Situated in Papamoa Beach, Tauranga, Real Savvy Financial Advice is a highly regarded establishment specializing in comprehensive financial and mortgage services. With over 120 delighted clients, their team is praised for honesty, deep knowledge, and an unwavering commitment to clients’ best interests. Rod and his team handle complex financial situations with ease, offering customized options that save money and provide flexibility for both short and long-term goals. Their efficient, patient, and proactive approach ensures a stress-free experience, making them a standout choice for anyone seeking expert mortgage brokerage and financial advice in the Bay of Plenty. For those who value clear communication and trustworthy guidance, Real Savvy Financial Advice is an exceptional partner on your financial journey.
Nathan Tse
a month agoI came to Rod after first being dissatisfied with another broker I had been introduced to. Over the last 12+ months, Rod has been a very helpful broker and adviser. He has taken each curveball (including my changing job and country midway through the process) in his stride and has been very quick to remediate any potential issues. He's an honest and knowledgeable adviser who I'd be happy to recommend.
Michelle C
5 months agoWe've worked with Rod and his team for many years now and I cannot recommend him highly enough! Working with him on our various requirements is always seamless, stress-free, and efficient. He answers all our (many!) questions with patience, and always has our best interests in mind. If you're looking for someone trustworthy, knowledgeable, and genuinely dedicated to helping you achieve your goals, look no further - he's a absolute gem in the world of mortgage brokers!
Troy Clarry
4 months ago100% Satisfied. Rod was just amazing from the day I was introduced to him by my accountant when I was looking to completely refinance my businesses (3 businesses including 2 banks), buying out a business partner, and setting up a Family Trust all while I was overseas for 2 months! So nice to get all this done but got quite complicated. We spent a lot of time on the expected outcome, then Rod came up with various options to get this achieved. Once we had this sorted, which was the absolute key, was when Rod started to work on the banks. I must say he got the most amazing deals with one of the banks - to the point it will save us thousands annually and also give us the flexibility required for the short, medium and long term. We will continue to work with Rod, and definitely recommend him and his team. Oh, if you like spreadsheets and super fast communication then Rod is also for you! Thanks Rod, also look forward to catching up personally to thank you in the coming months. Regards Troy
Kane
a month agoExcellent advice and service. Rod and Kathleen really put the work in to get you a good result. Jet was absolutely fantastic to work with, her advice and her professionalism is spot on and without her efforts we wouldn't have achieved what we did. Thanks team!
Alyssa Farrell
5 months agoKathleen and the team spent the time to diligently help us work through our current insurances, see where the gaps were and work out our needs. We successfully secured improved insurance policies and the team did all they could to ensure the best prices. Now our insurances are in place we are comforted we can call on Kathleen to assist with our claims should the need arise!! Thanks for all the help! Much appreciated.