Shona McDowall - Financial Adviser

30/10/2025

Learn about making an offer at settled.govt.nz: https://www.settled.govt.nz/buying-a-home/making-an-offer/

02/09/2025

21/08/2025

21/08/2025

People were often advised to focus hard on paying off debt before apply for a loan.

Full story ⬇

21/08/2025

The Reserve Bank's committee members were split on the size of the cut.

05/08/2025

Looking to get on the property ladder or grow your investment portfolio?

You're not alone, and you don't have to figure it all out on your own either. At Apex Advice, our team offers tailored home loan support to help you navigate the lending process with confidence.

Advisers like Karyn have recently helped clients Trace and Jimmy take the leap into investment property ownership, turning a dream into a done deal.

Learn more about Karyn and how Apex Advice can support your journey: https://tinyurl.com/44xmh7m7

05/08/2025

It’s Money Month!

This August, let’s talk about building your emergency fund, your first line of defence against life’s unexpected costs.

At Apex Advice, we don’t just talk savings, we help you create a practical, personalised plan to get there. Starting with your emergency fund, we work with you to build a financial safety net that fits your life, your budget, and your goals.

Here’s how we support you:

✅ Insurance – Make sure you’re covered, so your savings don’t take the hit.
✅ Home Loans – Restructure your mortgage to free up room to save.
✅ KiwiSaver – Align your contributions and fund with your wider goals.
✅ Investments – Once you’ve built your buffer, we help you grow your wealth.

Ready to take the first step?

Book a free chat with one of our advisers today. Click here to learn more https://tinyurl.com/3hebj9x8

05/08/2025

Homeowners have been able to ride the wave of falling interest rates and ease cost-of-living pressures more easily

05/08/2025

📉 Record numbers of Kiwis are switching banks for better mortgage deals, should you?

Recent reports show that mortgage switching hits a record high as loan terms shorten. https://tinyurl.com/3w63x2ph

More homeowners are reviewing their home loans than at any time in the past decade. With rising costs and tighter budgets, it makes sense to reassess your mortgage and explore smarter options.

Whether your fixed term is coming up or you just want to know if you’re still on the best deal, a home loan review could make a real difference.

Our home loan advisers are here to help you stay financially confident. Book a free chat with an adviser today. 👉 https://lnkd.in/gh5kNAFt

03/07/2025