New Zealand Mortgage Awards 2021 Commemorative Guide

COMMEMORATIVE GUIDE EVENT PARTNER

CO-EVENT PARTNER

BY THE ORGANISERS OF

21

Powered by

OFFICIAL MEDIA

BROUGHT TO YOU BY

www.keymediaawards.com/nzmortgageawards

Kiwis come in all types & sizes.

So do our home loans.

Help more customers more often with the lender who looks for solutions.

Southern Brown Kiwi Northern Island Brown Kiwi

Great Spotted Kiwi

Little Spotted Kiwi

Flexible solutions from Prime to Specialist Okarito Kiwi

Competitive rates starting at 2.99% Up to 85% LVR, 80% LVR on investment

Simple. Flexible. Fast.

www.bluestone.net.nz

EVENT PARTNER

A WORD FROM OUR EVENT PARTNER On behalf of BLUESTONE, we are extremely proud to be the official event partner for the very first New Zealand Mortgage Awards.

Recognising and celebrating outstanding achievements in our industry is always important, but perhaps never more so than against the backdrop of 2020.

This past year has been one of the most challenging yet for the New Zealand mortgage industry. In an environment in which many Kiwis have been economically impacted, you, as advisers, have played an invaluable role in allowing your customers to safeguard their financial standing and achieve their goals.

While New Zealand weathered the storm of a global pandemic much better than most, no shortage of challenges for advisers remains. Fully embracing the incoming licensing regime and staying up to date with ever-changing options available in the market will be key to effectively supporting your customers in 2021.

At Bluestone, we are committed to helping you in this important task. We continuously review our technology solutions, policies and processes to make your life easy and help you help as wide a range of borrowers as possible.

To all the winners and nominated individuals and businesses, I congratulate you for this well-earned recognition and thank you for your contribution to our industry.

Peter Wood Managing director, Bluestone New Zealand

ABOUT THE EVENT PARTNER

TABLE OF CONTENTS ADVISER AWARDS The Select Award for Young Gun of the Year

8

Regional Mortgage Adviser of the Year

9

Independent Mortgage Adviser of the Year

9

BDM AWARDS Best Aggregator BDM

11

Best Bank BDM

11

Best Non-Bank BDM

12

BROKERAGE AWARDS The Select Award for Best Customer Service from an Indvidual Office

12

Regional Mortgage Brokerage of the Year

13

Mortgage Brokerage of the Year (1–10 Staff)

14

Mortgage Brokerage of the Year (11+ Staff)

14

AGGREGATOR AWARD Aggregator of the Year

14

INDUSTRY AWARD Best Industry Service

BLUESTONE is a leading residential lender with over 20 years’ experience across New Zealand and Australia. Bluestone’s goal is to create a sustainable alternative lending sector to help Kiwi borrowers who are not well serviced by the banks. To date, we have helped over 11,500 Kiwis achieve their financial goals through property ownership.

Phone: 0800 668 333 Contact: sales.support@bluestone.net.nz Website: www.bluestone.net.nz

16

LENDER AWARD NZ Non-Bank of the Year

16

NEW ZEALAND’S MORTGAGE SECTOR CONTINUES TO THRIVE

The New Zealand Mortgage Awards 2021 celebrate the resilience, innovation and dedication of professionals across the sector in a year like no other

PREPARATIONS FOR the 2021 New Zealand Mortgage Awards began in October 2020, when nominations opened and mortgage professionals were called upon to send in submissions. Over the following weeks, the NZ Adviser team were inundated with stories of strength, leadership and adaptability from mortgage teams across the nation. It was heartening to see how so many members of the mortgage profession rose to the challenges presented by the events of COVID-19 and their impact in New Zealand and beyond.

The winners were carefully selected by a panel of 13 expert judges, including prominent industry figureheads from organisations like Pepper Money, Prospa, ANZ Bank, The Fundmaster, Squirrel, Mortgage Link, Financial Advice New Zealand, Resimac, Mike Pero Mortgages, Astute Financial Management, First Mortgage Trust and Tony Mounce Mortgages & Insurance.

