Lalit is an experienced Financial Adviser with tertiary qualifications in Economics, Finance, and Financial Planning. His distinguished career spans over 25 years in the finance industry, during which he has amassed a wealth of knowledge and expertise.

Lalit has held diverse roles:

• Investment Banker,
• Financial Planner,
• Manager of a team of Insurance Advisers.

Currently, he is registered as a Financial Service Provider and leads a team of Financial Advisers.

Vikas Saharan is an experienced Financial Adviser with tertiary qualifications in Financial Services. His career spans over nine years in the finance industry, during which he has gained valuable knowledge and expertise.

Vikas has held diverse roles:

• Insurance Adviser,
• Mortgage Adviser,
• Specialist in Complex Lending Solutions.

Currently, he is a qualified Financial Adviser and holds a Level 5 Diploma in Financial Services from Strategi Institute, Auckland. He is known for his strong client focus and practical understanding of financial products and solutions.

Jasdeep Singh is a qualified Financial Adviser with extensive experience in financial services, mortgage advising, and complex lending solutions. He holds a New Zealand Level 5 Diploma in Financial Services from Professional IQ College, Auckland, demonstrating his strong professional foundation and industry expertise.

Jasdeep is recognised for his client-focused approach, helping individuals and families navigate financial decisions with confidence. His practical knowledge of financial products, lending structures, and tailored financial solutions enables him to provide effective advice that meets clients’ unique needs.

He is committed to delivering professional, trustworthy, and personalised financial guidance to achieve positive outcomes.

Satbir Singh is a hardworking and detail-oriented professional with extensive experience in customer service, banking, travel operations, and managerial roles. Known for delivering exceptional customer experiences, resolving complex issues, and maintaining high service standards. Adept at multitasking, problem-solving, and adapting quickly to new systems and processes. Passionate about building strong relationships and contributing to team success.

Satbir has worked as a Customer Enquiries Assistant at Inland Revenue, Auckland, where he responded to customer enquiries via phone and digital channels, provided accurate information on tax obligations and entitlements, maintained confidentiality, updated customer records, resolved complex issues, and supported continuous service improvement initiatives.

He also worked as a Customer Experience Representative – Everyday Banking at Kiwibank Ltd, Auckland, delivering exceptional service across retail banking products, conducting financial analysis for consumer lending, ensuring compliance with internal policies and procedures, promoting products, resolving customer issues, and maintaining accurate customer records.

Satbir has held leadership roles as General Manager at Pitt St Pub and Travel Agency Manager at Eco Travel, where he managed staff, business operations, customer relationships, payroll, scheduling, travel bookings, and business development activities. He also gained international experience with InterGlobe Technologies and IBM Technologies, supporting travel operations, payment processing, customer support, documentation, and process improvement.

He holds a Diploma in Business Management from the International College of Auckland and brings strong expertise in customer service, relationship building, sales, office administration, financial and transaction processing, team leadership, technical support, and process improvement.