The Loan Marshal (Registered Financial Adviser)
Jo has over 28 years’ experience working in the financial industry with one of New Zealand’s major banks in retail banking. With this, Jo brings over 25 years of lending experience and is looking forward to sharing her knowledge and helping clients progress towards their financial goal of home ownership, especially in Rodney and the surrounding areas.
Coming from the rural area of Port Albert, near Wellsford where she owns 80 acres with her husband, Jo loves the rural lifestyle. Jo has a strong interest in horses which sees her as a regular around the equestrian circuit with her two daughters, who mostly compete in show jumping and show hunter.
Jo is involved in many other areas of the community and looks forward to helping people.
Jo is passionate in finding a solution that will work best for the client (in both personal and business). Feedback from previous clients has been that she is easy to deal with and spends time explaining the process. Understanding how your home loan works is important to ensure that things remain manageable and stress free.
Jo would love to be able to help you in achieving your financial dreams so give her a call to discuss your needs.