Winners and excellence awardees were announced on 23–25 February 2021 on the NZ Adviser website.

4

www.keymediaawards.com/nzmortgageawards

Why are the awards so special?

The New Zealand Mortgage Awards is the leading independent awards event for the mortgage profession in this country, recognising the best in the industry. After such a testing year, the awards were well earned, particularly by mortgage professionals who spent the past 12 months navigating the financial impact of the COVID outbreak. It’s more important than ever that, as an industry, we take the time to celebrate the myriad fantastic personal and organisational achievements and contributions on our doorstep.

Recognising the mortgage heroes of 2020 2020 was a particularly poignant time to recognise mortgage professionals – and event sponsors Bluestone were among the many voices acknowledging this.

Commenting on the sponsorship, Bluestone’s head of sales New Zealand Susan Griffiths acknowledged that 2020 had

EVENT PARTNER

METHODOLOGY

PROCESS  NZ Adviser issued an open call for nominations to the website’s nationwide readership of mortgage professionals.  Prospective nominees sent in submissions online, and NZ Adviser received hundreds of nominations. After a lengthy vetting process, the shortlisted candidates were invited to send in additional information so that the judges had all the details they needed.  Winners and Excellence Award recipients of the 13 categories were announced on 23–25 February 2021. Each award had its own judges.

Judges cast their votes to decide on the winners.

CATEGORIES he 2021 New Zealand Mortgage Awards featured T 13 individual and company categories recognising employers, teams and leaders from small to large businesses.

KEY DATES  19 October 2020 Nominations opened  4 December 2020 Nominations closed been an incredibly difficult year for everyone in the industry and said she hoped the awards would recognise the professionals who had been doing tremendous work for their clients.

“It has been a difficult year for all concerned,” Griffiths said, “and Bluestone saw these awards as an opportunity to recognise the industry and thank those advisers and industry peers who have shown tremendous resilience, going above and beyond in supporting their customers while also dealing with their own personal journey.

“Looking back, the NZ industry has made it clear that they will not let a worldwide pandemic take over. Most businesses adapted very quickly, showing flexibility and innovation to ensure Kiwis were looked after. NZ bucked trends reported by economists, and we are now seeing significant demand across the housing market.”

Bluestone’s managing director New Zealand Peter Wood echoed those sentiments. “It is also time that the advisers were

 23–25 February 2021 Winners announced online

NEW ZEALAND MORTGAGE AWARDS

21

www.keymediaawards.com/nzmortgageawards

5

formally recognised for their ongoing contribution to the mortgage market,” he added.

“The credit landscape has potentially changed forever, and it is important for lenders to work with advisers and navigate the way forward.”

Despite a slew of global and local difficulties, many within the mortgage community stood defiant and continued to prosper in 2020. This was particularly evident in the case of NZFSG, winner of Aggregator of the Year. For NZFSG, 2020 was a busy year that saw the group merge with financial advice support provider Kepa, a move that created an “adviser powerhouse” dealer group with over 1,600 members. This brought Kepa’s network of 400 advisers together with NZFSG’s 1,200, plus its affiliate, Loan Market. The new dealer group will be settling over $17bn in mortgages and issuing $30m in life insurance premiums each year.

“With the industry facing complex and sweeping regulatory changes, New Zealand’s independent financial advisers are facing an increasing compliance burden,” said NZFSG’s chief executive, Brendan Smith. “By combining our respective businesses and expertise, we can support advisers to navigate these changes with the added benefits of genuine scale.”

Looking to the future Beyond the global crisis, 2020 is likely to have long-lasting implications for the mortgage industry in general. It was a year in which many of the long-held industry-wide assumptions were flipped upside down and needed extensive re-evaluation.

Many of the nominations reflected the admirable manner in which mortgage professionals, teams and organisations throughout New Zealand quickly adapted to a multitude of ‘new normals’.

Major themes: business development, teamwork and service Some notable themes emerged from the nominations, revolving around dedication to business development, teamwork and excellent service.

