Phone Number 09 489 8414

Let's Talk Options

Mortgage, personal and business finance at competitive rates, on favourable terms...


Get Pre Approved

Discover how much you can confidently offer and enjoy more negotiating leverage when house hunting...


Why Loan Plan?

Friendly, solutions focussed with 20 years of experience and influence in the finance industry...


Get In Touch

Call us today for a friendly, no obligations chat about what financial solutions might be best for you...


Auckland's North Shore based mortgage advisors – getting you the finance you need

Get your mortgage, first home loan, refinancing and business finance needs approved, at competitive rates and on terms that are favourable to you!

Based on Auckland's North Shore, LoanPlan are PAA (Professional Advisers Association) accredited mortgage advisers with a 20-year track record in helping people, including first home buyers, to get the property and business finance they need, at competitive rates and on favourable terms.

A full range provider of integrated financial services and a vast range of financial products including wealth creation and asset protection, LoanPlan is impartial and tenacious on your behalf. That's why our clients enjoy a strong, long-term relationship with the company.

Download the LoanPlan mortgage and amortisation calculator app here.

Experience, performance and longevity has given LoanPlan access to a large number of lenders New Zealand wide, and a wide variety of financial products, including:

  • Secure funding for commercial and residential properties
  • Obtaining loans for salaried or self employed people
  • Achieving approval for those who have previously had mortgage arrears
  • Acquiring 100% of development funding
  • Financial coaching

Personal customer service and ethical practice are the cornerstone of what LoanPlan offers you. Click here to view Christine Lockie's Personal Disclosure Statement.

For more information about LoanPlan, or any of our services, please complete the short enquiry form and one of our specialist LoanPlan consultants will contact you today.

Alternatively you can call us on 0800 56 26 75 (0800 LOAN PLAN). It doesn't matter where in Auckland or New Zealand you're located, we're always happy to help -- we have customers countrywide.


Services include Auckland and New Zealand wide home loan | mortgage refinance | pre-approval | first time home loan | competitive bridging finance | home equity loans | mortgage interest rates | property development finance | investment property finance | residential mortgage applications | lending criteria | home loan affordability | commercial finance | business loan| cash flow finance | insurance | asset protection | mortgage restructure | low doc loan | property investment... and more.

Blog Updates

If you’re looking to purchase a home or investment property, you might wonder ‘why should I use a mortgage broker?’ or even ‘what does a mortgage broker do?’
Read More

Why getting rid of debt should be a priority over saving for a house deposit in New Zealand's – particularly Auckland's – current climate.
Read More

Auckland’s changing social dynamic is reflected in the co-operative approach many families and first home buyers are taking when applying for mortgage finance, but the banks – caught between a rock and a hard place by many factors outside their control – are shifting the goal posts.
Read More

While your house may be worth a fortune, it’s now harder than ever to convert property assets into cash because New Zealand’s major banks are assessing mortgage and loan applications against income over equity.
Read More

Not only do New Zealand mum and pop investors have to come up with 40 per cent equity to buy an investment property, now the banks are charging them higher margins on their interest rates too.
Read More

New Zealanders continue to top up their mortgages at a steady clip, but more and more home owners are discovering that the equity in their homes is no longer enough for bank approval
Read More




"It's always a pleasure to be confident in recommending you to others, knowing they will immediately feel at ease simply because they quickly realise you truly know what you are doing." -- Dane and Fiona Brown
 Read More


 "I just want to thank you for explaining it to me in honest terms and for helping me all the way through this whole exercise." -- Deon
 Read More