Lunch & Learn - Asset Protection & Lending
Join Samantha Durning from Advice First and Claire Williamson from MyMortgage as they cover key topics to protect assets and lending.
Samantha is a talented Financial Adviser with multiple years’ experience in the New Zealand insurance industry. She specialises in life cover and personal health insurance to help her clients realise a better future by having appropriate financial protection in place.
Samantha is passionate about finding insurance solutions that can offer great outcomes for clients. She is also interested in helping her clients with their ongoing financial goals.
Before becoming a Financial Adviser, she managed her own successful family business and has recently completed qualifications for financial services: Life & Health and Investments.
Claire is Director of My Mortgage, a mortgage broking firm with strong roots in the Waikato, aiming to make home loans fun, easy to understand and practical for our clients. She’s been an adviser for over 6 years and in that time has helped hundreds of first home buyers, businesspeople and investors into properties with excellent advice and support throughout the process.
The My Mortgage Team is known for leaving no stone unturned, their quick, easy to understand communication style and creating innovative solutions to today’s challenges in lending and beyond. We’re also young, technologically savvy and quick to adapt to new ways of doing things, turning the financial advice industry on it’s head and having a lot of fun doing it.
A component of protecting your assets is insuring that you have the right cover for your needs and goals, understanding the structure of who owns your policies and who is the insured. Asset protection is about is about identifying those gaps and creating a tailored solution that works best for you.
The residential lending landscape is almost unrecognisable from what it was two years ago and navigating bank requirements and policy has become more challenging, for businesspeople, investors and first home buyers alike. More are reaching out to advisers to provide a range of options and help make the process easier.
In this session we’ll cover;
- Residential lending policy specifically for businesspeople – those who are self-employed or have contracting income – and how you can get into the best position possible while still managing business lending, risk and liability from a business perspective
- Changes to serviceability and expenses in 2022 – and a bit of the truth of these changes from the horses mouth. Here we’ll be providing case studies around how different lenders can vary and what options are available
- How to get into a good position to borrow money – advice for First Homes, Builds, Investments or renovating your home
Registration is required to attend.