Personal Advice First for Expats and Returning New Zealanders

Recently, I have been assisting NZ expats and new residents in the complex process of securing a home for their arrival in New Zealand. Financial advice and homebuyer coaching are included in my service to local mortgage clients. However, many buyers who are early in their planning or may not need financing are left to fend for themselves in an increasingly complex time. In response, I am offering 'advice only' as a separate service to folks who may need a bit more assistance to navigate the new turf, or who may be overseas now, to help you make that transition with confidence. 

As a dual USA/NZ citizen since 1996, I have also moved continents a few times myself and am very familiar with the complex issues new residents face. As a Registered Financial Adviser, I am in a unique position to offer unbiased coaching and management of buying a home, in terms of providing advice and perspective from the initial goal-setting process to your settlement. I do not accept referral fees from any of my trusted local experts (valuers, agents, lawyers, inspectors, etc.) so you can be assured that we are all working on your best interest. I will be your person on the ground to assist in negotiations, document assessment, and prospective property reviews both before and after you arrive. I am not a legal counsel or sales agent and will only provide my professional expertise on the process of purchasing a home for your specific needs. I will proactively liaise with your solicitor and other agents to bring your voice to the table.

My expertise as a banker and mortgage adviser spans 16 years in the USA and New Zealand. In the USA, I was a certified Veteran/Military, Senior, First Buyer, Native American, and Construction specialist lender, with in-depth knowledge of hundreds of loan programs and banks. Things are simpler in New Zealand. However, there are many potential pitfalls that a less experienced buyer may be presented. Advice First is an offer of unbiased expertise at your service. 

FREE OFFER: Email or text me on +64 27 220 2053 for a half-hour Facetime, WhatsApp or Zoom. It's an opportunity to discuss your situation and see if we are a good fit. I am happy to share resources on legal, real estate and other needs to get you going in the right direction. 


Kind regards,

Susan Templeton Personal Mortgage Adviser/Homebuyer Coach

Please note New Zealand Time is UTC +12 hours, so I may not answer if you call outside my waking hours. (7am - 11pm NZST) 

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