Book A Chat With Oliver

The first conversation is free, takes about half an hour, and commits you to nothing. Most people use it to find out whether a reverse mortgage is worth looking into at all.

Licensed Financial Adviser · FSP762214Member of Financial Advice NZ · Takapuna, North Shore · Not tied to any lender

Call, Email Or Book A Time

Phone: 0272 751 555. If I am with a client, leave a message and I will call back the same day.

Email: oliver@obmi.co.nz

Book online: choose a time below and I will call you at that time.

If you are enquiring on behalf of a parent, say so in the form and I will make sure the first call includes whoever needs to be there.

Where I Am Based

1/2 Rangitira Avenue, Takapuna, Auckland 0622. There is parking at the door and the office is on the ground floor.

If getting into Takapuna is difficult, I will come to you. Many of my clients prefer a kitchen-table meeting, especially when the family is joining.

Areas I Cover

In person across the North Shore, including Takapuna, Milford, Devonport, Birkenhead, Glenfield, Albany, Browns Bay and Orewa, and the rest of Auckland by arrangement.

By phone and video, anywhere in New Zealand. Both Heartland and SBS accept reverse mortgage applications nationally, and the lender’s valuer visits the property wherever it is.

What To Have Ready For Our First Chat

You do not need any of this to make the call, but it helps if you have a rough idea of:

  • What you want the money for, and roughly how much
  • Your age (and your partner’s, if you own the home together)
  • A rough idea of what the home is worth and whether there is any mortgage left on it
  • Whether the home is in your own names or a family trust
  • Who else you would like involved in the decision

1/2 Rangitira Avenue, Takapuna

Ground floor, parking at the door. [BUILD: embed Google Map here]

Request A Call Back

Use the form at the top of the page or call direct. It is all set out in my disclosure statement.

Request Callback