Prior to going out on his own, Aaron worked in the banking sector for over 20 years. During his career, he worked in roles such as Regional Manager of Retail, National Manager of Business Banking and Head of Business and Commercial for the following major banks; The National Bank, ANZ, Westpac and TSB.
Aaron has created and expanded three personal businesses, so understands the operational issues and complexities that business owners face.
His background coupled with his knowledge of understanding business, the economy and bank requirements, means Aaron knows what it takes to be successful in business.
Aaron enjoys forming a strong partnership with the business owners. He gets alongside them and together they come up with solutions to achieve their goals.
Alan is a career banker of 40 years and counting. Commencing with ASB and later working with The Cooperative Bank, The National Bank, ANZ and Westpac. He also has significant experience with equipment and asset finance through his experience at CFC Finance and Mercedes-Benz.
Alan is a high achiever, having set national records at a number of banks including The National Bank and Westpac. Alan has specialised in residential, commercial and asset finance most of his working life, and has learnt to navigate most situations regarding lending, understanding both the requirements of the clients and the funders but ‘he is on your side’.
Barry completed his Finance degree at Massey University and commenced a 20-year career in banking. Barry worked as a relationship manager in business and commercial banking at The National Bank, Westpac and ANZ. During that time, he received many awards of recognition.
The decision to become an independent mortgage advisor in 2015 led to the creation of Wise Owl Mortgages, a boutique mortgage business. Wise Owl Mortgages grew quickly over its 5-year history and expanded into a consulting finance role for childcare business owners.
Barry has 10 years’ experience in the childcare finance market. During this time, he was involved in complex construction, remodelling of childcares and purchasing childcare businesses. His connections in the banking sector allow him to source lending offers which are market leading.
Barry is a strong networker and has a selection of experts in various fields who provide superior service to all his clients.