Meet your team
We have experienced professionals to help with all your financial goals and planning. Whether you're looking for your first home loan, your next home loan, an investment loan, bridging loan, refinancing, commercial & business loans, land & construction loans, loans for self-employed, personal loans or Insurance. We have you covered.
My banking career began in 1993 with Trust Bank Eastern & Central. In 1997, I travelled to London, where I worked for Merrill Lynch and Morgan Stanley Dean Witter. In 2004, I returned to New Zealand and spent six years as a self-employed mortgage and insurance broker/adviser, holding memberships with both NZMBA and IFA. I served as the deputy chairman of the Hawke's Bay IFA branch in 2010. Since 2011, I have worked for OnePath Life as a regional sales manager and later moved to ANZ as a senior wealth specialist. My extensive experience and knowledge in the New Zealand banking and insurance industry ensure that my clients receive high-quality, informed advice.
Finding the right mortgage shouldn't be as unpredictable as the surf at the Main Beach. As an independent broker in NZ, I believe you shouldn't have to just walk into the closest 'bank near me' and hope for the best. My name is Dan Breed, and as a dedicated mortgage broker in Tauranga based right here in Mount Maunganui, I specialise in turning the dream of New Zealand homeownership into a reality. With nearly 20 years of experience in the corporate financial sector, I provide my clients with a strategic edge. Instead of being locked into a single bank, I give you access to a wide panel of lenders, offering sophisticated insights and tailored home loan solutions that align with your long-term wealth goals. I transitioned into mortgage advising to make a tangible impact on the lives of Kiwis. Whether you are navigating the complexities of being a First-Home Buyer, looking to refinance your current mortgage, or expanding your investment property portfolio in the Bay of Plenty, I am here to streamline the process. My approach is built on transparency, expert negotiation, and a deep understanding of the NZ lending landscape. I take the stress out of the application process so you can focus on finding the perfect property. When I’m not working, I’m out enjoying the great outdoors with my family. We’re always on the move, exploring the natural beauty of New Zealand, no matter the weather.
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