Mortgage and Refinancing Advice

Get your mortgage under control

Are you struggling to secure a mortgage for your first or next home or business, or perhaps you’re feeling overwhelmed by the prospect of refinancing your current mortgage?

Maybe you simply don’t have the time to sift through all the different bank rates and options.

It’s completely normal to feel confused and even anxious about this process – navigating the world of mortgages can be complex and time-consuming.

But it doesn’t need to be like this.

Mom and son are walking hand in hand across the field, a white labrador is walking next to them and dad is walking in the background

Instead, imagine a stress-free mortgage or refinancing process where you feel empowered and in control.

Picture yourself securing the best possible mortgage terms, giving you the financial flexibility to pursue your dreams.

Having your money, bank accounts and loans structured smart – to pay your loan down faster and keeping living life.

This is precisely what my mortgage advice service offers.

I’ll guide you through different mortgage scenarios based on your specific needs and goals, removing the stress and confusion from the process.

Whether you’re a first-time home buyer or looking to refinance, I can help you secure the best mortgage terms for your unique situation.

Two female colleagues in office working together.

We start with a comprehensive questionnaire to understand your unique situation, then work with you personally to crunch the numbers and explore different scenarios.

Whether you’re a new home buyer, looking to refinance, or seeking a more functional home closer to your family, I’m here to guide you every step of the way.

We are delighted to express our gratitude for Helen Grant’s exceptional mortgage advisory services. Helen facilitated our recent mortgage refinance and her professionalism and positive attitude transformed a potentially stressful process into a remarkably pleasant experience. This was a welcome surprise for us, having had quite different experiences in the past.

Helen’s thorough approach instilled confidence in our decision-making, and she navigated complexities effortlessly. Her creative and detail-oriented approach left no stone unturned or questions unanswered and at all times Helen maintained a solutions-focused attitude which really put us at ease.

Helen managed to secure us a fantastic rate with a new lender, but more than that she managed to give us a stress free mortgage refinancing experience. Thank you Helen, we are customers for life!

E & P

Hi, I’m Helen.

In 2019, I found myself a 50-something, single mum with a part-time therapy business. No stable income record and the need to create financial security for my kids and me. It was a mess.

A friend connected me with a financial advisor, and within 6 months, I established a steady income, cleaned up my banking record and could buy out the other share of the family home for my kids and me.

This journey made me realise that our financial well-being is a huge part of our overall well-being.

Now, as a financial advisor specialising in mortgages, as well as natural health practitioner, I’ve seen friends and clients live with the repercussions of financial choices made without being shown the long-term impact of their choices.

That’s why I am passionate about helping people create the life they want.

To help people navigate change, strong – grounded, and confident in who they are. Feeling and being in control of their financial independence and wealth.

Helen M. Grant

New Zealand Certificate in Financial Services
Residential Property Lending Specialist

Registered Financial Services Provider - FSP 1004224

For the purposes of the provision of advice in relation to mortgages, Helen Grant (FSP1004224) is contracted to DUX Financial Services Limited

DUX Financial Services Ltd

DUX Financial Services is registered as a provider of financial advice under FSP670191.

DUX Financial Services is a member of the Insurance and Financial Services Ombudsman (IFSO)

DUX Disclosure

Find The Best Mortgage For You

1. Fill in the questionnaire

We start with a short questionnaire to understand your unique situation.

2. I will email you back

I will email you the Authority document – this gives me permission to provide advice to you.

3. Let’s crunch the numbers

After you’ve completed the questionnaire, and the Authority form, I’ll be in touch to book an in-person or online meeting. And we’ll talk through the information, crunch the numbers and explore different scenarios to get you your new or refinanced mortgage.

4. Get your foot in the door

Now you know what your mortgage looks like, you can go shopping for your new home or feel confident your refinanced home is within your comfort.

Schedule a call today, and let’s navigate the mortgage landscape together, giving you the peace of mind and financial confidence you deserve

Book a free discovery call

Why is it so hard to get a mortgage?

I'm self-employed and have had difficulties securing a mortgage in the past. Can you still help me?

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How can you ensure I get the best possible mortgage rates?

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How long does the mortgage advice process typically take from initial consultation to securing a mortgage?

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I'm considering buying an investment property. Can you provide advice tailored to property investors?

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Book a free discovery call