About Loan Plan

Formed in Auckland in 1989, as a specialist residential mortgage consultancy, Loan Plan has evolved to provide a full range of services to its clients throughout New Zealand. Our aim is to provide financial services to our clients in an integrated way, covering property funding, asset protection and wealth creation.

Loan Plan is well known and highly respected in the finance arena. In fact, a recent Colmar Brunton survey found that Loan Plan was among the top 10 most recognised names in the mortgage broking field

Mission Statement

Loan Plan's mission is to be the leading provider of financial advice and broking services in New Zealand. Providing expert and impartial advice, along with prompt and efficient service according to our client's needs and circumstances. The keys to achieving this are:

- Effective communication

- Impartiality

- Extensive experience and training

- Long-term relationships

- Ongoing assistance

We maintain the highest commitment to ensuring quality in all our transactions. We ensure we maintain current and accurate information on all products available in the marketplace.

Code of Conduct

Loan Plan's Code of Conduct applies to all personnel (employees and consultants). It recognises the responsibility we owe to those who place reliance on our expertise and advice. This includes clients, lenders and the public in general.

Integrity

At all times we shall be open and honest in our dealings with others.

Objectivity

We will be impartial and free from any conflict of interest.

Competence

We will maintain a high standard of professional competence in our dealings. Our advisers are qualified in their field, and are members of the relevant professional associations.

Due Care and Responsibility

At all times we will conduct our dealings with due care and in a proper and responsible manner.

Confidentiality

We will respect the confidentiality of our client's information, and will not disclose such information to a third party without specific authority, unless there is a legal duty to disclose.We will not use information for our own benefit or for the benefit of anyone other than our clients, where that information has been obtained in the course of providing services to our client/s.