A BIT ABOUT US...
Finance Wise Limited was established in October 2014 by Christine Legge. Nicola joined Christine in 2015 confident that she too could provide a better way to help clients with their home lending, better than any bank or institution could. Our offices are centrally located in Warkworth and we service the Rodney area with ease. Many of our clients prefer for us to visit them at their home at a time that is convenient, however you are always very welcome to meet us at the Finance Wise office. We are mobile and flexible with our working hours. Our client base far exceeds the Rodney area and we are happy to conduct skype/phone meetings, making life easy for you!
Sadly Christine left Finance Wise in September 2017. However Nicola continues with Finance Wise Limited to provide clients with lending assistance. Nicola is an experienced professional who happily balances her diverse community involvement with her business endevours and finds her biggest reward is helping people reach their goals. You will find her refreshingly personable, professional and determined to secure the best lending solution for you. Needless to say all contact will be treated with the utmost confidentiality.
Nicola joined Finance Wise in June 2015. Originally from the U.K. Resident in the Warkworth area since 2000, she is the proud mum of four sons (so is often found at the local rugby club) Having run the family business alongside husband, Andrew, she understands the needs/challenges of being self-employed. She has extensive banking and finance experience spanning 30 years including Domestic Banking, Merchant Banking, Finance Broking and foreign exchange dealing. She began mortgage broking in 2008 and settled into bank lending in 2013. She is passionate about getting the best package for the client and making the process as pleasant as possible.
Registered Financial Adviser Lvl 5 (RPL)
Jana joined Finance Wise mid-2020, she is Finance Wises essential back up person who ensures everything runs smoothly! Jana has established her background in admin and office management after completing her Degree in Commerce. She has a keen eye for detail and shares Nicola's passion of putting people first.