ), I have helped hundreds of people to buy homes, protect their families, save for their goals, and invest wisely. I am married to Katrina, building a home and have our first child due in March 2018.

I am a Certified Financial Planner (CM), with a diploma in financial planning from Waikato University, and I hold a national certificate in Financial Services in Mortgages and Insurance. I am also an Authorised Financial Adviser, which means I am allowed to advise on more than a regular Registered Financial Adviser.

What do I do?

I help people to get finance to buy property, whether it’s a first home, second home or a rental property. As an Authorised Financial Adviser I am also one of the few (around 30 of us) Mortgage Broker Lower Hutt advisers in New Zealand who are able to give advice on using KiwiSaver or State Sector Retirement Savings Scheme (SSRSS) funds towards a house deposit. I help people to get the right insurances to protect their families against the 5 key risks – premature death, critical illness, permanent disability, loss of income due to illness and major medical events. It has to suit your needs now and into the future, and also fit your budget. And it needs to be reviewed on a regular basis.

I help people get the right insurance to protect their assets, such as their house, car, and contents. I want to make sure that at claim time you are not asking yourself “Am I insured?” I help people to invest wisely, whether you are starting out with KiwiSaver, want to build a property portfolio, or have a million dollars to invest. The advice needs to fit your needs, your appetite for volatility and be clear and easy to understand.

I help people to achieve their financial goals. Whether it’s saving for a house deposit, getting out of debt, saving for retirement, or buying a business, I provide an effective pathway to achieve those goals.

What do I do when I am not working?

I am an avid reader and movie buff and I train regularly at the gym and have a black belt in Seido Karate.

 
 

Andrew Wilkinson

Registered Financial Adviser

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Who am I:

Firstly; let me be clear that I am not as cool or as cringey as my picture may suggest – I like to think I lie squarely in the middle.

I am a Registered Financial Adviser, with a Bachelor of Commerce majoring in Economics & Finance.

What do I do?

I provide class advice on KiwiSaver, and broker Mortgages and Insurance for my clients, while also processing and supporting Alan’s own workload. I have two years of experience doing Mortgage Broking with Alan, and have become highly attuned to the intricacies involved with a lot of outside-the-box loan scenarios.

I work mostly with millennials, due to being able to relate to their financial situation a lot more – specifically, getting them onto the property ladder and building their wealth, in an economic environment where owning a house seems impossible.

I also am big on KiwiSaver advice – I encourage every person to have a KiwiSaver and contribute to it, because the return on investment is staggering when compared to other traditional investments/savings accounts, and the benefits that come with it are so much more than people seem to understand.

What do I do when I am not working?

I am an active and avid investor in newly developing market areas; notably, self-driving cars (microchip industry) and cryptocurrencies.

I fit the mold of a millennial quite comfortably, being addicted to video games and TV shows for a lot of my spare time. To be specific, I am really into Player Unknown’s Battlegrounds right now for gaming - and Rick and Morty on TV.

I also play Squash, and love going for bushwalks on a nice day.


Rebecca de Castro

Receptionist and administrator

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Who Am I?

I am the friendly first face you see at DUX and the receptionist, with a passion for communications and organisation, which I put to work in my new role.

As a receptionist and administrator, I strive to provide the best support possible for my team as well as our clients.

What do I do?

As the receptionist and administrator at DUX I greet people and make sure they feel welcome and comfortable. A background in hospitality has given me the experience to provide a friendly first face for all visitors to DUX. As well as a delicious cup of coffee or tea (or a beer or wine).

My Diploma in Business Management provides skills in communications and organisation. Both necessary to keep the office running as we grow and develop. This ensures I’m able to make sure you get the best advise possible, I provide administrative support for the team; ensuring they everything they need to provide the best service and advice.

Communication is a big part of our focus, and mine, at DUX, and I oversee that all lines remain open. I also make sure “no one gets left behind” by checking that either I, or a member of the team, contact you regularly to make sure you’re happy and have everything you need.

When I’m Not at Work

When I’m not working I spend my time with family and friends; all of us avid board game and card players. I share a passion for reading with my fiancé and we both enjoy exploring new walkways when the weather permits.