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Building on Basics

  1. Lyttelton
  2. Lyttelton Business Consultant
  3. Lyttelton Insurance Agent
  4. Lyttelton Mortgage Brokers

Reviews, get directions and contact details for Building on Basics

Building on Basics

About

Building on Basics is a business with the Client at the centre. Our focus is on understanding your desires and dreams, learning about you and your relationship with money. Then working with you to get what you want, and build your wealth.



"Financial Advice provider based in Lyttelton, New Zealand. We work together with you to create your financial security and ensure that you are empowered to secure your future. We can provide KiwiSaver advice and support, mortgage brokering, and help with all aspects of personal finance.At Building on Basics we believe that no matter your financial starting position, you can build towards the life you want. Everyone has ‘the basics’ – a starting position and a level of financial knowledge – and we’re here to support you on your journey to financial success.Finance is simple, but it can be overwhelming. We believe in growing our clients’ financial knowledge and understanding as well as growing their wealth, so clients can feel confident."
Address:
Phone: +64299737911
State: Lyttelton


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Reviews
Elise is a fantastic business coach. She's incredibly knowledgeable on all things related to business and finance. Being a Tradie it is not my strong point. I would've really struggled without her help, encouragement and guidance. Elise is also wonderful for helping sort anything to do with financial institutions i.e. lending, mortgages and structuring things to make sure your money works for you. I've really enjoyed working with Elise. She has a great personality, wicked sense of humour, is straight up and really cares about her clients. It is very clear to me she has a real passion for what she does and gets real satisfaction from helping her clients succeed. I highly recommend Elise. She is worth every penny!
The great unknown journey to financial lending for Māori Land Title and Māori Land Court. There have been so many unknowns for my partner and I, and very few who can guide and advise in this complex situation. We have spent 3 years navigating this important journey to benefit all concerned. It would not have been possible without the dedicated unwavering support from Elise and the team at Build on Basics Mortgage and Financial Specialists. We have arrived at a place we can financial afford to be owners and make an offer. We look forward to being home owners in the near future. I cant highly enough recommend Elise and Build on Basics as your support team and the knowledge, laughs and learning you will be imparted with for doing so. I recommend you don't procrastinate act now and engage with Build on Basics you'll be a winner for doing so. Super BIG thanks to Elise and the team for their ongoing support, walking with us through the home ownership ups and downs and with our financial well being NOW and into the future.
Delighted that we came across Elise and her team at BOB. As a first home buyer having someone like Elise guide you through the process is invaluable. Elise really cares about her clients and truly went above and beyond to help secure us our first home. Really appreciated how Elise simplified all the financial terms and jargon and was always happy to explain anything. Highly recommend Elise for her friendly, knowledgeable yet professional approach for all things financial. Look forward to continue using your services in the future.
Elise at Building on Basics provided an excellent level of service in the securing of a mortgage to fund a land purchase and house build in Canterbury, NZ. Friendly, knowledgable, thorough, and genuinely interested and considerate of our specific situation. Secured a mortgage at a level and rate well beyond our expectations. Highly recommend Elise for any financial advise service.
Elise provided us with invaluable; financial strategies, mortgage advice, and insurance options. She also put us in contact with a team of professionals necessary to make informed, wise, and timely decisions that has put us in a position where we are able to make property and financial decisions that will set us up well into our future. What sets Elise apart is that she cares for her clients and takes a wholistic approach to the service she delivers. Giving us realistic and practical advice that allowed us to reach our goals without placing us in financial stress.
We managed to get into our first home just over a year ago in this market! and couldn't have done it without Elise's help navigating what felt like an overwhelmingly complex system, including coordinating with the banks, getting things turned around in remarkably quick timeframes, and staying cool as a cucumber while giving us frank and helpful advice all the way through. Just a pleasure to work with, and very clearly had our best interests at heart rather than just banging a purchase through as quickly as possible, which seems comparatively rare in the real estate industry. A shout-out as well for something that shouldn't matter in this day and age, but unfortunately still does: although I purchased with a friend and not a partner, it was essential for me to have someone who was queer-friendly and trans-friendly, and I can't recall a single awkward moment in the entire process. We were very fortunate to find Elise, and I can't recommend her enough.
We first met Elise through our Kiwi saver account, however through her professionalism she has gone on to guide us out of a financial hole we had fallen into. For us Elise has gone above and beyond as a financial adviser and has now become a trusted family friend.
In the relatively short time we have known Elise she has been nothing but helpful, insightful, nothing is too much trouble and always available for a catchup be it remote or whatever. I would recommend her services to anyone who wants to cut through the financial jargon and just to get some honest down to earth financial advice, give BOB a go you won't be disappointed!
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