But it makes sense that you'd want to know who we are.
We are of the belief that everyone deserves to be treated with dignity and respect, regardless of their story. We love working with those who are open, ready and willing to learn about improving their finances and buying property.
We love to help you reach your goals, and we'll do it time and time again.
Absolutely thrilled with the service I received from Shaun. He was able to help me get the outcome I was after, which I couldn't do by going direct to my bank, and he made it so easy for me. Prompt, efficient and offered lots of extra advice along the way. I will definitely be using Curtis & Co again in the future. Thank you Shaun.
I would like to take this opportunity to say Thank You to Shaun and the Team of Curtis & Co. Financial Services for the amazing work they did, that has allowed us to fulfil our dream. Special mention to Shaun for his professionalism, knowledge base and negotiation skills, and an acknowledgement to the team who work behind the scenes to ensure things run smoothly. Shaun was easy to work with, professional, and always kept us updated. He offered support, guidance and help throughout until the deal was sealed. I recommend Curtis & Co Financial Services for any of your financial endeavours big or small. This is the Team to get things done.
Shaun is our Adviser and has a proven track-record in helping clients achieve their financial goals. He specialises in tailoring mortgage options to clients individual circumstances, and offers personal insurance solutions to ensure the things that are most important to our clients are taken care of.
Gareth is our Senior Lending Specialist, ensuring you have a smooth experience and keeping everything on-track. With over twenty years of experience in providing superior service in the finance industry, Gareth is passionate about representing our clients’ best interests.
Cass is our Lending Specialist, and works with the banks and lenders directly to provide our clients a seamless process from start to finish. Cass is also the friendly face you’ll first see when visiting our Kerikeri Office.