Helping customers achieve their financial goals for over 25 years

$3.5B+

In loan balances refixed — 4,700+ customers trusted us to renew their home loan in FY2025–2026

$1.4B+

Arranged in new lending in FY2025–2026, guided by advice built around each customer's goals

$25M+

Secured in claim payouts
Helped customers receive claims (FY2021–FY2026). 150+ claims supported in FY2025–FY2026.

500+

New clients trusted us to arrange the right insurance cover for them in FY2025–FY2026

$650M+

Arranged for customers buying a property in FY2025–2026 (Guided customers through every purchase that proceeds)

$630M+

Arranged for customers to move lending to a better-fit lender — not just the lowest rate

7,000+

Policies actively managed for our clients in FY2025–FY2026

$4.6B+

In cover arranged for clients since 1999
More than two decades of protecting what matters most to our customers

All recommendations are based on each customer's individual circumstances and financial goals. Figures reflect lending arranged ($650M+ and $630M+ are included within the $1.4B+ total, not additional to it); not all applications proceed to settlement.

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Smarter, Faster, Mortgage-Free

At Global Finance, our in-house developed Mortgage Genius Plan® is built to help Kiwis learn smarter ways that could help to knock years off their home loan compared to the usual 25-30 year slog. By reshaping repayments around your personal and financial situation, many of our customers have managed to get mortgage-free faster and save a fair bit of interest – sometimes even often while keeping the same regular monthly payment.

Just a heads up: everyone’s different, so your results will depend on your own circumstances (T&Cs apply).

Want to see if it could be the right fit for you? Click below to access more info.

Discover the Genius Plan

Industry Recognition Built on Customer Success

While we're proud of the awards we've received over the years, our greatest achievement is helping customers achieve their financial goals with confidence.

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Explore Our Insights & Expert Advice

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What Trauma Insurance Critical Illnesses are Covered by in New Zealand?

by Global Finance | Jun 4, 2025 | Blog | 0 Comments

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How Travis, a seasonal worker, got a home loan with a 5% deposit

How Travis, a seasonal worker, got a home loan with a 5% deposit

by Global Finance | May 14, 2025 | Blog | 0 Comments

Travis, a 37-year-old seasonal worker in New Zealand (we’ve changed his details), had always dreamed of owning his own home. Working in the horticulture and viticulture industries, he moves between...