Te Awamutu 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: Crowe Horwath Te Awamutu
Date & Time: Tuesday 22nd November, 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.

Kylee Jacobsen - Jacobsen & co

Kylee is our go-to person in Hamilton & Te Awamutu for property transactions, but she also has years of experience in all other areas of law.

She takes great pride in not being a "typical" law firm, loves to get out and visit her clients and is always "keeping it real".

Approachable, friendly and exceptionally good at what she does, Kylee focuses on creating strong relationships with her clients and will be your "person" for many years to come.

She lives in Te Awamutu with her young son and husband, and loves coffee almost as much as she loves nutting out solutions for her clients.

Come and chat to Kylee and you'll see just how easy it is for her to manage your next property transaction.

Craig Sanders - Crowe Horwath

Over the years working in the business advisory and accounting industry, Craig has seen many families go through hard times because they did not have a succession plan in place.

This is something Craig is very passionate about. Life issues, long held fears or disagreements, future aspirations and not wanting to talk about money with family members can create massive issues within a family unit, and in many instances, the problem can be as simple as facing the fact that there is no one 'next in line' to actually succeed the business.

Craig works with clients to understand their business and personal aspirations, and develops strategies to ensure they become a reality. He understands first hand what the key issues are around family succession are how to manage the process of exiting. His personal, down-to-earth approach and ability to talk to anyone puts people at ease to develop a meaningful client advisor relationship.

Craig works with an experienced and knowledgeable team of professionals who assist him in all manners of succession planning and business advisory.