We’re the same team that has been providing lending advice for the Manawatū since 1987.
We are determined to provide you with the best financial advice possible for your situation. Craig, Brent, Simon, and Trish have a combined experience of over 60 years in the financial industry. Our old school knowledge paired with new school tactics keeps us at the top of the game.
Advise, Support, Prosper.
This statement is a snapshot of what we do. It is what’s hung above our fireplace and what we believe in completely.
Our combined experience equips us with the tools and confidence to offer every client the best personalised advice to reach their goals.
We’re with you through every step of the process.. That means whether you’re just starting your financial journey, just had a loan accepted or years into your mortgage, we are here to guide and mentor you through it all.
This is our favourite part of the process. If this means seeing you move into your first home or add another property in your portfolio, watching you prosper makes our job worth taking all the paperwork and admin off your hands.
Meeting with clients, working through their applications, and personalising their loans is what fills my day. I’ve got a wide range of knowledge about the financial industry, so I’m super keen to help out wherever I can. You might hear this a lot among the team at Youm, but the best part of the job is building relationships with our clients and to see the effect I have on their lives. Financial advice is definitely a dedication of mine, alongside getting into the outdoors. If you’re in the mountains you’ll catch me on my bike or just enjoying the local trails with my family.
It may sound like a cliche, but helping clients with their mortgage finance is what gets me up in the morning. My favourite part of the job is providing my clients with a personalised home loan solution that will be best suited to their needs. I have a lot of residential and investment loan experience so I’m ready for your situation. If you are a football fan, then we will get along very well. I love playing or watching my kids play on the weekends and I also coach one of the local teams here in Palmy, so achieving goals is always on my mind.
I started at Youm in 2020, bringing 15 years of experience in the banking industry with me. For me, it’s the personal touch that I can bring to all of my clients that I really enjoy. Every client comes with a new story and a new situation. I cherish spending time with my wife and son on my lifestyle block so creating a solution to get people in their first home is really what makes this job worth it.
Straight out of uni, I jumped into an adviser support position at Youm. After 8 years of great experience, I moved up to being a mortgage adviser in 2020. The thing I love most about my role is the moment when people realise the dream of purchasing a home can become reality. Having a hand in making that dream come true is such a rewarding experience and makes it worth all the ‘sign and initial heres’. I purchased my home with my husband at the age of 20 so first time buyers, I know exactly what you’re feeling. I’m here to be your advocate and to help you achieve your goals.
I have over 30 years of experience in the banking industry and this extensive knowledge definitely helps make the Youm machine run. Whether it's administration and database management, my role as PA supporting Craig or liaising with all our advisers, clients and lenders. I love the part I get to play in helping clients into their homes and continuing to support them after as well. I love spending time with family, on DIY projects and am a keen traveller.
Whether you call the office or walk-in, I’m the first face you’ll see. I come from a hospitality background so making you feel comfortable with what can be a stressful situation is my specialty. While working the reception is my main gig, I’m also training to work as an adviser support. Even though I’ve been at Youm for a short time, I’ve learnt so much and I really look forward to learning more.
Supporting Simon and making sure he has everything he needs to give 110% to our clients is my main priority. I have 25 years of lending experience working in all the big five banks here in NZ. You can rely on me for any questions around lending. I’m an outdoor girl so you’ll find me enjoying my lifestyle block or riding horses after work. I think my favourite part of my job is being able to use my diverse experience to support the team and my clients.
Starting out as a receptionist here in 2016, I’ve progressed up to adviser support after getting a couple of years experience under my belt. More specifically to help Brent carry out his job and stop him from daydreaming about football. I absolutely love working with the team because everyone genuinely cares about each other and each individual client. I’ve previously lived in Taupō and Queenstown so you can probably tell my background is in hospitality. I’m a bit of a foodie so cafe hopping and trying new recipes are a big hobby of mine.