p. 03 377 3693
e. alex@cicfinancial.nz
Mortgage Adviser, & Property Enthusiast
Alex works with clients to help them achieve their property goals—whether that’s buying their first home, building an investment portfolio, or gaining financial flexibility for their families.
With over six years of experience in commercial sales, he has transitioned into mortgage broking to make a more direct impact. Alex enjoys guiding people through the home-buying journey and helping them make confident, informed decisions.
Not only does he work through residential lending, assist people buying for investment properties but also commercial properties to run their business out of. Helping people with their goals for retirement incorporating property is a part of the job he values the most. Alex finds it incredibly rewarding to see clients reach milestones that once felt out of reach—and knowing he played a part in that is what drives him every day.
Alex also works with individuals and families to design insurance solutions tailored to their unique needs and budget. He also advises businesses on innovative strategies and products to reduce financial risk. This includes guidance on protecting against the impact of business debts and expenses, as well as the premature death, temporary disability, or permanent illness or injury of key personnel and Employee Benefits.
Fun fact:
Outside of work Alex plays cricket and golf when he is not running around after his 1-year-old. Ideally time away from work is spent active and with family!
Please book in your free 15-minute phone call to see if we can help you with your financial life.
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