We hope you're keeping well.

This month, we’re bringing you two insightful guides to support you on your financial journey.

Why Your Mortgage Adviser Should Be a Long-Term Partner
A mortgage adviser should be more than just a one-time contact. A great adviser is a long-term partner, guiding you through the complexities of homeownership with tailored advice and ongoing support. We’ll explore why having the right adviser by your side can make all the difference.

Protecting Your Income – Key Insurance Insights for the Self-Employed
For the self-employed, securing your financial future is essential. We break down two key insurance options—income protection and key person insurance—to help you determine which best suits your needs.

Welcoming Two New Members to the SWIFT Family!

Meet Nia Kenny – SWIFT North Island BDM
Nia Kenny joins us as our North Island Business Development Manager. She is dedicated to helping us grow our business and strengthen our partnerships. You’ll see Nia at open homes and working closely with our business partners, ensuring that our clients receive the best possible service.

Introducing Valentina Pereira – Our New Insurance Adviser
We are thrilled to welcome Valentina Pereira to the SWIFT Mortgages Limited team as our Insurance Adviser, supporting clients across both the North and South Island.

Valentina’s approach is deeply client-focused, rooted in her passion for building meaningful relationships and understanding every client's unique story. She is committed to crafting personalised insurance solutions that protect what matters most—your family, business, and future.

With a background as a Chartered Accountant and business owner, Valentina brings valuable expertise in navigating the complexities of insurance for entrepreneurs. Her insights help business owners secure protection that aligns with their long-term goals.

Beyond her professional experience, Valentina is a devoted mother to a son and a differently-abled daughter. She understands firsthand the importance of financial planning for families with neurodiverse dependents, helping parents create a stable and secure future for their loved ones.

Have questions? We’re here to help. Get in touch anytime.

Best regards,