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TAG Team

Stephen
  • Stephen

  • Mortgage Specialist
  • Registered Financial Adviser (BCom)
  • Phone:09 576 2370
  • Mobile:0274 584 619
  • Email:stephen@thetagteam.co.nz

Stephen is our 'go to' numbers guy and is great at providing a solution to all our clients different requests. His philosophy is to deliver a quick and efficient service to our clients in a way that involves them but makes it as simple as possible. He has the ability to remember almost everything and has a great relationship with many of our clients, some from last Month and some for over 15 Years now. Golf is his escape when he is not being "Dad", but he has way more success with helping clients than he does with golf.

Michelle
  • Michelle

  • Mortgage & Risk Insurance Specialist
  • Registered Financial Adviser
  • Phone:09 5762370
  • Mobile:0274 366653
  • Email:michelle@thetagteam.co.nz

Michelle is the master of both Mortgages and Insurance (and the office).

With over 15 years of experience, Michelle saw the need for both her Moneytree clients, and Stephen's Mortgage Minders clients, to have a full advice solution that worked off the back of them being the trusted advisers to both companies.

(TAG) The Advice Group, thanks to Michelle now provides that to all of our clients.  It just made sense and has been a huge success with a lot of happy clients who now have their mortgage and insurance solution inline and under one roof.

 The gym, family and the girlfriends are just a few of the things that fill in her time outside of TAG...

Phil
  • Phil

  • Insurance Adviser
  • Registered Financial Adviser
  • Phone:09 576 2370
  • Mobile:021 313 231
  • Email:phil@thetagteam.co.nz

Phil joined the team as a perfect fit to help our clients out and make sure their insurance solution was as good as the mortgage one, and that they work together.

At TAG we want the best for our clients.  Phil is one of the best at providing a "Plan B" that works, makes sense, and is easy to understand.

The family and a bit of boxing keep him balanced and he is the other "go to guy" in the office.

Rachael
  • Rachael

  • Client Relationship Manager
  • Registered Financial Adviser
  • Phone:09 576 2370
  • Mobile:021 311 988
  • Email:rachael@thetagteam.co.nz

Rachael joins the team after years of sales experience based on providing options and solutions.

Rachael keeps in regular contact with all of our clients, reviewing and realigning their mortgage solutions.

Originally a long term client who was really impressed with her TAG experience, she has now completed two years of training and is a Registered Financial Adviser.  When she is not helping us make our TAG boat go faster, she is either with her Waka-ama team (making their boat go faster), teaching yoga or hanging out with her family. 

Paulette
  • Paulette

  • Office Manager
  • Phone:09 5762370
  • Mobile:021 150 7973
  • Email:paulette@thetagteam.co.nz

Paulette is our person who knows where everything is and how it all works.

She has been part of the team for over 10 years now and knows a lot more than she lets on!!

Local, loyal and a major part of the team, she does a lot to make sure we all have some fun at the same time as getting the job done.

Family, friends and "her boys" easily fill in the time outside of her part time "TAG Team" role. 

Rebecca
  • Rebecca

  • Practice Manager
  • Phone:09 5762370
  • Mobile:
  • Email:rebecca@thetagteam.co.nz

Rebecca's first taste of the corporate world began as a recruitment consultant, specialising in IT and Marketing, from here the travel bug got hold of her and she was off traveling Europe and working as an Events Co-ordinator in the UK for large corporate events such as London Fashion week.  Family and the NZ summer brought her home some 3 years later, where her organisational skills introduced her to the insurance world.

Her affinity for creating, understanding and implementing processes was essential in order for her to succeed as a Practice Manager.  More recently she has owned and managed an Insurance Practice Management business, however with the arrival of her second daughter the balance of running a business as well as kids was too much.  Her desire however to keep within the working world and remain in her local area led her to the TAG team who have provided her with the flexibility to manage her home and professional life.

Contact us to hear more about our services.

Fantastic service, truly have the customer in mind and do whatever it takes to get the right solution.
They have also done an unprompted review of our arrangements and suggested changes that have saved thousands of dollars. I would recommend Mortgage minders to anyone.
Brian
From the beginning they have been really helpful and friendly. I dealt exclusively with Leanne, who has consistently been going "above and beyond" what I expected, to help me out. The results were great, and everything was always clearly explained to me. It has been greatly appreciated, and I look forward to future dealings with her.
Daniel
We have been using Mortgage Minders for over 13 years now and have always been impressed with both the quality and promptness of service. Again, with a refinance and further loan structuring this month, we are blown away by the care and diligence of the team in making sure we got the best deal at the best price; the advice is sound and you are made to feel that for once someone is working for you, not for the bank!
June
I had finally found the home i wanted after 3 months searching but the mortgage i would need to finance it was more than my bank indicated they would lend. Thanks to Stephen & Leanne they made it happen very quickly & at interest rates far better than what i was previously paying. Would very happily recommend them to anyone
Kelvin Fleet
Top communication, always keep you in the loop, explore different options, always let you finish what you are saying even if what you are saying is not very smart (excellent customer service and excellent attitude), make things happen, very creative in tackling challenges and suggesting solutions. And of course they know their stuff. Was referred to this broker, now refer people to this broker and will keep doing that. I recommend anyone to use MM. Experienced with different types of lenders…
Marina
When we were unsure of our mortgage options, Stephen and his team took over the question and sorted out an excellent solution for us. Their communications were timely and helpful. I can not say enough about the excellent service and happy outcome provided by Mortgage Minders.
Max Grant
As always, Mortgage Minders went out of their way to make our recent mortgage process smooth. This transaction was a tricky one and Steve had to think outside the square for solutions. We have done business with Steve and Leanne for many years and know they provide outstanding service, provide excellent advice and negotiate good rates for us. I would not hesitate to recommend them.
Megan
Enjoyed working with both Stephen and Michelle. They knew their products, listened, caring, nice people. I work recommend them both.
Susanne
The team at Mortgage Minders, and in particular, Leanne, made our foray into purchasing a house less daunting than it could have been. By providing all the options available to us when it came to securing our mortgage, we were incredibly thankful to have Mortgage Minders running the hard yards for us, whilst keeping us totally in the loop with what was happening. No hesitation whatsoever in recommending these guys when it comes to buying your next property.
Vincent
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