Unsurprisingly, in a year when the industry had to double down on service to push deals forward, the importance of business development managers was highlighted like never before. Stepping forward for the much-coveted Non-Bank BDM award was Mark Beams of Bluestone Mortgages.

Beams joined Bluestone in 2019, capitalising on his eight years of experience in retail banking and three years as a mobile mortgage manager at Kiwibank, where he helped thousands of customers into their homes.

“With Luke joining us, our BDM team gains added capacity to provide the high-value, face-to-face support advisers have come to expect from us,” said Bluestone’s Sue Griffiths.

6

www.keymediaawards.com/nzmortgageawards

“ It is also time that the advisers were formally recognised for their ongoing contribution to the mortgage market” Peter Wood Managing director – New Zealand, Bluestone

EVENT PARTNER

“We want every adviser in New Zealand to have ready access to face-to-face support so they can continue to grow their business and find flexible solutions, from prime to specialist, for their Kiwi customers.”

The COVID-19 pandemic also presented an opportunity for companies to leverage the power of innovation in order to thrive, particularly in servicing their millennial client base.

When a dedicated group of employees work together as a finely oiled machine, great things are possible – and iConsult proved this when it took home the Mortgage Brokerage of the Year (1–10 Staff ) award.

Founder Satyan Mehra is one of the most respected young lending specialists in the industry and was recently named a ‘Top Adviser’ in NZ Adviser’s 2020 report.

“I ventured into property in 2009 and started investing, and I’ve really grown personally as an investor over that time,” Mehra said. “I started iConsult in 2017, and that’s the business that I’m really the most passionate about. I’m very passionate about businesses and property, and I really noticed the difference I could make to people’s lives.

“A lot of my clientele is composed of investors and bigger business owners with commercial portfolios – that’s a significant area of expertise. But I also want to give back and to be able to guide younger people into property.” iConsult is not alone in celebrating success this year. Brokerage The Mortgage Girls also left its mark. In fact, when The Mortgage Girls co-director Elyce Maxwell found out that her organisation had won the Regional Mortgage Brokerage of the Year award she was delighted – so much so that she was sure “the neighbours thought we’d won the Lotto!”

“We’re always putting our clients first,” said The Mortgage Girls co-director Holly Sullivan. “Dedication to our clients has been ingrained in our team culture since day one, and everyone shares our values.”

Shared values have led to shared success, with another win scooped up by The Mortgage Girls broker Laura Carter, who received the Excellence Award for Young Gun of the Year.

“I’m so proud of Laura,” said Maxwell. “Her heart and soul is for her clients, and her award recognises how good she really is.”

Maxwell believes the award reflects how the culture of The Mortgage Girls has allowed the team to grow, thrive and deliver their best, and how the team have been hired specifically because of their can-do attitudes.

Key Media and NZ Adviser are honoured to present the 2021 New Zealand Mortgage Awards highlighting the best in class in this industry. Congratulations to all the nominees and winners – you are an inspiration to the mortgage profession. To find out more about the achievements of this year’s finalists and winners, read on.

“ I also want to give back and to be able to guide younger people into property” Satyan Mehra Founder, iConsult Mortgage Brokerage

The value of celebration There’s no doubt that awards such as these help to uphold the standards of the mortgage profession. The professionals, teams and organisations that were nominated have all displayed excellent business practices, great levels of service and exemplary adaptability, setting the bar for others to follow.

www.keymediaawards.com/nzmortgageawards

7

THE SELECT AWARD FOR YOUNG GUN OF THE YEAR

This award recognises the best adviser aged 35 or under (as of 1 July 2020) who has less than two years’ experience.

Considerable weight was placed on nominations from brokerage heads and aggregation groups.

Finalists were invited to provide supporting documentation for submission to the NZMA judging panel.

When judging this category, the following criteria were considered: • • • • •

loan volumes lead generation quality of submissions conversion rates overall customer service

AWARD SPONSOR

SELECT was launched in June 2019 as a white label product as part of an exclusive five-year partnership between New Zealand Financial Services Group (NZFSG)/Loan Market and non-bank lender Bluestone. The Select home loan range was created to deliver solutions to a wider range of borrowers with products spanning prime, near prime and specialist. We provide solutions for a wide range of customer needs and circumstances. With no credit scoring and a holistic approach to loan assessment, we are able to find the right home loan for more borrowers by assessing each situation on its individual merits.

