My promise

  • As your personal mortgage adviser, I will look out for you and respect your goals.
  • I believe that every good investment starts with good instincts backed by knowledge. 
  • I will walk you through every step to buying your new home, be it your first or your last.
  • I will help you navigate the process of building, renovating, or downsizing your home with ease.
  • My team and I will make the process easy so you settle on time.
  • I will negotiate the best possible deal with the right bank for you.
  • I will continue to manage your mortgages for you to assure your success.
  • I invest a percentage of my profits back into our local community.

I take your vision and sense of confidence in your financial choices personally. 

Call me for a FREE 30-minute mortgage planning session. We can connect via phone, internet or live via appointment.

Download and read our Declaration form before you seek our advice. 

Love Niche

Our clients say it best: 

Having been declined a mortgage through a broker at the start of the year, I felt very grateful for being connected with Susan. Immediately, she was much more positive about my chances of getting a mortgage despite the fact I had recently separated from my partner and had started my own business. This positivity continued throughout the process of getting a mortgage. In our communications, Susan was always quick to respond and clear about the information I was to supply to her. I am so grateful for her determination and tenacity. Thank you, Susan! Emma Boyd

Susan is great to work with. She is very helpful and responsive. She was extremely supportive, especially during these COVID times. We look forward to working with her again in the future. Michelle Mathias & Denzil Borges 

We are not sure what we would have done without Susan. As this was our first home, we had very little idea around what the process was for acquiring a mortgage and Susan made sure we understood what was going on the whole way. Moreover, by keeping us informed, she made us feel like we had agency in the process. Susan was also quick to pull herself up on an error, which was reassuring. She provided great advice, got us the best rates on the day, and even secured a discount on our rates. Furthermore, she was happy to refer us onto a great insurance broker and building inspector. A comprehensive service! We would recommend Susan to anyone seeking out a mortgage broker. And Pasley & Elba Ramirez 

When I started out looking to purchase my first property, I wanted to work with a mortgage broker that actually listened to what I was saying, and not pushing me to fill out a form and put me in a box. I definitely found that when I met with Susan. Not only did she help with bank side but also gave advice throughout my whole journey. I cannot recommend her services enough. Samuel Wood

Susan provided a very slick and professional service to us. Having arrived from the UK and been let down by our Banking provider, we were recommended Susan’s services to assist in setting up a mortgage for us, and she did not disappoint. We had additional hurdles to overcome being new arrivals in NZ, however she worked with our solicitors to ensure these were met in a very timely manner. The end result is that she brokered an excellent mortgage deal for us. I highly recommend Susan’s services; she is a professional who works hard to the benefit of her clients and does not disappoint. Richard and Deborah McGinily 

When it came time to bridge equity for our big move, our bank of many years came up short. We are very grateful for Susan’s excellent advice and assistance. Once more, a big thank you. Jim Speck

Susan was super helpful, pleasant to deal with and took all the admin load off our shoulders, which was great! I would recommend her without any reservations. Andrea Struik

This was my first experience of using a mortgage broker and I was pleasantly surprised at how easy Susan Templeton made getting a mortgage for me, especially as she came to my own home. My situation required some out of the box thinking and not only did Susan save me money and time, but she also made the whole process easy and understandable. I recommend her with confidence. Libby Boyd 

Susan is gregarious, super smart, high people skills, great negotiator, knows what is happening in the marketplace of money and she can make it happen for you in an effortless way. She walks the walk to your next house. Kathy White/Sykes 

Susan Templeton is one of those rare examples where her years of experience in lending is woven intricately with her excellent organizational and communication skills. This combination of skills make the complicated task of funding a real estate transaction appear and feel seamless and easy. Susan's ability to simplify the lending process for the consumer culminates in more closed deals and very happy clients. Mimi Bays-Eggers

Susan is the only Loan officer I have ever meet that has always been totally honest with me. Like most of the world our loan did not fit in a perfect little box. She was able to walk us through the process several times over the past 7 years, from Construction, to New Home to Refinancing. I recommend Susan to everyone who has any loan needs. Valerie Kovacs

Susan has a strangle hold of reality. If there is a way to make it work she will get it done. That's important especially in the current lending environment. I usually go to her first. Phil Dyer

Susan was fantastic throughout the entire process. We had some unique things going on with the sale of another house, etc. that were curve balls but Susan was unfazed. It's hard to imagine a mortgage professional who would be more helpful. This is my 9th mortgage closing and Susan is at the top of the heap! She has my highest recommendation. Dave Chase