Rod Schubert Email & Phone Number

We are a holistic Advisory providing 'Real advice, in really easy to understand terms'.Our firm is a boutique, client-focused advisory firm that serves as a one-stop financial shop for all your financial advice needs. We have established relationships with multiple lenders and insurance companies, and we can refer you to trusted partner organisations for your KiwiSaver and general insurance requirements, are more, if necessary. We believe that this comprehensive approach to financial advisory is where a robust financial advice relationship can genuinely make a difference.Rod Schubert provides advice on these areas:- Mortgages: refinances, new purchases and fixed rate renewals/re-structures with your existing provider. - Risk Insurance: life, trauma, TPD, mortgage repayment/income protection, business, and more.In-house other services offered:- KiwiSaver: Amy Ennis is our qualified KiwiSaver Adviser. She joined us in 2024 and comes from a private banking background at NZ's biggest banks, and also more recently worked in NZ's largest investment firms.We refer the following services:- Fire & General Insurance; home, contents, car insurance, to PI/PL and other business insurances.- Asset Finance.- Foreign Exchange.- Reverse Mortgages.With over 20 years of experience as a mortgage/finance specialist, I have decided to expand my advisory reach and services. I am a level 5 NZ Certificate in Financial Services qualified professional, constantly updating my knowledge through further studies. I am proficient in advising on both, mortgages and risk (Life & Health) insurance.Tune into our Podcast here: https://spoti.fi/3P8gAue

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  Saint Peters College

  College