Matamata Seminar

We know there is some confusion out there around what Mortgage Brokers, Lawyers & Accountants can do to help you with financing your home or next property purchase.

So we've put together seminar workshops all over the Waikato to give you the tools and the people to be successful.

We aim to be a team of professionals who are fun, approachable, and will make your purchase easy.

Join us for a fun, informative evening where we break down the many services we provide, and explain in real terms what we can do to help.

To register, please fill out the short form below, and in the message let us know which seminar you'll be attending.

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Who will I meet?

Venue: Cooper Aitken Accountants
Date & Time: Thursday 1st December,
Registration from 5:45pm

Adam Thompson - My Mortgage

Adam has been a Mortgage Adviser since 2007 and started My Mortgage in 2012 in an effort to deliver a more personalized service to his clients using all of the benefits of available technology and to cut down on the jargon used by a lot of banks and Financial Advisers.

As someone in his early 30's, a property investor and having bought his first home at 18, Adam can see the lending process from a number of different angles and really enjoys getting to know his clients well so that he can achieve the best result in the long term.

He keeps saying that he'll be doing this until he retires and is looking for clients who want certainty of service in the long term and can build a long term relationship to get the best home loans options and ongoing advice

Claire Martin - My Mortgage

Claire joined the My Mortgage team in 2015 following an OE and previous experience in Sports Management, Accounting and Retail. Her enthusiastic approach to giving people real old fashioned service and working tirelessly for a great result has seen her strike up some excellent client relationships and she's always looking for more.

Claire has such a fresh approach to Financial Advice. Her knowledge is current and she's backed by a great team which leaves her free to spend the time helping her clients get the best results possible.

She'll be the person to speak to if you're looking to buy your First Home in the near future and shares her clients excitement for making the biggest purchase of their lives to date.

Paul Gascoigne - Magill Earl

Paul's background is ideally suited to his work. He was raised on a Cambridge dairy farm and remains in regular contact with his brother who now runs the busy (450 plus herd) operation. Paul graduated B Com (Ag) majoring in Rural Valuation at Lincoln University before completing his LLB at Waikato University in 2003.

As one of the newer partners (admitted to the partnership in 2009) Paul is determined to carry on the fine traditions of client service established by Terry Magill and Anne Earl. He already has a broad experience but tends these days to specialise in property and family issues relating to Marital and Relationship Breakdown, Care of Children, Residential and Rural Conveyancing, Trusts, Asset Protection and Succession Planning.

Paul enjoyed 2 years overseas including working in England before returning to the Firm. In addition to this valuable experience he also met his wife Jo in London and they are now the proud parents of Lucy (4 1/2 years) and identical twin girls named Emma and Hannah (2 1/2 years).
Paul is active in the community, with current involvements including honorary solicitor to several Charitable or Not- for-Profit organisations and Treasurer of Hinuera Rugby and Sports Inc.

Anna Bennett - CooperAitken

Anna joined CooperAitken in 1999, and after ten years of hard dedication, Anna became the first female Director in 2010, and now leads the team in Matamata

Seeking to build long term relationships with her clients, Anna enjoys helping them reach their financial aspirations and future lifestyle goals. She does this by taking an active interest in her clients situations and ensuring company structures, succession plans and tax strategies are correctly in place to maximise all opportunities for them. Integrity is what sets Anna apart, she believes it's not always what you say, but what you do that speaks volumes.

Anna has a very friendly relaxed personality, and a 'people-come-first' attitude. She loves meeting and helping her clients, and having come from a rural upbringing Anna will quite happily throw on her gummies and meet clients on farm.

Anna and her family live locally in Matamata and like to get involved in the community activities.