Financial Adviser
Tauranga
In 2016, after 29 years of working within banking in the financial services industry, I ventured out to become a financial adviser so I could share my knowledge and expertise with others.
I now specialise in residential owner-occupied home loans, residential investment loans, residential construction loans, refinancing and top-up loans and business finance. My knowledge and experience give me the ability to deal with all lending requests I receive.
I understand the importance of building relationships and trust and find it satisfying that my knowledge and experience help my clients achieve their home ownership dreams and business goals. I pride myself on a high standard of customer service and excellent communication skills, always managing both client and lender expectations smoothly and effectively.
For some first home buyers, the process can be daunting and I really enjoy being able to help people become ‘mortgage ready’ and for them to achieve their dream of home ownership.
I am a member of the Financial Dispute Resolution Service and Financial Advice New Zealand. I have achieved the following qualifications: • NZQA National Certificate in Financial Services (Financial Advice) (Level 5) Residential Property Lending. • Lending Code of Conduct for Mortgage Advisers • Trusted Adviser – Financial Advice New Zealand
"We didn’t think we would ever be able to buy our own home because of our financial situation, but Marie was the answer to our dreams. She was, firstly our Financial Adviser getting us sorted and 'mortgage ready'. She directed us down the right path and got us started on our 18-month journey to homeownership. We had a regular catch-up with her to check we were on track and as a result, Cassim and I were accountable to each other with every financial decision we made. Marie then became our Mortgage Adviser when it came to buying our new home. We are delighted to finally be in our first home. The service we received from Marie was above and beyond our expectations. She even guided us to a great Solicitor & Insurance Adviser to also help us. We would definitely recommend Marie's adviser services, especially to first home buyers who think it’s impossible to get into the housing market. Thank you Marie for making our dreams come true. With the coaching and encouragement, you gave us, you have become more than Mortgage Adviser to us."
"Marie has made a hugely positive impact on our lives. Before meeting her; we were unclear on how to best manage our finances, especially in the longer term. The advice and guidance she’s provided have helped us to secure our financial future and enhance our immediate lifestyle. Marie’s obvious experience in the financial industry underpins the sound advice we’ve received; we only wish we’d met her 10 years earlier. We genuinely and whole-heartedly recommend people to seek her advice; you won’t regret it!"
Thanks, so much Marie. You are awesome. We’d be lost without your input.
"Thank you so much for believing in us, being honest and upfront in your appraisal of our chances of getting a mortgage. Thank you even more for the way you went above and beyond what you had to do and in doing so you made it so stress-free and easy for us, especially as it was our first home build. We really appreciate everything you did for us. We love our new home and look forward to showing you what you helped us achieve. We will be recommending you to everyone we know."
"We have been working closely with Marie Scawboard over the last five years, during the sale of one house and throughout the building of our new home. Marie has the ability to communicate complex financial ideas into everyday language so that my wife and I are able to make sound, well-informed decisions about our financial future. We would certainly recommend Marie to anyone who is in need of financial advice or who is currently looking at buying or selling property or building a new home."
"We have worked with Marie for our last two property transactions and we wouldn’t go to anyone else. Marie’s extensive experience, a wealth of knowledge, and genuine enthusiasm were evident from the first contact. We highly valued Marie’s role in not just obtaining our financing needs, but exceeding our expectations! The proof of the level of her service is our referral to all friends and family."
"Professional service with a smile. Marie’s efficiency and knowledge is outstanding. You will get the best when working with her. Referring Marie to others? We already have!"
"You are always a ray of sunshine! You have helped me, yet again. I just want you to know how very grateful I am. Thank you, thank you, thank you."
"It has been a pleasure dealing with you."