Borrowing money or setting up an insurance policy isn’t tricky – anyone can do it. But when’s the last time someone took the time to give you really good financial advice?
We want to understand you. Who you are, what your approach to finances are, where you want to be in the future, what your favourite cocktail is (we might even send you a bottle to help mix it up when you’re all done and dusted! No promises though). Because once we understand you, we can help to give you tailored advice.
We don’t have a cookie-cutter approach – even though we love cookies
Everyone’s needs are different, and that’s why we love this industry. But when we focus on building brighter financial futures, we can’t go too wrong!
Porirua
based.
Digitally connected.
Our team works from our Whitby office, but can meet you at your home or workplace if that suits better.
Time is often of the essence, and meeting online often means our advisers can see you sooner, so where possible we like to meet via Google Meet. Our clever booking tool means you can arrange meetings with your adviser right here on our website. Give it a go!
We use smart software to help with your mortgage or insurance applications. Bright Mortgages & Insurance clients get sent links to log in to their own portal where they can give us all of the information we need, and upload any documents. You’ll be kept up-to-date right throughout the process by email and text, too.