New Zealand’s top mortgage and insurance adviser, Global Finance has won Westpac Auckland Business Awards 2016 for Auckland South for Excellence in Marketing. The award is for building superior client engagement and loyalty through effective communication using online and traditional media channels.

The judges commended the use of technology, online marketing and balancing both science and the art of marketing for effective customer engagement. They also commended Global Finance for building a loyal customer base who not only provides repeat business but also refer it to their friends and family.

It was also a finalist in the following categories:

* Innovation—for its Interest Saver Plan that has helped homeowners save many thousands of dollars in unnecessary interest on their mortgage. Since 1999, it is estimated by Global Finance to have helped its customers potentially save more than $100 million in interest cost over the life of their mortgages.

* Strategy and Planning—for building an organisation that can sustain the core business and client service values whilst experiencing one of the fastest growth rates for a business of its age in NZ.

These awards back up their Westpac Auckland Business Award for Excellence in Customer Service Delivery in 2015.

Global Finance would like to thank the sponsors—Westpac, AUT, Multi-Media Systems Ltd, Villa Maria—for their support and commitment together with Auckland Chamber of Commerce and ATEED for inspiring the businesses of Auckland to excel. 

With these awards, Global Finance has won more than 30 awards from prestigious institutions including Deloitte, ANZ bank, ASB Bank, Professional Advisers Association, AIA insurance and BNZ-INIBA awards.

The financial advice delivered to their clients and immense support Global Finance gets from them has been measured and recognised not just by the mortgage and insurance industry but across other industries as well. It has won prestigious awards where it competed with well-established businesses in many industry sectors.

Global Finance recently won the internationally reputed Deloitte Fast50 Award 2016 for the Fastest Growing Mature Business (more than 15 years old) in Auckland and Upper North Island. The award was announced by Deloitte on September 21, 2016.

Global Finance was the only mortgage and insurance adviser to win it this year.

Award winning Interest Saver Plan

Global Finance developed the Interest Saver Plan software in-house in 2000 to help customers tailor the mortgage structure to their unique needs and financial situation. This educates and empowers customers to take charge of possibly their largest asset and Global Finance estimates that the potential interest savings to its clients since 1999 is over $100 million.

In their latest customer survey, 93%+ of customers said Global Finance provided better savings and a loan term less than 30 years as compared to banks.

“We were blessed 7 years ago to have met Ajay and his team. He worked on a plan to pay off our 30-year mortgage in 13 years. We followed his guidance and direction and on the 3rd of Feb after 9 years and 3 months we are mortgage free.”

Brian Rodrigues, Customer

“Thanks for your support in our journey towards leadership in the mortgage and insurance advice industry. It has enabled Global Finance to be recognised and possibly the most awarded mortgage adviser in NZ.

"With our Interest Saver Plan, we help customers save thousands of dollars in unnecessary interest on their mortgage.

"Once again I’d like to thank our customers for inspiring us to give it our best every time.”

Ajay Kumar, Founder & Director, Global Financial Services Ltd

$1 billion in mortgages per year

No wonder, Global Finance is now arranging mortgages at a rate of about $1 billion per year. It has expanded its team of experienced and well-qualified professionals to provide the best service to its clients. It also plans to open a new branch in West Auckland shortly.

The company has taken a number of steps so that it keeps improving the quality of service it gives to its mortgage and insurance customers.

In May 2016, it setup an Advisory Board comprised of nominated industry leaders to guide their management team through this evolutionary process.

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