GOLD WINNER www.selecthome.co.nz

AVNEET SINGH Nest Home Loans

EXCELLENCE AWARDS Laura Carter The Mortgage Girls Lauren Banks Loan Market Lauren Hunter Mike Pero Jen Taylor Mortgage Link Nicholas Berry Loan Market

8

www.keymediaawards.com/nzmortgageawards

EVENT PARTNER

REGIONAL MORTGAGE ADVISER OF THE YEAR

INDEPENDENT MORTGAGE ADVISER OF THE YEAR

This award recognises the best mortgage adviser based in and deriving the majority of their income from a regional area (outside of the major capital cities). Extra weight was placed on nominations from those in a position to assess an adviser’s performance objectively.

This award recognises the best mortgage adviser in an independent business. Extra weight was placed on nominations from those in a position to assess an adviser’s performance objectively.

Finalists were invited to provide supporting documentation for submission to the NZMA judging panel.

When judging this category, the following criteria were considered: • • • • • • •

loan volumes year-over-year growth lead generation client retention quality of submissions conversion rates overall customer service

GOLD WINNER

MARK PULLAR Roost

Finalists were invited to provide supporting documentation for submission to the NZMA judging panel.

When judging this category, the following criteria were considered: • • • • • • •

loan volumes year-over-year growth lead generation client retention quality of submissions conversion rates overall customer service

GOLD WINNERS

MARK PULLAR

SATYAN MEHRA

Roost

iConsult Mortgage Brokerage

EXCELLENCE AWARDS

EXCELLENCE AWARDS

Alastair Watson Loan Market

Aseem Agarwal Global Financial Services

Brett Wood Insight Mortgage Management

Paulette Trotter Loan Market

Toby Stanley Roost

Toby Stanley Roost

Trish Marsden O’Hagan Home Loans & Insurances

Tony Mounce Tony Mounce Mortgages & Insurance

www.keymediaawards.com/nzmortgageawards

9

INDEPENDENT MORTGAGE ADVISER OF THE YEAR

2021

FEATURED WINNER

NEW ZEALAND MORTGAGE AWARDS

SATYAN MEHRA iConsult Mortgage Brokerage In a market crowded with competition, Satyan Mehra has proven that there is always room for excellence. In just three years he has established iConsult, an independent mortgage brokerage, as one of the most innovative and successful in Aotearoa/New Zealand.

Already the winner of multiple awards, Mehra can now add three accolades from the 2021 New Zealand Mortgage Awards to the trophy cabinet: Mortgage Brokerage of the Year (1–10 Staff), Best Customer Service from an Individual Office, and Independent Mortgage Adviser of the Year.

The business has grown almost entirely

10

www.keymediaawards.com/nzmortgageawards

from word-of-mouth recommendations, with clients and lenders praising Mehra and his team for their agile thinking, strong financial analysis, honesty and tenacity. Deep financial and business acumen help them see solutions where others see roadblocks.

In a risk-averse market, borrowers are being increasingly turned down by lenders, often unnecessarily. This is where iConsult excels, establishing solid business cases to support a client’s loan application, helping them to access mortgages from non-banks as well as structuring innovative solutions through the main banks. iConsult ensures

that clients are more than capable of servicing their debt without stress, helping fledging property investors and first home buyers achieve their financial objectives.

Mehra is a member of the New Zealand Institute of Chartered Accountants and has more than 10 years’ experience across retail and business banking, external reporting and internal audits for ANZ and BNZ. Outside iConsult he has stretched his entrepreneurial wings to early childhood education, accommodation, property investment and development.

EVENT PARTNER

BEST AGGREGATOR BDM

BEST BANK BDM

BDMs are an essential ingredient in the lender–adviser relationship.

This award recognises the best aggregator BDM. Considerable weight was placed on nominations from the broking community and aggregation groups.

