Helping You Build Your Future, One Smart Step at a Time
Offering phone and virtual appointments, we’re your nationwide partner for expert financial advice.
Buying a home should feel exciting, not overwhelming
Buying a home should feel exciting, not overwhelming. That’s why Aimee Trott and the team are here to cut through the confusion, break things down in plain English, and make the whole process feel easy.
Whether you’re a first-home buyer, refinancing, or looking at investment properties, we’ll handle the details, sort the paperwork, and find mortgage options that actually work for you. But we don’t stop at mortgages. We help you make the most of KiwiSaver, plan for retirement, and protect what matters most.
We also help protect what you have built, with personal risk cover including life, trauma, income protection and health insurance. For house, contents and vehicle cover we refer you to Tower Insurance.
Our team brings 25+ years of combined experience to your financial journey. Aimee alone has over 10 years advising New Zealanders on mortgages, KiwiSaver, and investments, plus over 20 years of hands-on property investment experience — she knows what it takes to make smart financial moves.
Our team has access to both bank and non-bank lenders, giving you the flexibility to choose a mortgage that fits your life—not the other way around. Keen to chat? We work with clients across New Zealand from our Christchurch office and are happy to connect by phone, email, or video call. If you’re in the South Island, we’d love to meet in person. Let’s get you one step closer to your financial goals.
Home Loans, Minus the Hassle
Getting a mortgage shouldn’t feel like a full-time job.
We use the latest software to compare loan options, break down the pros and cons in plain English, and handle the negotiations for you. If pre-approval makes sense for your situation, we’ll sort that too, so you’re ready to make your move with confidence.
Why Work with a Mortgage Adviser?
Sure, you could go straight to the bank for your home loan, but working with a mortgage adviser has plenty of perks (and yes, we’ll even do all the number-crunching for you).
Your One-Stop Shop
We do the legwork for you, researching and negotiating with multiple lenders so you can focus on what matters most.
Fast and Hassle-Free
From your first chat with us to settlement day, we aim to make the whole process smooth, straightforward, and stress-free.
Years of Experience on Your Side
With over 20 years of combined experience, we know the ins and outs of mortgage products, interest rates, and market trends. Our advice is backed by experience and always tailored to fit your unique situation.
Personalised Support Every Step of the Way
We get to know you and your goals before offering tailored home loan options from our trusted network of lenders. Once we have a clear picture of your needs, we’ll help you find the loan that’s the best fit for your circumstances, and we’ll be here to support you throughout your mortgage journey.
Ongoing Advice You Can Count On
Markets change, and so can your financial situation. We’re always available with up-to-date advice to help you make confident, informed decisions.
Why Work with a Financial Adviser?
Sure, you could go it alone with your mortgage, insurance, or investments, but a financial adviser brings expert comparisons, straight-talking advice, and someone in your corner from start to finish (and yes, we'll even do all the number-crunching for you).
Why Choose Our Adviser?
Your One-Stop Shop
We do the legwork for you, researching and negotiating with multiple providers so you can focus on what matters most.
Fast and Hassle-Free
Years of Experience on Your Side
With over 25 years of combined experience, we know the ins and outs of mortgage products, interest rates, and market trends. Our advice is backed by experience and always tailored to fit your unique situation.
Personalised Support Every Step of the Way
We get to know you and your goals before offering tailored mortgage, insurance, and investment options from our trusted network of lenders and providers. Once we have a clear picture of your needs, we’ll help you find the option that’s the best fit for your circumstances, and we’ll be here to support you throughout your financial journey.
Ongoing Advice You Can Count On
Markets change, and so can your financial situation. With Aimee named Outstanding KiwiSaver Adviser of the Year, you’re always backed by up-to-date, award-winning advice to help you make confident, informed decisions.
Awards
To hold a KAN Performer badge, you don't just have to hit elite volume; you have to maintain the highest professional standards. File reviews, compliance record, client outcomes. All of it.
I’m proud to share that I’ve been recognised as a Platinum Performer for KiwiSaver Advice in the KAN Top Performer Tiers for the 2025/2026 financial year. This is the highest tier the network awards, reflecting more than 200 new KiwiSaver clients over the year alongside consistently strong file review results. It’s a reflection of the trust so many New Zealanders have placed in me to guide their retirement savings, and I don’t take that lightly.
I’ve also been named a Bronze Performer for mortgage advice, recognising over $25 million in settled lending volume this financial year. Helping clients navigate the mortgage market has never been more important, and this award is a great reminder that careful, considered advice makes a real difference to Kiwi families working towards homeownership.
Being named Outstanding KiwiSaver Adviser of the Year for 2025 is one of the proudest moments of my career so far. This award goes beyond volume; it recognises the quality of advice and the outcomes clients have experienced working with me. It’s a real honour to be acknowledged by the network in this way, and it motivates me to keep raising the bar for the KiwiSaver advice I provide.