Alan Borthwick

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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 welcomed our daughter Mia on Valentines day 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.

Alan Borthwick