BDMs are an essential ingredient in the lender–adviser relationship. This award recognises the best bank BDM. Considerable weight was placed on nominations from the advising community and lenders.

Finalists were invited to provide supporting documentation for submission to the NZMA judging panel.

When judging this category, the GOLD WINNER following criteria were considered: • nominee’s accessibility and communication • demonstrated understanding of their advisers’ businesses • nominee’s product knowledge

GOLD WINNER

Finalists were invited to provide supporting documentation for submission to the NZMA judging panel.

When judging this category, the following criteria were considered: GOLD WINNER • nominee’s accessibility and communication • demonstrated understanding of their advisers’ businesses • nominee’s product knowledge • how the BDM adds value to the brand he/she represents and the adviser channel GOLD WINNER

KARINA REARDON

VICKI SQUIRES

Loan Market

Kiwibank

EXCELLENCE AWARD

EXCELLENCE AWARDS

Kelly Brough

Bridgitte Turner

Mortgage Link

ANZ Deborah Sinclair

ASB Bank Justin Cross

ANZ

www.keymediaawards.com/nzmortgageawards

11

BEST NON-BANK BDM

THE SELECT AWARD FOR BEST CUSTOMER SERVICE FROM AN INDIVIDUAL OFFICE

BDMs are an essential ingredient in the lender–adviser relationship.

This award recognises the best non-major bank BDM. Considerable weight was placed on nominations from the adviser community.

Customer service is an incredibly important measure of any brokerage operation’s long-term sustainability and success. This award recognises the brokerage office or branch that has displayed excellence over the past 12 months in maintaining consistent and sustainable customer service standards.

Finalists were invited to provide supporting documentation for submission to the NZMA judging panel.

When judging this category, the following criteria were considered: • nominee’s accessibility and communication • demonstrated understanding of their advisers’ businesses • nominee’s product knowledge • how the BDM adds value to the brand he/she represents and the adviser channel

GOLD WINNER

MARK BEAMS Bluestone Mortgages

When judging this category, the following criteria were considered: • product knowledge • product offering • client retention • customer service proposition • the business’s value proposition and strategy around stakeholder engagement

GOLD WINNER

iCONSULT MORTGAGE BROKERAGE

EXCELLENCE AWARDS

EXCELLENCE AWARDS

Aaron Taylor Pepper New Zealand

Global Financial Services

Luke Roberts Bluestone Mortgages Maree Maxwell Bluestone Mortgages Mark Nolan South Island Avanti Finance

12

Finalists were invited to provide supporting documentation for submission to the NZMA judging panel.

www.keymediaawards.com/nzmortgageawards

Nest Home Loans O’Hagan Home Loans & Insurances Roost The Mortgage Girls

AWARD SPONSOR

SELECT was launched in June 2019 as a white label product as part of an exclusive five-year partnership between New Zealand Financial Services Group (NZFSG)/Loan Market and non-bank lender Bluestone. The Select home loan range was created to deliver solutions to a wider range of borrowers with products spanning prime, near prime and specialist. We provide solutions for a wide range of customer needs and circumstances. With no credit scoring and a holistic approach to loan assessment, we are able to find the right home loan for more borrowers by assessing each situation on its individual merits. www.selecthome.co.nz

EVENT PARTNER

REGIONAL MORTGAGE BROKERAGE OF THE YEAR

This award recognises the best brokerage operation based in a regional area (outside of major capital cities). Finalists were invited to provide extra submissions for the NZMA judging panel, such as client feedback, community-based work or aggregator/lender testimonials.

When judging this category, the following criteria were considered from the overall business perspective: • loan volumes • year-over-year growth • lead generation • client retention • quality of submissions • conversion rates • customer service proposition • the business’s value proposition and strategy around stakeholder engagement • adviser training and development

GOLD WINNER

THE MORTGAGE GIRLS

EXCELLENCE AWARDS Mike Pero Mortgages Wanaka & Queenstown O’Hagan Home Loans & Insurances Roost

2021

NEW ZEALAND MORTGAGE AWARDS

FEATURED WINNER

THE MORTGAGE GIRLS The team at THE MORTGAGE GIRLS are ecstatic to have won three awards in 2021, including an Excellence Award for customer service.

