About Us
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Our Commitment to Expert Advice and Quality Service
Welcome to Greenline Financial Solutions. We have been providing mortgage and insurance-related services to New Zealand families and businesses for over 15 years. With our promise of offering excellent deals combined with personalised and professional service, we are trusted and respected by over one thousand New Zealanders.
Greenline Financial Solutions comprises a team of qualified and experienced professionals in the field of finance, who stay abreast of market developments. We are dedicated to delivering the highest quality of service at all times, working alongside our clients to demonstrate how they can leverage their debt to achieve financial freedom while mitigating risks.
Five Reasons to Contact Us Today:
- We listen, understand, and assist you in articulating your goals and aspirations.
- We provide objective solutions based on thorough research and extensive knowledge of the financial world. We collaborate with all major lending institutions and insurers to deliver optimal solutions tailored to your needs.
- Recognising individual uniqueness, we follow a six-step process to understand your requirements and offer customised solutions.
- We add value to your life by saving you both time and money. We empower you to take control of your future through knowledge.
- We practice the highest standards of business integrity and professionalism. We firmly believe that any successful relationship is built on trust, and these principles are fundamental in establishing that trust.
Our Team
Lalit Bajaj (BA, MBA, Gr Dip in Bus Studies)
Director & Financial Adviser
A Profile of Professional Excellence
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, including that of an Investment Banker, Financial Planner, and Manager of a team of Insurance Advisers. Currently, he is registered as a Financial Service Provider and leads a team of Financial Advisers.
Lalit is well respected by his industry peers and holds a special place in the hearts of his clients, thanks to his ethical and client-centric attitude. His understanding of the complex world of finance is unparalleled, and he has a remarkable ability to simplify this knowledge for the benefit of his clients. His focus on delivering an excellent level of service has earned him a vast clientele, which continues to grow.
Moreover, Lalit has mentored many successful advisers in the market over time, bolstering his reputation and credibility. His dedication to serving the community with humility and his commitment to his client’s best interests reflect his noble character.
Lalit’s profile is a testament to his unwavering commitment to excellence and his ability to foster positive relationships within the finance industry.
Professional Journey and Expertise
Vikas Saharan is an experienced and well-established Financial Adviser with over Nine years of experience. His journey began as an Insurance Adviser years ago, during which he developed an acute understanding of the nuances involved in complex insurance sales and cultivated an excellent customer-focused approach.
Five years ago, Vikas diversified into the mortgage industry, expanding his expertise to include the intricate dynamics of mortgage advising. His deep understanding of handling complex lending scenarios has been complemented by a strong grasp of the banking industry, enabling him to provide comprehensive financial guidance to his clients.
Vikas is a qualified Financial Adviser, holding a Diploma in Financial Services Level 5 from the esteemed Strategi Institute in Auckland. His commitment to professional growth and dedication to improving his knowledge daily has earned him a reputation as a ‘Go Getter’.
He remains steadfast in his focus on helping clients navigate the complex world of finance, offering personalized guidance and support at every stage of their financial journey. Vikas’s passion for assisting clients and his diligent approach to financial advising makes him a trusted and reliable figure in the industry.
Vikas Saharan
