Threefold Group

Threefold Group Threefold is a specialist mortgage, insurance and KiwiSaver advisory firm.

Our advisers will help you achieve your financial aspirations and protect your future by providing clear, straightforward and tailored mortgage, insurance and KiwiSaver advice.

15/02/2026

A new arrival is a good time to pause and review your personal insurance.

In this video, our adviser explains what new parents should consider to help protect their family if the unexpected happens.

Strategy or timing. Which matters more when it comes to your mortgage?Many people focus on trying to time the market, wa...
10/02/2026

Strategy or timing. Which matters more when it comes to your mortgage?

Many people focus on trying to time the market, waiting for the “perfect” rate. In reality, a well thought out mortgage strategy often has a far bigger impact over time.

Loan structure, flexibility, repayment settings, and understanding where rates are heading all play a role in how your mortgage supports your goals, not just this year, but well into the future.

Check out this article to find out why strategy matters, how the current rate environment fits into the picture, and what to review when buying, selling or renegotiating rates: https://threefold.co.nz/2026-in-focus

When something unexpected happens at home, the right cover can make a difficult situation easier to manage.Home and cont...
05/02/2026

When something unexpected happens at home, the right cover can make a difficult situation easier to manage.

Home and contents insurance is not just about having a policy in place. It’s about knowing your cover reflects your home, your belongings, and your circumstances, and having support to help you navigate what happens next.

That’s where clear advice and the right support really matter.

If you’re unsure whether your cover still fits your needs, a review can help provide peace of mind before something goes wrong. Book a chat with one of our team here: www.threefold.co.nz/enquire

Great advice starts with listening.Taking the time to understand someone’s situation, their priorities, and their budget...
01/02/2026

Great advice starts with listening.

Taking the time to understand someone’s situation, their priorities, and their budget makes all the difference when it comes to getting the right insurance cover in place.

Feedback like this reflects what we aim for every client: clear communication, considered advice, and support you can rely on from start to finish.

Reach out if we can help you.

If you’re over 65 and still working, your NZ Super may be more flexible than you realise.If you don’t need it for day-to...
30/01/2026

If you’re over 65 and still working, your NZ Super may be more flexible than you realise.

If you don’t need it for day-to-day living, one option worth considering is investing some or all of it into your KiwiSaver. Once you’re 65, your KiwiSaver balance is fully accessible, so your money can stay invested and potentially continue growing, while still being available whenever you need it.

Compared to a standard savings account, KiwiSaver can offer higher long-term return potential and tax efficiency. The key is choosing a fund that matches your goals, timeframe, and comfort with risk.

Staying invested after 65 is not about locking your money away. It’s about giving your savings the opportunity to keep working, while you stay in control of when and how you use it.

If you’d like to understand whether this approach could work for you, a KiwiSaver review can help you choose the right strategy for your lifestyle and plans. Book your free review here: www.threefold.co.nz/enquire

A clear view of your finances makes it easier to make confident decisions.Whether you’re reviewing your mortgage, checki...
28/01/2026

A clear view of your finances makes it easier to make confident decisions.

Whether you’re reviewing your mortgage, checking your KiwiSaver, or making sure your insurance still fits your life, clarity matters.

We’re here to help you focus on what matters most.

Book a free review of your mortgage, insurance or KiwiSaver today by clicking here: www.threefold.co.nz/enquire

Meet Lance Pooley, who heads up our general insurance division. When it comes to home and contents insurance, having the...
25/01/2026

Meet Lance Pooley, who heads up our general insurance division.

When it comes to home and contents insurance, having the right cover in place is only part of the story.

With over 15 years’ experience in the insurance industry, Lance helps clients make sure their policies are structured properly from the start, so there are no surprises when they need to rely on them.

But, where Lance really comes into his own is when something goes wrong. He supports clients through the claims process, helping them to achieve the best possible outcome at what is often a stressful time.

From the family home, bach, car and boat to more complex general insurance needs, Lance brings deep experience, calm guidance, and a genuine commitment to looking after his clients when it matters most.

If you'd like to speak to Lance about your current policies - or if you need to put a new policy in place - book a free review here: www.threefold.co.nz/enquire

With household costs continuing to rise, many New Zealanders are looking for practical ways to cut expenses and make fas...
22/01/2026

With household costs continuing to rise, many New Zealanders are looking for practical ways to cut expenses and make faster progress on their mortgage.

This NZ Herald article shares useful insights from finance experts on budgeting smarter, reviewing household bills, and finding ways to reduce interest costs over time, without drastic lifestyle changes. (https://www.oneroof.co.nz/news/how-to-slash-household-bills-and-pay-off-your-mortgage-faster-in-2026-48691?utm_source=nzh&utm_medium=referral&utm_campaign=nzh-home)

From reassessing regular expenses to making small but meaningful adjustments to your mortgage strategy, there are opportunities to improve your financial position even in a challenging cost-of-living environment.

Worth a read if paying down your mortgage faster is on your 2026 goals list. If you'd like personalised advise on how to reach your savings goals faster, book a free chat with one of our team here: www.threefold.co.nz/enquire

Our advisers are great - but don't just take our word for it!"I have used Threefold for a few years now and the whole pr...
20/01/2026

Our advisers are great - but don't just take our word for it!

"I have used Threefold for a few years now and the whole process was smooth and stress-free from start to finish.

"Communication was clear, all my questions were answered quickly, and I felt supported the entire way through. They made what could have been overwhelming feel easy and straightforward.

"Highly recommend!"

Thanks, Mirelle - we really appreciate you taking the time to share your experience of working with our team.

If you want an adviser who will help you navigate your mortgage, insurances or KiwiSaver with ease, get in touch with our team. To book your free review, click www.threefold.co.nz/enquire

18/01/2026

When your fixed rate is coming up for renewal, deciding whether to refix or refinance can feel unclear.

Both options have their place. The right choice depends on factors like your current rate, loan structure, future plans, and whether your mortgage still suits your wider financial goals.

In this video, one of our advisers Luke Snedden walks through the key considerations to help you understand your options and make a confident decision.

If you’d like to talk through your options with our team, book a free chat with one of our team at www.threefold.co.nz/enquire

We really appreciate it when our clients take the time to share their feedback on working with our team. According to Be...
14/01/2026

We really appreciate it when our clients take the time to share their feedback on working with our team. According to Bevan:

"Bruce and Jason were exceptional to deal with.

"They helped us immensely with securing both our mortgage and insurances, and made the whole process feel easy and stress-free. They’re great guys - very accomodating, understanding, and never pushy.

"Communication was always clear, and they genuinely had our best interests at heart.

"I highly recommend Threefold to anyone looking for friendly, professional, and reliable support."

If you'd like to speak to an adviser who has your best interests at heart, book a free review today: www.threefold.co.nz/enquire

A new year is a good time to check in on your finances.Whether you’re reviewing your mortgage, reassessing your KiwiSave...
12/01/2026

A new year is a good time to check in on your finances.

Whether you’re reviewing your mortgage, reassessing your KiwiSaver strategy, or making sure your insurance cover still fits your life, a fresh perspective can make a real difference.

With expert mortgage, personal insurance, KiwiSaver and home & contents advisers within our team, we can help you get your finances in order and feel confident taking the next step.

To book a free review with one of our team, visit www.threefold.co.nz/enquire

Address

Level 1, B:Hive+, AIA Building, 74 Taharoto Road, Takapuna
Auckland
0620

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+6494180773

Website

http://www.threefold.co.nz/win_mortgage, https://linktr.ee/threefold_group

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