Co-director Elyce Maxwell says she was so excited when she found out they had won the Regional Mortgage Brokerage of the Year award, “I think the neighbours thought we’d won Lotto. I’m absolutely stoked.”

Maxwell says most industry awards focus on the bottom line, which may not reflect the best customer experience.

She believes the awards the brokerage has received are an endorsement of the quality of service The Mortgage Girls provides its clients.

The team at The Mortgage Girls are focused on helping individuals and families into homes. They have a mission to ensure their clients’ goals are financially achievable while the clients can still enjoy their lifestyle at the same time.

In their first full year in 2017, they helped 48 clients achieve their goals. Since then, they have grown exponentially and served over 600 clients, including 193 clients just this year to date.

“People who have used us know how good we are, but the [Brokerage of the Year] award will give others confidence

that we’re at a nationally recognised standard. Our clients are our everything, and their amazing feedback on these awards has been humbling,” Maxwell says.

Co-director Holly Sullivan adds that “we’re always putting our clients first.

Dedication to our clients has been ingrained in our team culture since day one, and everyone shares our values”.

Shared values have led to shared success, with The Mortgage Girls broker Laura Carter picking up the Excellence Award for Young Gun of the Year.

“I’m so proud of Laura,” says Maxwell. “Her heart and soul is for her clients, and her award recognises how good she really is.”

Sullivan says the brokerage has picked its team “because of their attitudes and how awesome they are.

Our culture enables our team to grow, thrive and deliver their best, and it shows. Our whole team is amazing”.

While the team are thrilled with their wins, nothing really changes for The Mortgage Girls.

“It’s great to win awards, but we didn’t start The Mortgage Girls to win awards,” Sullivan says. “We’re simply looking for ways to create a better experience for our clients.”

www.keymediaawards.com/nzmortgageawards

13

MORTGAGE BROKERAGE OF THE YEAR (1–10 STAFF)

MORTGAGE BROKERAGE OF THE YEAR (11+ STAFF)

AGGREGATOR OF THE YEAR

This award recognises the best brokerage operation with 1–10 staff (or full-time equivalents). The number of staff includes all loan writers and support staff across all company offices/branches.

Finalists were invited to provide extra submissions to the NZMA judging panel, such as client feedback, community-based work or aggregator/lender testimonials.

This award recognises the best brokerage operation with 11+ staff (or full-time equivalents). The number of staff includes all loan writers and support staff across all company offices/branches.

Finalists were invited to provide extra submissions to the NZMA judging panel, such as client feedback, community-based work or aggregator/lender testimonials.

Aggregators are the most important link between mortgage advisers and lenders. This award recognises the best aggregator. This category is open to both aggregators and sub-aggregators.

When judging this category, the following criteria were considered from the overall business perspective:

When judging this category, the following criteria were considered from the overall business perspective:

• loan volumes • year-over-year growth • lead generation • client retention • quality of submissions • conversion rates • customer service proposition • the business’s value proposition and strategy around stakeholder engagement • adviser training and development

• loan volumes • year-over-year growth • lead generation • client retention • quality of submissions • conversion rates • customer service proposition • the business’s value proposition and strategy around stakeholder engagement • adviser training and development

GOLD WINNER

GOLD WINNER

iCONSULT MORTGAGE BROKERAGE

• accuracy and timeliness of commission payment • quality of lending panel, IT and CRM support • adviser communication • BDM support • compliance support, training and education • lead generation

GOLD WINNER

NZFSG

EXCELLENCE AWARDS

EXCELLENCE AWARDS

EXCELLENCE AWARDS

iLender Mortgages

Eightfold Financial Services Group

Astute Financial Management

O’Hagan Home Loans & Insurances

Mortgage Express

Mike Pero Mortgages

Roost

Tony Mounce Mortgages & Insurance

Mortgage and Insurance Link (Link Financial Group)

The Mortgage Girls

14

GLOBAL FINANCIAL SERVICES

When judging this category, the following criteria were considered:

www.keymediaawards.com/nzmortgageawards

EVENT PARTNER

2021

FEATURED WINNER

NEW ZEALAND MORTGAGE AWARDS

NZ FINANCIAL SERVICES GROUP (NZFSG) NZ FINANCIAL SERVICES GROUP (NZFSG) was created in February 2013 by the merger of Allied Kiwi and Loan Market NZ, with the core purpose of helping Kiwis achieve their financial dreams.

