Mortgage Express Adviser – Donna Marks

“I am excited about being able to help my clients achieve their goals with access to all the different lenders who can provide the solutions that fit their individual needs.”

I have more than 30 years’ experience in the financial services industry. Much of that time spent working for a major bank in retail lending and management, as well as three years working with a trustee company handling estate planning including Wills, Power of Attorney, Estates, and Family Trusts.

Best described as friendly, interested, empathetic and caring, I pride myself on taking the time to get to know my clients while building strong and lasting relationships with them and helping them achieve their own individual financial goals.

“I care about my clients and genuinely want to make a difference in their lives. I believe that it’s about what’s good for you not me, and I take pride in building trusted relationships which often continue long after buying a home.”

As well as a long history in the mortgage industry, years of experience and knowledge, I have owned different investment property types and still have residential investment property, so I understands the risks associated with owning this type of property and know what to look out for.

I have a Diploma in Business Studies with an endorsement in Financial Planning, Certificate IV in financial Services (Personal Trust Administration), and NZQA Certificate in Financial Services, Level 5, Residential Property Lending.

With a focus on first home buyers and investors, I am pleased to be providing residential lending advice in the greater Wellington area.

A disclosure statement is available on request and free of charge.

“Caring, trusted and experienced. Working for you to help you get the advice you need to achieve your goals.”

Highly recommend Donna

Lovely lady who knows the industry inside out. Highly recommend Donna for anyone looking for new lending or refinancing” “Thanks so much for all your help. You have made this possible and we are greatly appreciative.