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summitmortgages

Mortgage adviser matching

Get referred to trusted advisers and lenders

Tell us about your situation in a couple of minutes. We refer you to trusted advisers and lenders.

What matching looks like

  • 1

    Tell us what you need

    A short form, a couple of minutes

  • 2

    We refer you

    To trusted advisers and lenders who suit your situation

  • 3

    They take it from there

    They deal with you directly

How it works

Three simple steps

1

Tell us what you need

First home, next home, investment property, refinance, refix, top up, or a new build. A short form, a couple of minutes.

2

We refer you

We refer you to trusted advisers and lenders.

3

They take it from there

They work with you directly from that point on, including any advice, paperwork and lender conversations.

You only ever deal with your adviser about your loan. We just make the introduction.

Why get referred

Why get referred at all

They compare options across different lenders on your behalf.

They handle the paperwork and the lender conversations for you.

They explain your structure and options in plain English.

Advisers are commonly paid a commission by the lender when a loan settles, and some may charge a fee in certain situations. They should tell you how they're paid before you go ahead.

Also on hand

Two more things we can line up

KiwiSaver advice

Summit Wealth Limited operates Summit Mortgages too, and Kyle there is a KiwiSaver adviser. Handy if you're using KiwiSaver for a deposit or just want your fund checked.

House, contents or car insurance

Tower can give you a quote online in a few minutes.

Get a quote from Tower

Summit Wealth Limited earns an ongoing commission from Tower on any policy bought through our link. A Tower quote is not financial advice and we don't advise on insurance.

How we're paid

Straight up about how we're paid

General information only, not advice. We're a referral service and may receive a commission.

We're not involved in your loan. Our only role is the introduction.

FAQs

A few common questions

See all FAQs

How are you paid?

General information only, not advice. We're a referral service and may receive a commission.

Does it cost me anything?

Advisers are commonly paid a commission by the lender when a loan settles, and some may charge a fee in certain situations. They should tell you how they're paid before you go ahead.

What happens to my details?

We only pass your details to the one adviser we match you with, so they can get in touch. See our Privacy page for the full detail.

Can I choose a different adviser?

Yes. Tell us and we'll re-match you with someone else, or you're welcome to go elsewhere entirely. There's no obligation to continue with any match.

Ready to be matched?

It takes a couple of minutes, and there's no obligation.

Get matched