Now, with 1,400 financial advisers helping customers own their homes, keep their homes and protect their families in times of need, NZFSG is well on its way to achieving its vision of turning financial dreams into reality for 500,000 Kiwis by 2023. In the last financial year, the group settled more than $20bn in collective loan volume, helping some 45,000 Kiwis.

Over the past 12 months, NZFSG has completed the rollout of MyCRM v3 across its network, providing integrated new technologies, such as online fact-find and applications, file invite, and illion BankStatements. The group also secured an IS027001 certification; introduced new customer-facing tools Hello Book and Game Plan amid the COVID-19 crisis; and launched the first NZ-direct online lending application via its Select Home Loan product, significantly reducing turnaround times.

Another major focus for NZFSG over the past year was getting its licence ready and providing regular access to

dedicated Level-5 training strands to ensure advisers were ready to operate post 15 March 2021.

NZFSG conducts regular communication with members through its annual events program, including bi-annual conferences in Auckland, Wellington and Christchurch; virtual accelerator sessions for home loan advisers; and a possible annual international conference this year.

NZGSG was particularly proud of its Crush Corona campaign, which challenged its network to contact every single customer to make sure they were OK.

www.keymediaawards.com/nzmortgageawards

15

BEST INDUSTRY SERVICE

NZ NON-BANK OF THE YEAR

Industry services play an extremely important role within the mortgage industry. This award recognises the service provider that adds the most value to its customers’ businesses.

Eligible service providers include but are not limited to software and technology, legal, compliance, training and education. Lenders and aggregators are not eligible to enter this category. Finalists were invited to provide supporting documentation for submission to the NZMA judging panel.

This award recognises the best non-bank lender in the mortgage industry based on performance over the past 12 months. Lenders were invited to provide both quantitative and qualitative evidence to support their nominations.

When judging this category, the following criteria were considered: • service provider’s value proposition • industry’s need for the service • how the service has added value • overall commitment of the organisation to its customer engagement

GOLD WINNER

GLOBAL FINANCIAL SERVICES

When judging this category the following criteria were considered: • business achievements in the third party distribution channel, including but not limited to service levels, turnaround times, product ranges, eg residential or commercial, and pricing • year-over-year growth and market share in the third party distribution channel • service innovations including but not limited to technology, adviser communications, training and development • overall support of and contribution to the third party distribution channel • demonstration of positive impact on the wider community GOLD WINNER

FIRST MORTGAGE TRUST

EXCELLENCE AWARDS

EXCELLENCE AWARDS

Loan Market

Avanti Finance

Twine Financial Advisers

Bluestone Mortgages Pepper Money

16

www.keymediaawards.com/nzmortgageawards

EVENT PARTNER

2021

FEATURED WINNER

NEW ZEALAND MORTGAGE AWARDS

FIRST MORTGAGE TRUST Following 20-plus years of Trust growth, the ownership of First Mortgage Trust’s management company changed hands in early 2019 with its acquisition by New Zealand-based Capital Group.

Also founded in 1996, Capital Group provides capital and specialist advice to the New Zealand property market and brings a wealth of knowledge to First Mortgage Trust’s Board.

First Mortgage Trust offers two high-performing managed investment funds and is New Zealand’s largest first mortgage non-bank lender.

FMT is an integral part of New Zealand’s financial system, offering borrowers a competitive non-bank alternative and solutions that may not otherwise be available to them.

Since 1996, FMT’s team has been helping investors, builders, developers and other property clients obtain competitive and commercially viable property finance.

