Hello.

We’ve got your finance and insurance needs covered.

 

Who we are

One place for all your finance and insurance needs in Wellington.

 
 

With Mike Wong Financial Services, you only need to come to one place for all your finance and insurance needs in Wellington.

We look after everyone from first home buyers through to property developers.

What we do 

Your loans and insurance taken care of

 

Blog

Latest thoughts and useful information from our blog

Featured
Traps to avoid - A guide for home buyers
Traps to avoid - A guide for home buyers

Applying for a mortgage may seem like a daunting process but thankfully it’s a journey that you don’t need to complete on your own. This is what we’re here for.

Tips for first home buyers
Tips for first home buyers

Buying your first home is an exciting adventure, and one that can be tricky to navigate without a map to guide you. The key to success in the world of mortgage pre-approval is being prepared and getting the right advice.

 Why trust us with your financial security

 
Mike Wong Meeting a Client

We’re part of your team

Whether you are dreaming of a new home, growing a business, investing, or developing property, replacing your vehicle, or in need of insurance, we can take care of it for you.

We’ll negotiate on your behalf, guide you on the options available and ensure you get the best solution to meet your needs. We’re on your team and want to see you succeed.

Meet your team
 

We’re family

We’ve been doing this for a long time (over 45 years!) and we’re big on making the process easy for you.

We’re the father and daughter duo who enable you to concentrate on other things while we get your finance sorted.

Let us be part of your journey.
Contact us today to arrange a time to chat.

 Our process

Here is how we work

  • We get to know you, and ensure you know what we do and how we do it. We’ll talk about what you are trying to do, your goals and ambitions, and whether we can help you.

  • We’ll gather information from you including family details, income and assets and other financial information.

  • We’ll research the market and ensure our recommendation is the most competitive solution for you, and best suits your needs.

  • We’ll work with you and the lender and do the legwork to get you pre-approved.

  • Congratulations - this is what we love for! Now you know what you can afford and have the thumbs up from your lender and we’ll confirm the details with you. We can also help you to get insurance to protect your home and take care of your loved ones.

  • We’ll also be there for you during the settlement process to keep an eye on it all and let you know that everything has gone smoothly. We want to see your financial future thrive so this is just the beginning of our journey. We’ll be in regular contact to check-in and review any changes to your situation. It’s all part of the service.