AIM Financial Services

Kind words from happy clients

Testimonials

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I have recently refinanced my mortgage facilitated by Tahei and her team at AIM. It wasn't as straight forward a process as I had imagined. It took a lot of time filling out forms and seeking out specific details about personal income, banking, tax employment history and the like but the fruits of my labour were rewarded handsomely - in the end. While you are required to put in some effort, in actual fact, Tahei and the team at AIM do most of the hard yards crunching numbers, providing formulas, and chasing the best deals from the banks - for you. They even found me an affordable lawyer option here in Gisborne which I was thrilled about. AIM explain the entire process really well providing easy to follow breakdowns and communications all along the way. My head is not good at numbers so they were patient with me ensuring that I always understood their information and or advice. And they don't push one bank over the other which has happened to me in the past with other mortgage brokers. I am more in tune with my finances and mortgage details like never before and I like that AIM were supportive in their financial advice of my aspiration to be mortgage free sooner rather than later. The whole process was empowering. I feel completely in charge of my finances now where as before I just left it to the banks to take care of. In future I will be using AIM to review my mortgage at the end of each term to ensure I am on the best structure and with the right bank. AIM take the pain out of doing that research and at the best thing is that it's at no charge. Thanks Tahei, thanks AIM. I really dig you guys and the good work that you did for me. 🙂

Josie McClutchie 12/07/2016

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Being first home buyers, we were very unfamiliar with mortgages and personal insurance. Beth and I found Kerry very helpful and he was always available to clearly explain our options. He was also able to give sensible advice without any bias or motive. We were also satisfied that we were getting the very best deal possible, as we were provided with several competitive products and lower negotiated rates. Thanks again for all you help and advice!

Mike and Beth Peters 12/07/2016

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When applying for my mortgage, I liaised closely with Nick Alcock. The Alcock family had a good name and trust in the financial structure of lending for property investment which is why I chose their firm. From the moment Nick was introduced to the logistics of my borrowing criteria, he made things very easy and got the ball over the line when setting up the borrowing. I was so pleased with the outcome. My investment is working well and Nick always keeps me informed if the mortgage needs attention to rates and fee's and offers great advice when needed.

Sam Southwell 12/07/2016

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Kerry made buying my first home possible! It sounds cliched but I wouldn't be the proud first home owner I am now if I hadn't used Kerry. He provided me with all the knowledge I needed when thinking about buying and walked me through each step of the way, providing realistic expectations and invaluable advice that helped me reach my goal. Kerry was very professional and made the whole process much easier than approaching home loan lenders independently.

Jenae Valk 12/07/2016

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Kerry has helped me out so much! He was given a near impossible task and has delivered the best results! He is cool, confident and really knows his stuff, I will always recommend Kerry as a Mortgage Broker to anyone looking for the best advice and help when looking for financial help. Thanks Kerry, you rock!

John Maloyd 12/07/2016

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Finding the right mortgage, the right bank and the right interest rates for us was essential when buying our 2nd home. Mark Miller from Aim Financial Services made this process stress-free, seamless and easy. We would highly recommend Mark for his professional yet personal approach to finding the right bank for our needs. He was always very prompt in getting back to us and kept in touch during the entire process of us looking into houses and different situations. Mark made the otherwise stressful process of comparing banks and finding the right mortgage for us simple- why would you do it yourself when you can use the services of Mark!

Miranda and Matt Harrison 12/07/2016

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When I reflect upon the work that Tahei Simpson has done for my wife and I the words accessible, diligent and thorough spring to mind. My wife and I weren’t always available to chat in normal working hours and we appreciated Tahei’s flexibility when discussing what we wanted re our mortgage etc; Tahei’s diligence became evident in our preliminary conversations and the level of information she provided allowed us to make an informed decision for something so important. Needless to say Tahei is extremely thorough, in that she provided us with a number of options with banks when we looked to re-fix/re-float our mortgage. To conclude, my wife and I would not hesitate to recommend Tahei Simpson as the go-to person if you’re seeking the best financial advice the industry has to offer based upon your circumstances.

Simon Phillips 12/07/2016

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Kerry has been immensely helpful to us as we have sought to buy our new house. His unfailingly calm approach and consistently reliable delivery has simplified what might have been a very complicated process. Kerry has made our lives easier and helped us to achieve what we have wanted to do for a number of years: provide a better space for our family to grow. Thank you, Kerry!

George and Liana Hulbert 12/07/2016

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Thank you [Tahei Simpson] so much for all of your efforts in helping me source new financing after my difficulties with my previous bank. You listened, advised sensibly and came up with an excellent solution that has helped me avoid a potentially bad outcome had I followed my bank's advice. The speed and professionalism with which you worked gave me much relief and I am more that satisfied with your service. I look forward to you looking after my future finances as well as advising me on the best specialists for my insurance and KiwiSaver options.

Geoff Dolan 12/07/2016

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Working with Mark was an absolute pleasure. We had a very challenging ride through some untested waters with my mortgage approval and Mark was supportive, engaged and solution-focused at every stage. He went over and above the call of duty in several instances, and was always positive and cheerful. I would not hesitate to recommend Mark and AIM Financial Services to anyone seeking a mortgage broker. 11/10.

Simon Horrocks 12/07/2016

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Kerry..I wanted to send you a quick message of thanks for all your help with our financial situation of late. You have helped make the process much less daunting and tackled the banks on our behalf. We are incredibly grateful for your help in our change of banks. We were virtually being strangled by our own asset (property) and previous bank but now we feel totally in control and looking forward to starting our subdivision and build. Thank you!!

Daniel Lewis and Judy Revell 12/07/2016

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Nick sorted everything out and was great to deal with.

Lachlan Palmer-Hubbard 12/07/2016

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Nick was a great help. He went above and beyond with his ability to work quickly and provide me with the necessary information I needed to make an informed decision. I would not hesitate to work with Nick again.

James Colley 12/07/2016

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