​​​Insurance Mortgage Advisers

​Improving your financi​​​​al position​


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Jackie Scott

Chartered Accountant, Diploma in Management​

Jackie has been in the financial services industry since 1989, helping clients finance their own home, residential investment properties, business purchases and commercial loans.

She also works with Individuals, families & small businesses, putting in place insurance solutions that ensure that in the event that something unforseen happens, that the right amount of money gets into the right hands at the right time.

Jackie initially practiced as a Chartered Accountant so having this business background, combined with 25 years of practical knowledge, helps ensure you are well advised as to how best to structure you're lending and insurances, to bring about a favorable outcome for you.

She is happy to liaise with your accountant, or lawyer, to make sure everyone is working towards the same goal.

You will find Jackie is personable, approachable and presents information in an easy to understand way.  She has helped many clients increase their net worth through acquiring property and after 25 years of running a successful brokerage, she must be doing something right.​


Chace Olsen

Office & Administration​

Chace has been on board since November 2012, taking care of our internal processes and client servicing, ensuring that we operate efficiently as a practice, and ultimately deliver a great experience to our clients.

"Hi my name is Chace, I grew up in West Harbour, Auckland & for the latter years of my youth attended Massey High School. I excelled in Graphics, Art Design & Media Studies and in 2012 graduated with Merit endorsed NCEA Level 3.

I'm very passionate about property and am looking to study property development & investment in the next few years. Meantime it's great being able help kiwi's into their own homes.​

I'm friendly and approachable so please don't hesitate to contact myself as well as Jackie."​