Financial Adviser Tauranga | Marie Scawboard | SOS Financial

Marie Scawboard – Financial Adviser (Mortgage Specialist)

Marie Scawboard, Mortgage Broker, Tauranga 
 

Marie specialises in:

  • Residential Owner Occupied Home Loans
  • Residential Investment Loans
  • Residential Construction Loans
  • Refinancing & Top up Loans
  • Business Finance


Contact Marie

Mobile:  021 293 1353
Email:    marie@sosfinancial.co.nz

After 29 years of working in the financial services industry within banking, I ventured out to become a mortgage broker allowing me the opportunity to share my knowledge with others.

I understand the importance of building relationships and trust, and find it satisfying that the knowledge and experience I have gained, helps my clients achieve their home ownership dreams and business goals. I have found that this knowledge and experience also gives me the ability to deal with all lending request I receive.

I pride myself on my standard of customer service and attribute excellent communication skills as the key to managing both client and lender expectations smoothly and effectively.

For some first home buyers the process can be daunting and I really enjoy being able to help people become “mortgage ready” and for them to achieve their dream of home ownership.

I am able to assist you with any form of residential or business lending.

I am a member of:

  • Insurance & Financial Services Ombudsman Scheme Inc
  • Financial Advice New Zealand

I have achieved the following qualification:

  • NZQA National Certificate in Financial Services (Financial Advice) (Level 5) Residential Property Lending.
  • Lending Code of Conduct for Mortgage Advisers

View my Disclosure Document
 

"Marie has made a hugely positive impact on our lives. Before meeting her; we were unclear on how to best manage our finances, especially in the longer term. The advice and guidance she’s provided have helped us to secure our financial future and enhance our immediate lifestyle. Marie’s obvious experience in the financial industry underpins the sound advice we’ve received; we only wish we’d met her 10 years earlier. We genuinely and whole-heartedly recommend people to seek her advice; you won’t regret it!"
Clive and Kathryn Poultney (Tauranga)

READ MORE TESTIMONIALS HERE