FMT takes pride in how far it has come, including through difficult times, surviving events such as the GFC, when it never missed a single

distribution to its investors, and manoeuvring through COVID-19, going from strength to strength but always keeping its investors and borrowers as its core focus and reason for being.

In October 2020, FMT reached a significant milestone with $1bn in funds under management, a testament to the confidence of its investors, and this year also celebrates 25 years in business. The FMT team are very proud of their achievement and are looking forward to the next 25 years.

www.keymediaawards.com/nzmortgageawards

17

2021 JUDGING PANEL Thank you to our esteemed judges for lending their time and expertise to help recognise and celebrate excellence in the mortgage profession

AARON MILBURN General manager mortgages and commercial lending, Pepper Money

KATRINA SHANKS CEO, Financial Advice New Zealand

ADRIENNE CHURCH General manager, Prospa

LUKE JACKSON NZ head, Resimac

ANTONIA WATSON CEO, ANZ Bank New Zealand

MARK COLLINS CEO, Mike Pero Mortgages

DEV DHINGRA Founder/CEO/principal adviser, The Fundmaster

SARAH JOHNSTON CEO, Astute Financial Management

JOHN BOLTON Managing director, Squirrel

TONY KINZETT CEO, First Mortgage Trust

JOSH BRONKHORST Managing director, Mortgage Link

TONY MOUNCE Director, Tony Mounce Mortgages & Insurance

KAREN STEVENS Insurance & Financial Services Ombudsman

18

www.keymediaawards.com/nzmortgageawards

EVENT PARTNER

PROUDLY BROUGHT TO YOU BY THE BUSINESS PUBLISHING COMPANY OF THE YEAR

PRINT Examining safety professionals’ mental health • Safety in a gig economy • Terminations for OHS infractions

Q4

JANUARY/FEBRUARY 2020 • WWW.THESAFETYMAG.COM

NOVEMBER 2019 | LEXPERT.CA | $16.95

THE BUSINESS QUARTERLY FOR LAWYERS

WWW.CANADIANLAWYERMAG.COM ISSUE 43.10 | $11.95

WWW.CANADIANLAWYERMAG.COM/INHOUSE ISSUE 14.06

SAFETY LEADER YEAR

THE END OF AN

?

Companies and products that prevailed among their competitors

CROSS EXAMINED

Kirsten Thompson on going from technical to creative in advising on data strategies

IP IN M&A

KEEP BLOGGING

Times have changed and blogs must change with them, writes Steve Szentesi

1

01_Cover-SUBBED3.indd 2

PM#41261516

AUGUST/SEPTEMBER 2019

RISING STARS

negotiations with multi-jurisdictional parties

READERS’ CHOICE AWARDS

PM#41261516

PM# 41261516

Mike Doyle excels at promoting safety both at work and in his community

LEADING LAWYERS UNDER 40

FOREIGN INVESTORS HEAD TO CANADA How general counsel are leading strategic

The customs of the legal profession are feeling the weight of 21st-century stresses

OF THE

Due diligence is key when acquiring intellectual property and there are pitfalls to avoid

TOP 10 BOUTIQUES Corporate and Immigration boutiques offer personalized service

ADDING VALUE

Two systems and languages leads to better problemsolving tools, write lawyers at CMHC PM# 41261516

29/10/2019 3:17:55 AM

DIGITAL

EVENTS

FIND OUT MORE ABOUT US AT WWW.KEYMEDIA.COM

MPAS

PUBLISH AWARDS

TABBIES

AZBEES

THE BIG 95

COPA

APEX

MAGGIES

EXCELLENCE AWARDS

BELL AWARDS

NMA: B2B

SYDNEY | AUCKLAND | DENVER | LONDON | MANILA | SINGAPORE | TORONTO www.keymediaawards.com/nzmortgageawards

19

EVENT PARTNER

CO-EVENT PARTNER

BY THE ORGANISERS OF

21

Powered by

OFFICIAL MEDIA

BROUGHT TO YOU BY

www.keymediaawards.com/nzmortgageawards