Talk to us today: admin@ymt.co.nz
Local. Experienced. Independent.
Simple finance solutions for you, from an expert team.
Find the service that is right for you
Mortgages
We don’t just talk to the banks to get you the best deal for your lending, but we give you quality financial advice to make an informed decision about...
Insurance
Personal insurance is the insurance that covers individuals against loss that results from death, injury, illness or inability to work. We help you to cover...
KiwiSaver
KiwiSaver is voluntary savings scheme designed for New Zealand residents to save (primarily) for their retirement or buying their first home. You can choose to...
"Meeting your needs, exceeding your expectations."
Meet the team
Guy Carter
Director & Financial Adviser
Joel Peasey
Director & Financial Adviser
William Young
Financial Adviser
Claudia Richardson
Retail Mortgage Specialist
Hannah Carter
Practice & Compliance Manager