Your trusted team of Mortgage Advisers
Servicing Papamoa, Mount Maunganui, Tauranga and surrounding suburbs


Alastair Watson
Director and Mortgage Adviser
M 022 111 0008
I'm passionate about helping people obtain their goals and, with your best interests at heart, I will introduce you to the best institutions for your individual needs saving you time and money.
Being actively involved in the industry allows me to introduce new concepts, translate the latest regulations and share best practice advice & expertise to everyone including; first home buyers, investors, purchasers, construction loans, bridging finance and other situations whether simple or complex. Best of all, this is at no cost to you.
Having worked in Financial Services for 20 years I understand how banks operate and what they need. I have worked for ANZ, Barclays Wealth, Lloyds & HSBC in Auckland, Wellington, London, Singapore and Melbourne.
Outside of the office I love sport, being active and keep very busy with my three children!

Suzy Williams
Mortgage Adviser
M 027 321 2096
I’m a dedicated mortgage adviser based in the Bay of Plenty, with extensive experience in both the finance and property industries. My passion is helping clients reach their property goals, whether you’re buying your first home, looking to refinance or exploring investment options. I’m here to guide you through the entire mortgage process, ensuring you have the right support at every step.
With access to a wide range of lenders and loan products, I offer more choice and competitive rates than you’d get by working directly with a single bank. I take the time to understand your unique financial situation and provide tailored advice that best suits your needs. Having a strong background in the property industry means I can also offer valuable insights on making an offer, negotiating conditions and understanding the market.
Outside of work, I enjoy staying active, exploring nature and running after my two energetic daughters.
I’d love the opportunity to work with you and help you achieve your property goals.
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Dave Williams
Mortgage Adviser
M 022 618 3799
I have been involved in the banking sector for a number of years. Now as a broker the advantage I have is being able to offer a range of solutions from a number of providers to find the home loan that is the best fit for you and your individual circumstance. For me communication from day 1 is the key and I’ll make sure your fully informed the entire way. I’ll partner with you and guide you through all the significant decisions that need to be made both now and years into the future.

Nick Berry
Mortgage Adviser
M 021 233 8532
I have been in the industry for almost 10 years and service the areas of Mt Maunganui and Tauranga. My focus is always on making sure I deliver a service tailored to you. I will keep in close contact throughout the application process and I’m always available to talk through any concerns and questions you might have.
I feel very fortunate to live in the beautiful Bay of Plenty. I like to spend my weekends exercising outdoors, enjoying all of what BOP has to offer whether it be running, paddling, cycling or mountain biking. I also love spending time socialising with friends and family - after all, what's better than a kiwi summer BBQ.

Margot Cotter
Mortgage Adviser
M 021 135 7345
With over a decade of property investing and 13 years of corporate experience in the Bay of Plenty, I bring a wealth of knowledge to my role as a mortgage adviser. My hands-on involvement in numerous mortgage and property transactions has given me a deep understanding of what customers need from an adviser.
I am passionate about the property market and equally love the outdoors, where I can often be found climbing the Mount or exploring the Papamoa Hills. I enjoy meeting new people and guiding clients through their property journey, helping them navigate the complexities of securing the right mortgage to meet their needs.