Lem Willcox

Adviser

lemuel.willcox@easystreet.org.nz

+64 21  365 142

See Disclosure Statement

Our Advisers

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About Us.

We're a one stop shop for all your financial needs. First we arrange your Mortgage, we protect it, then we help you save for retirement.

Education is our mission. To provide a guided path to those who want success but understand the hard work and leadership it takes to get there. We don’t promise fantasies but set realizable goals and to help you unlock your potential.

No Bull

Education is our mission. To provide a guided path to those who want success but understand the hard work and leadership it takes to get there. We don’t promise fantasies but set realizable goals and to help you unlock your potential.

Our Promise.

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Customer First

Integrity isn’t practiced, it’s in our blood. We put our customers at the center of our recommendations. For us, our advice means making a meaningful impact on your financial wellbeing and future wealth.

 

Transparency

Our process calls for us knowing sensitive information, like how much you earn. Because of this we think you should know how we make money and how this could impede an adviser’s recommendations.

 

Trust

We hold a fiduciary responsibility to protect your information, and act in your best interests. This means your financial information, your goals and aspirations are secret.

 

Value

We guarantee that our rates are the best in the market. If they’re not the best for your circumstances, and you still decide to progress with us, we’ll give you a $100 Visa Prezzy Card.

Our Services

 

Mortgages

First Home   –  Getting your deposit together can be hard. However, you might be eligible for certain schemes aimed at getting you in your first home. 

New Home   –   Already have a home? Looking to upsize,  downsize or looking for a top-up? Our variety of lenders and best rates can help.

Investment Property   –  Getting enough equity to buy your next home can be difficult. However, some specialist banks have lower equity requirements than big banks.

 

Insurance

Life Cover   –   Protection againstthe event of untimely death.

Income Cover   –  Protection for your Income against sickness, disability or redundancy.

Trauma Cover   –  Suffering a serious illness or disability.

Permanent Disability Insurance  –  Suffering a permanent disability.

Health Insurance  –  Providing for timely hospital or specialist treatment and day to day medical expenses. 

Home, Contents and Car  –  Protection for your assets and personal things.

 

Investments

KiwiSaver   –   Saving for retirement with New Zealand’s most popular scheme. Not sure how much you have, or which provider has your money?

Investment Funds   –  Similar to KiwiSaver, without much of the restrictions on when you can remove your funds.  Have money in the bank or term deposit? 

 

 

 

 

Contact Us

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