Mortgage and Insurance advice - fit for your future
Fit Financial can help you hit your next financial goals. We provide personalised home loan and insurance advice that meets your specific situation and life stage. We’re laser focused on understanding your needs and financial situation to be able to provide expert impartial advice. Best of all, for most of our clients, our service is 100% free.
Why use Fit Financial?
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Expert advice to simplify the process and paperwork - Our mortgage advisers and insurance brokers are tertiary and industry qualified. Lender and insurer product offerings are often complex - our expertise simplifies and speeds up the whole process.
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Excellent customer service - We pride ourselves on great communication and attention to detail throughout the mortgage advice or health insurance, life insurance or income protection insurance process.
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Extensive range of partners - We are partnered with a broad range of lenders and insurers to ensure we bring you the very best deal available.
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Clients first - Our advice is 100% impartial and focused on finding the best fit solution for you. We prioritise service over sales. If we provide advice and you don’t proceed with a loan or insurance product, we consider that a success as you’ve been able to make a better informed decision.
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Fees free - Our service is free for most of our clients as our fee is paid by our lending and insurance partners. If a fee is to be charged this is established at the outset of any advice provided. Please see our discosure statement for more detail.
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Mortgages and personal insurances one stop shop - Not all mortgage brokers or insurance brokers can offer you a complete service offering, reducing the time and paperwork for you.
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As a registered mortgage broker and insurance adviser, we largely service the Wellington, Lower Hutt and Upper Hutt regions. We are however able to provide our services nationwide!
What our clients say
Mitch, Manawatu
‘Dan was such a pleasure to work with on our home loan application. Super efficient and communication was outstanding!! Would highly recommend!! Thanks Dan.’
Cath, Kerikeri
‘We were keen to get a better deal on our life insurance and mortgage protection insurance but weren’t sure where to start. Dan really helped us understand what we needed, then hunted down the best deals for us. Thanks again Dan.’
Kate, Auckland
‘Dan provided some great recommendations and advice for my health insurance needs. It was a task I’d put off for years, and reassuring to have someone else do the research for me.’