Robert Jefferies

Robert Jefferies

In 2015, after 28 years in the banking and finance industry, where I held a variety of roles including senior management positions, I joined Mortgage Link Otago and would like to extend a warm welcome to all existing and new customers to experience our team’s customer service excellence.

Background

I offer extensive knowledge and understanding of a wide range of businesses and the challenges that they face through owning a business my-self and the experience gained through holding various roles at the National Bank, ANZ and Westpac. I am committed to providing the highest level of service supported by practical solutions that meet both personal and business needs.

 During the past 28 years, I have built up close working relationships with both customers and professionals alike and have many repeat business clients. I enjoy meeting new people and pride myself on advocating for my clients that ensures your mortgage is right for you and your family. I thrive on a challenge and appreciate that everyone’s circumstances are different, but together we can achieve your financial goals. 

I also understand that the process of buying a home can be intimidating and some clients aren’t sure how to even get started. My goal is to guide you through the process of purchasing your property and to ensure you have the mortgage advice you need now, and in the future. We manage our clients’ mortgage for the life of the loan and whenever interest rates come up for renewal, we renegotiate on your behalf with the bank to make sure you are always on the best deal.

We specialise in helping first home buyers and investors find the right loan. We’re experts in how you can use your KiwiSaver funds to buy your new home and know exactly which lenders will support you.

 We can help business achieve growth aspirations and ultimately your business goals – this may include working capital, equipment finance and business property ownership solutions.

 I am married with two children and live in the wonderful city of Dunedin. When not working, and when the children allow, I enjoy taking in a movie, a concert or as a self-confessed sports nut watching sport (I can also be seen photographing sport at Forsyth Barr Stadium on the side line through our own photography business Spontaneous Moments Photography Ltd, a business my wife and I have operated for the past 11 years). In addition to this we love good food and wine, however, these days most of my free time is spent with the children and family.


Personal Disclosure Statement